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ATAXZ

AMERICA FIRST TAX EXEMT INV LP
ATAXZ

Delisted

ATAXZ was delisted on the 30th of June, 2008.

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69 hedge funds and large institutions have $44.1M invested in AMERICA FIRST TAX EXEMT INV LP in 2019 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

100% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 12

12% more capital invested

Capital invested by funds: $39.2M → $44.1M (+$4.83M)

5% more funds holding

Funds holding: 66 → 69 (+3)

Holders
69
Holders Change
+3
Holders Change %
+4.55%
% of All Funds
1.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
24
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.26M
2
Mariner
Mariner
Kansas
+$1.05M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$766K
4
Citadel Advisors
Citadel Advisors
Florida
+$567K
5
UBS Group
UBS Group
Switzerland
+$411K

Top Sellers

Rank Fund Capital Flow
1
JMPWA
JP Morgan Private Wealth Advisors
California
-$900K
2
Renaissance Technologies
Renaissance Technologies
New York
-$297K
3
Deutsche Bank
Deutsche Bank
Germany
-$297K
4
NFG
Next Financial Group
Texas
-$149K
5
TYCC
Texas Yale Capital Corp
Florida
-$135K
Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
26
FLC Capital Advisors
California
$255K – – –
CG
27
Cutler Group
California
$250K – – –
PAG
28
Private Advisor Group
New Jersey
$238K +$30.8K +4,325 +15%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$200K -$3.22K -451 -2%
SPC
30
Sigma Planning Corp
Michigan
$200K +$40.9K +5,736 +26%
QCIG
31
Quad-Cities Investment Group
Iowa
$186K +$27.5K +3,902 +17%
JP Morgan Chase
32
JP Morgan Chase
New York
$177K +$33.1K +4,652 +23%
BIM
33
Bridges Investment Management
Nebraska
$169K – – –
DADC
34
D.A. Davidson & Co
Montana
$168K +$6.08K +854 +4%
NFG
35
Next Financial Group
Texas
$164K -$149K -20,922 -48%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$160K – – –
Allianz Asset Management
37
Allianz Asset Management
Germany
$154K – – –
VF
38
Virtu Financial
New York
$137K +$43.8K +6,170 +47%
TYCC
39
Texas Yale Capital Corp
Florida
$135K -$135K -19,007 -50%
AG
40
Advisor Group
Arizona
$132K +$23.2K +3,257 +21%
TSS
41
Two Sigma Securities
New York
$124K +$124K +17,375 New
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$124K +$124K +17,437 New
BRWA
43
B. Riley Wealth Advisors
Florida
$121K -$72 -10 -0.1%
MML Investors Services
44
MML Investors Services
Massachusetts
$116K +$2.07K +290 +2%
HIM
45
Hanlon Investment Management
New Jersey
$115K – – –
WS
46
Wedbush Securities
California
$113K +$21.3K +3,000 +23%
SB
47
Suntrust Banks
Georgia
$107K – – –
SIAS
48
Shine Investment Advisory Services
Colorado
$95K -$91K – –
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$90K – – –
BWP
50
Baldwin Wealth Partners
Massachusetts
$89K – – –
1
2
3

ATAXZ Hedge Fund Activity: Q2 2019 in Review

69 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in AMERICA FIRST TAX EXEMT INV LP (ATAXZ) for Q2 2019, worth a combined $44.1M — up 12% from $39.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new ATAXZ positions and 4 closed out — a net gain of 4 holders — while 24 added to existing stakes and 12 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $1.26M. The largest seller was JP Morgan Private Wealth Advisors, exiting entirely with an estimated $900K sold.

  • 69 institutional investors held AMERICA FIRST TAX EXEMT INV LP (ATAXZ) as of Q2 2019, up from 66 in Q1 2019.
  • Funds reported $44.1M of AMERICA FIRST TAX EXEMT INV LP stock for Q2 2019, up 12% quarter-over-quarter.
  • 8 funds opened new AMERICA FIRST TAX EXEMT INV LP positions in Q2 2019 and 4 closed out, a net change of +4 holders.
  • The largest AMERICA FIRST TAX EXEMT INV LP buyer in Q2 2019 was Arrowstreet Capital, an estimated $1.26M added.
  • The largest AMERICA FIRST TAX EXEMT INV LP seller in Q2 2019 was JP Morgan Private Wealth Advisors, an estimated $900K sold.

Based on aggregated 13F filings for Q2 2019.