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ATAXZ

AMERICA FIRST TAX EXEMT INV LP
ATAXZ

Delisted

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

74 hedge funds and large institutions have $56M invested in AMERICA FIRST TAX EXEMT INV LP in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 11

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

27% more capital invested

Capital invested by funds: $44.1M → $56M (+$11.9M)

7% more funds holding

Funds holding: 6974 (+5)

20% less call options, than puts

Call options by funds: $20K | Put options by funds: $25K

Holders
74
Holders Change
+5
Holders Change %
+7.25%
% of All Funds
1.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
28
Reduced
11
Closed
6
Calls
$20K
Puts
$25K
Net Calls
-$5K
Net Calls Change
-$5K
Name Holding Trade Value Shares
Change
Change in
Stake
DLG
26
Daniel L. Goodwin
$368K
FCA
27
FLC Capital Advisors
California
$297K
CG
28
Cutler Group
California
$287K
PAG
29
Private Advisor Group
New Jersey
$274K +$621 +76 +0.2%
BIM
30
Bridges Investment Management
Nebraska
$255K +$60.5K +7,391 +31%
JIC
31
JRM Investment Counsel
Nebraska
$245K +$245K +30,000 New
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$238K +$8.52K +1,041 +4%
QCIG
33
Quad-Cities Investment Group
Iowa
$237K +$20.3K +2,467 +9%
NFG
34
Next Financial Group
Texas
$227K +$39.2K +4,800 +21%
SPC
35
Sigma Planning Corp
Michigan
$216K -$13.6K -1,662 -6%
Allianz Asset Management
36
Allianz Asset Management
Germany
$208K +$31.1K +3,810 +18%
JP Morgan Chase
37
JP Morgan Chase
New York
$203K
DADC
38
D.A. Davidson & Co
Montana
$196K +$3.34K +409 +2%
BFPW
39
BOK Financial Private Wealth
Colorado
$188K +$188K +23,000 New
Renaissance Technologies
40
Renaissance Technologies
New York
$185K -$1.08M -131,727 -85%
Deutsche Bank
41
Deutsche Bank
Germany
$184K -$1.07M -131,727 -85%
NA
42
NewEdge Advisors
Louisiana
$174K +$174K +21,574 New
CAMG
43
CWA Asset Management Group
Florida
$164K +$164K +20,000 New
AG
44
Advisor Group
Arizona
$156K +$4.54K +555 +3%
TYCC
45
Texas Yale Capital Corp
Florida
$155K
FNBOO
46
First National Bank of Omaha
Nebraska
$154K +$154K +18,790 New
BRWA
47
B. Riley Wealth Advisors
Florida
$141K +$1.78K +216 +1%
WS
48
Wedbush Securities
California
$130K
SB
49
Suntrust Banks
Georgia
$123K
PI
50
PEAK6 Investments
Illinois
$111K +$111K +13,612 New

ATAXZ Hedge Fund Activity: Q3 2019 in Review

74 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in AMERICA FIRST TAX EXEMT INV LP (ATAXZ) for Q3 2019, worth a combined $56M — up 27% from $44.1M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new ATAXZ positions and 6 closed out — a net gain of 5 holders — while 28 added to existing stakes and 11 trimmed.

The largest buyer was UBS Group, adding an estimated $2.38M. The largest seller was Renaissance Technologies, cutting an estimated $1.08M.

  • 74 institutional investors held AMERICA FIRST TAX EXEMT INV LP (ATAXZ) as of Q3 2019, up from 69 in Q2 2019.
  • Funds reported $56M of AMERICA FIRST TAX EXEMT INV LP stock for Q3 2019, up 27% quarter-over-quarter.
  • 11 funds opened new AMERICA FIRST TAX EXEMT INV LP positions in Q3 2019 and 6 closed out, a net change of +5 holders.
  • The largest AMERICA FIRST TAX EXEMT INV LP buyer in Q3 2019 was UBS Group, an estimated $2.38M added.
  • The largest AMERICA FIRST TAX EXEMT INV LP seller in Q3 2019 was Renaissance Technologies, an estimated $1.08M sold.

Based on aggregated 13F filings for Q3 2019.