ATAXZ

AMERICA FIRST TAX EXEMT INV LP
ATAXZ

Overview Fund Activity
Delisted

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

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76 hedge funds and large institutions have $53.9M invested in AMERICA FIRST TAX EXEMT INV LP in 2019 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 8 closing their positions.

Holders
76
Holders Change
+2
Holders Change %
+2.7%
% of All Funds
1.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
24
Reduced
17
Closed
8
Calls
$80K
Puts
–
Net Calls
+$80K
Net Calls Change
+$85K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.86M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$982K
3
UBS Group
3
UBS Group
Switzerland
$5.53M
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$485K
5
LPL Financial
5
LPL Financial
California
$2.43M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$97K
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$915K
3
Citadel Advisors
3
Citadel Advisors
Florida
$809K
4
BIM
4
Bridges Investment Management
Nebraska
$0
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$301K
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$406K +$214K +27,834 +112%
Stifel Financial
27
Stifel Financial
Missouri
$377K +$3.08K +400 +0.8%
DLG
28
Daniel L. Goodwin
$347K – – –
Geode Capital Management
29
Geode Capital Management
Massachusetts
$301K -$243K -31,662 -45%
FCA
30
FLC Capital Advisors
California
$280K – – –
CG
31
Cutler Group
California
$255K -$15.4K -2,000 -6%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$232K +$7.99K +1,037 +4%
JIC
33
JRM Investment Counsel
Nebraska
$231K – – –
Allianz Asset Management
34
Allianz Asset Management
Germany
$231K +$34.4K +4,462 +18%
SPC
35
Sigma Planning Corp
Michigan
$225K +$21.3K +2,765 +10%
QCIG
36
Quad-Cities Investment Group
Iowa
$224K +$3.46K +452 +2%
Truist Financial
37
Truist Financial
North Carolina
$201K +$201K +26,000 New
PAG
38
Private Advisor Group
New Jersey
$193K -$64.5K -8,392 -25%
C
39
Certuity
Florida
$193K +$193K +25,000 New
DADC
40
D.A. Davidson & Co
Montana
$188K +$2.79K +361 +2%
BFPW
41
BOK Financial Private Wealth
Colorado
$177K – – –
GCP
42
GSA Capital Partners
United Kingdom
$174K +$174K +22,621 New
NA
43
NewEdge Advisors
Louisiana
$154K -$12.6K -1,627 -8%
CAMG
44
CWA Asset Management Group
Florida
$154K – – –
TYCC
45
Texas Yale Capital Corp
Florida
$146K – – –
AG
46
Advisor Group
Arizona
$140K -$7.75K -1,000 -5%
BRWA
47
B. Riley Wealth Advisors
Florida
$132K +$123 +16 +0.1%
NFG
48
Next Financial Group
Texas
$112K -$102K -13,276 -48%
SIAS
49
Shine Investment Advisory Services
Colorado
$102K – – –
Arrowstreet Capital
50
Arrowstreet Capital
Massachusetts
$97K -$2.02M -261,802 -95%
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