AMERICA FIRST TAX EXEMT INV LP
ATAXZ
ATAXZ was delisted on the 30th of June, 2008.
57 hedge funds and large institutions have $25.1M invested in AMERICA FIRST TAX EXEMT INV LP in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 20 reducing their positions, and 11 closing their positions.
3,100% more call options, than puts
Call options by funds: $64K | Put options by funds: $2K
4% less capital invested
Capital invested by funds: $26.1M → $25.1M (-$1.01M)
7% less funds holding
Funds holding: 61 → 57 (-4)
30% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 20
36% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
US Bancorp
Minneapolis,
Minnesota
|
+$1.17M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$983K |
| 3 |
Rockefeller Capital Management
New York
|
+$616K |
| 4 |
GCP
GSA Capital Partners
London,
United Kingdom
|
+$495K |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$369K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$1.55M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$707K |
| 3 |
BCM
Bluefin Capital Management
New York
|
-$698K |
| 4 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$357K |
| 5 |
JP Morgan Chase
New York
|
-$299K |
ATAXZ Hedge Fund Activity: Q3 2020 in Review
57 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in AMERICA FIRST TAX EXEMT INV LP (ATAXZ) for Q3 2020, worth a combined $25.1M — down 3.9% from $26.1M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of ATAXZ and 7 opened new positions — a net loss of 4 holders — while 20 trimmed existing stakes and 14 added.
The largest buyer was US Bancorp, adding an estimated $1.17M. The largest seller was Geneos Wealth Management, cutting an estimated $1.55M.
- 57 institutional investors held AMERICA FIRST TAX EXEMT INV LP (ATAXZ) as of Q3 2020, down from 61 in Q2 2020.
- Funds reported $25.1M of AMERICA FIRST TAX EXEMT INV LP stock for Q3 2020, down 3.9% quarter-over-quarter.
- 7 funds opened new AMERICA FIRST TAX EXEMT INV LP positions in Q3 2020 and 11 closed out, a net change of -4 holders.
- The largest AMERICA FIRST TAX EXEMT INV LP buyer in Q3 2020 was US Bancorp, an estimated $1.17M added.
- The largest AMERICA FIRST TAX EXEMT INV LP seller in Q3 2020 was Geneos Wealth Management, an estimated $1.55M sold.
Based on aggregated 13F filings for Q3 2020.