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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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70 hedge funds and large institutions have $30.6M invested in AMERICA FIRST TAX EXEMT INV LP in 2020 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

23% more funds holding

Funds holding: 57 → 70 (+13)

22% more capital invested

Capital invested by funds: $25.1M → $30.6M (+$5.47M)

17% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 18

22% less call options, than puts

Call options by funds: $78K | Put options by funds: $100K

Holders
70
Holders Change
+13
Holders Change %
+22.81%
% of All Funds
1.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
15
Reduced
18
Closed
7
Calls
$78K
Puts
$100K
Net Calls
-$22K
Net Calls Change
-$84K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.04M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$1.51M
3
BCM
Bluefin Capital Management
New York
+$721K
4
GWM
Geneos Wealth Management
Colorado
+$531K
5
VF
Virtu Financial
New York
+$431K

Top Sellers

Rank Fund Capital Flow
1
US Bancorp
US Bancorp
Minnesota
-$2.02M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$406K
3
RJA
Raymond James & Associates
Florida
-$284K
4
AFIA
America First Investment Advisors
Nebraska
-$281K
5
UBS Group
UBS Group
Switzerland
-$227K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
26
Samalin Investment Counsel
New York
$281K +$281K +66,000 New
Belvedere Trading
27
Belvedere Trading
Illinois
$267K +$267K +62,888 New
TWM
28
Tradition Wealth Management
Minnesota
$224K +$224K +52,643 New
Creative Planning
29
Creative Planning
Kansas
$196K – – –
C
30
Certuity
Florida
$191K +$84.9K +20,000 +80%
DLG
31
Daniel L. Goodwin
$190K – – –
IA
32
IFG Advisory
Georgia
$178K +$178K +42,000 New
FWM
33
Frontier Wealth Management
Missouri
$170K – – –
SMH
34
Sanders Morris Harris
Texas
$168K +$53.2K +12,500 +46%
Geode Capital Management
35
Geode Capital Management
Massachusetts
$166K – – –
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$117K +$10.3K +2,449 +10%
Osaic Holdings
37
Osaic Holdings
Arizona
$112K -$14.2K -3,374 -11%
PAG
38
Private Advisor Group
New Jersey
$109K +$10.5K +2,473 +11%
SEI Investments
39
SEI Investments
Pennsylvania
$105K +$105K +24,800 New
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$93K +$26.4K +6,196 +40%
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$90K – – –
Citadel Advisors
42
Citadel Advisors
Florida
$89K +$89K +20,844 New
HighTower Advisors
43
HighTower Advisors
Illinois
$88K +$169 +40 +0.2%
EH
44
Equitable Holdings
New York
$84K -$207K -49,060 -71%
TYCC
45
Texas Yale Capital Corp
Florida
$81K – – –
NFSG
46
Newbridge Financial Services Group
Florida
$75K -$4.51K -1,062 -6%
BRWA
47
B. Riley Wealth Advisors
Florida
$72K -$47 -11 -0.1%
Russell Investments Group
48
Russell Investments Group
United Kingdom
$71K – – –
Group One Trading
49
Group One Trading
Illinois
$66K +$66K +15,588 New
NFC
50
Northeast Financial Consultants
Connecticut
$60K +$60K +14,000 New
1
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ATAXZ Hedge Fund Activity: Q4 2020 in Review

70 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in AMERICA FIRST TAX EXEMT INV LP (ATAXZ) for Q4 2020, worth a combined $30.6M — up 22% from $25.1M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new ATAXZ positions and 7 closed out — a net gain of 14 holders — while 15 added to existing stakes and 18 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.04M. The largest seller was US Bancorp, cutting an estimated $2.02M.

  • 70 institutional investors held AMERICA FIRST TAX EXEMT INV LP (ATAXZ) as of Q4 2020, up from 57 in Q3 2020.
  • Funds reported $30.6M of AMERICA FIRST TAX EXEMT INV LP stock for Q4 2020, up 22% quarter-over-quarter.
  • 21 funds opened new AMERICA FIRST TAX EXEMT INV LP positions in Q4 2020 and 7 closed out, a net change of +14 holders.
  • The largest AMERICA FIRST TAX EXEMT INV LP buyer in Q4 2020 was Morgan Stanley, an estimated $2.04M added.
  • The largest AMERICA FIRST TAX EXEMT INV LP seller in Q4 2020 was US Bancorp, an estimated $2.02M sold.

Based on aggregated 13F filings for Q4 2020.