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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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 6 closing their positions.

Holders
70
Holders Change
+14
Holders Change %
+25%
% 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
6
Calls
$78K
Puts
$100K
Net Calls
-$22K
Net Calls Change
-$84K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.47M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$1.51M
3
BCM
3
Bluefin Capital Management
New York
$721K
4
GWM
4
Geneos Wealth Management
Colorado
$6.2M
5
VF
5
Virtu Financial
New York
$431K

Top Sellers

1
US Bancorp
1
US Bancorp
Minnesota
$558K
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$1.15M
3
RJA
3
Raymond James & Associates
Florida
$1.28M
4
AFIA
4
America First Investment Advisors
Nebraska
$1.57M
5
UBS Group
5
UBS Group
Switzerland
$713K
Name Market Value Shares Shares
Change 		Shares
Change %
SIC
26
Samalin Investment Counsel
New York
$281K 66,000 +66,000 New
Belvedere Trading
27
Belvedere Trading
Illinois
$267K 62,888 +62,888 New
TWM
28
Tradition Wealth Management
Minnesota
$224K 52,643 +52,643 New
Creative Planning
29
Creative Planning
Kansas
$196K 46,000 – –
C
30
Certuity
Florida
$191K 45,000 +20,000 +80%
DLG
31
Daniel L. Goodwin
$190K 44,700 – –
IA
32
IFG Advisory
Georgia
$178K 42,000 +42,000 New
FWM
33
Frontier Wealth Management
Missouri
$170K 40,081 – –
SMH
34
Sanders Morris Harris
Texas
$168K 39,500 +12,500 +46%
Geode Capital Management
35
Geode Capital Management
Massachusetts
$166K 39,141 – –
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$117K 27,705 +2,449 +10%
Osaic Holdings
37
Osaic Holdings
Arizona
$112K 26,698 -3,374 -11%
PAG
38
Private Advisor Group
New Jersey
$109K 25,746 +2,473 +11%
SEI Investments
39
SEI Investments
Pennsylvania
$105K 24,800 +24,800 New
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$93K 21,814 +6,196 +40%
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$90K 13,424 – –
Citadel Advisors
42
Citadel Advisors
Florida
$89K 20,844 +20,844 New
HighTower Advisors
43
HighTower Advisors
Illinois
$88K 20,834 +40 +0.2%
EH
44
Equitable Holdings
New York
$84K 19,863 -49,060 -71%
TYCC
45
Texas Yale Capital Corp
Florida
$81K 19,007 – –
NFSG
46
Newbridge Financial Services Group
Florida
$75K 17,677 -1,062 -6%
BRWA
47
B. Riley Wealth Advisors
Florida
$72K 16,854 -11 -0.1%
Russell Investments Group
48
Russell Investments Group
United Kingdom
$71K 16,800 – –
Group One Trading
49
Group One Trading
Illinois
$66K 15,588 +15,588 New
NFC
50
Northeast Financial Consultants
Connecticut
$60K 14,000 +14,000 New
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