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ATAXZ

AMERICA FIRST TAX EXEMT INV LP
ATAXZ

Delisted

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

66 hedge funds and large institutions have $40.3M invested in AMERICA FIRST TAX EXEMT INV LP in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more capital invested

Capital invested by funds: $30.6M → $40.3M (+$9.74M)

0% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 19

6% less funds holding

Funds holding: 7066 (-4)

31% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 13

100% less call options, than puts

Call options by funds: $1K | Put options by funds: $605K

Holders
66
Holders Change
-4
Holders Change %
-5.71%
% of All Funds
1.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
19
Reduced
19
Closed
13
Calls
$1K
Puts
$605K
Net Calls
-$604K
Net Calls Change
-$582K
Name Holding Trade Value Shares
Change
Change in
Stake
IA
26
IFG Advisory
Georgia
$364K +$132K +24,000 +57%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$345K -$1.6M -289,091 -82%
TWM
28
Tradition Wealth Management
Minnesota
$306K +$14.7K +2,658 +5%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$275K +$155K +27,973 +128%
Creative Planning
30
Creative Planning
Kansas
$254K
C
31
Certuity
Florida
$254K +$5.41K +979 +2%
Group One Trading
32
Group One Trading
Illinois
$254K +$168K +30,338 +195%
Belvedere Trading
33
Belvedere Trading
Illinois
$247K -$101K -18,286 -29%
DLG
34
Daniel L. Goodwin
$247K
FWM
35
Frontier Wealth Management
Missouri
$222K
SMH
36
Sanders Morris Harris
Texas
$218K
Geode Capital Management
37
Geode Capital Management
Massachusetts
$216K
EH
38
Equitable Holdings
New York
$179K +$69.1K +12,495 +63%
JP Morgan Chase
39
JP Morgan Chase
New York
$166K +$166K +30,000 New
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$148K -$4.53K -822 -3%
Osaic Holdings
41
Osaic Holdings
Arizona
$146K -$1.8K -326 -1%
P
42
&Partners
Tennessee
$144K +$144K +24,370 New
PAG
43
Private Advisor Group
New Jersey
$143K +$344 +62 +0.2%
SEI Investments
44
SEI Investments
Pennsylvania
$137K
HighTower Advisors
45
HighTower Advisors
Illinois
$116K +$200 +36 +0.2%
TYCC
46
Texas Yale Capital Corp
Florida
$105K
Citadel Advisors
47
Citadel Advisors
Florida
$102K -$13.1K -2,365 -11%
OBWG
48
Onyx Bridge Wealth Group
New York
$98K +$98K +17,800 New
Mercer Global Advisors
49
Mercer Global Advisors
Colorado
$96K +$96K +17,300 New
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$90K

ATAXZ Hedge Fund Activity: Q1 2021 in Review

66 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in AMERICA FIRST TAX EXEMT INV LP (ATAXZ) for Q1 2021, worth a combined $40.3M — up 32% from $30.6M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of ATAXZ and 9 opened new positions — a net loss of 4 holders — while 19 trimmed existing stakes and 19 added.

The largest buyer was Natixis, opening a new position worth an estimated $1.47M. The largest seller was Royal Bank of Canada, cutting an estimated $1.6M.

  • 66 institutional investors held AMERICA FIRST TAX EXEMT INV LP (ATAXZ) as of Q1 2021, down from 70 in Q4 2020.
  • Funds reported $40.3M of AMERICA FIRST TAX EXEMT INV LP stock for Q1 2021, up 32% quarter-over-quarter.
  • 9 funds opened new AMERICA FIRST TAX EXEMT INV LP positions in Q1 2021 and 13 closed out, a net change of -4 holders.
  • The largest AMERICA FIRST TAX EXEMT INV LP buyer in Q1 2021 was Natixis, an estimated $1.47M added.
  • The largest AMERICA FIRST TAX EXEMT INV LP seller in Q1 2021 was Royal Bank of Canada, an estimated $1.6M sold.

Based on aggregated 13F filings for Q1 2021.