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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65 hedge funds and large institutions have $46.4M invested in AMERICA FIRST TAX EXEMT INV LP in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 8 closing their positions.

Holders
65
Holders Change
-1
Holders Change %
-1.52%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
15
Reduced
18
Closed
8
Calls
$410K
Puts
$351K
Net Calls
+$59K
Net Calls Change
+$663K

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$760K
2
RJA
2
Raymond James & Associates
Florida
$2.57M
3
ASFA
3
All Season Financial Advisors
Colorado
$334K
4
FCH
4
Freestone Capital Holdings
Washington
$4.66M
5
C
5
Certuity
Florida
$479K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.97M
2
California Public Employees Retirement System
2
California Public Employees Retirement System
California
$206K
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$0
4
Truist Financial
4
Truist Financial
North Carolina
$182K
5
IA
5
IFG Advisory
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TWM
26
Tradition Wealth Management
Minnesota
$364K 53,999 -1,302 -2%
ASFA
27
All Season Financial Advisors
Colorado
$334K 49,562 +49,562 New
DLG
28
Daniel L. Goodwin
$301K 44,700 – –
Creative Planning
29
Creative Planning
Kansas
$297K 44,000 -2,000 -4%
FWM
30
Frontier Wealth Management
Missouri
$270K 40,081 – –
SMH
31
Sanders Morris Harris
Texas
$266K 39,500 – –
Geode Capital Management
32
Geode Capital Management
Massachusetts
$263K 39,141 – –
EH
33
Equitable Holdings
New York
$224K 33,300 +942 +3%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$206K 30,541 -94,459 -76%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$202K 30,000 – –
PAG
36
Private Advisor Group
New Jersey
$185K 27,459 +1,651 +6%
Truist Financial
37
Truist Financial
North Carolina
$182K 27,000 -75,456 -74%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$181K 26,883 – –
Osaic Holdings
39
Osaic Holdings
Arizona
$175K 25,881 -491 -2%
SEI Investments
40
SEI Investments
Pennsylvania
$167K 24,800 – –
Group One Trading
41
Group One Trading
Illinois
$165K 24,420 -21,506 -47%
P
42
&Partners
Tennessee
$163K 26,120 +1,750 +7%
Citadel Advisors
43
Citadel Advisors
Florida
$144K 21,381 +2,902 +16%
OBWG
44
Onyx Bridge Wealth Group
New York
$131K 19,450 +1,650 +9%
TYCC
45
Texas Yale Capital Corp
Florida
$128K 19,007 – –
TSS
46
Two Sigma Securities
New York
$118K 17,514 +17,514 New
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$117K 17,300 – –
Bank of New York Mellon
48
Bank of New York Mellon
New York
$110K 16,394 +16,394 New
NFC
49
Northeast Financial Consultants
Connecticut
$108K 16,000 – –
HighTower Advisors
50
HighTower Advisors
Illinois
$98K 14,348 -6,522 -31%
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