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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62 hedge funds and large institutions have $43.1M invested in AMERICA FIRST TAX EXEMT INV LP in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 8 reducing their positions, and 9 closing their positions.

Holders
62
Holders Change
-3
Holders Change %
-4.62%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
25
Reduced
8
Closed
9
Calls
$450K
Puts
$312K
Net Calls
+$138K
Net Calls Change
+$79K

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$841K
2
RJA
2
Raymond James & Associates
Florida
$3.07M
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$638K
4
FCH
4
Freestone Capital Holdings
Washington
$4.66M
5
William Blair & Company
5
William Blair & Company
Illinois
$376K

Top Sellers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$0
2
Ameriprise
2
Ameriprise
Minnesota
$0
3
Wells Fargo
3
Wells Fargo
California
$602K
4
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$0
5
SEI Investments
5
SEI Investments
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
William Blair & Company
26
William Blair & Company
Illinois
$376K 63,090 +63,090 New
ASFA
27
All Season Financial Advisors
Colorado
$336K 56,352 +6,790 +14%
TWM
28
Tradition Wealth Management
Minnesota
$327K 54,858 +859 +2%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$309K 51,883 +25,000 +93%
Creative Planning
30
Creative Planning
Kansas
$286K 48,000 +4,000 +9%
XF
31
XML Financial
Maryland
$279K 46,750 +46,750 New
DLG
32
Daniel L. Goodwin
$266K 44,700 – –
FWM
33
Frontier Wealth Management
Missouri
$239K 40,081 – –
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$238K 40,000 +10,000 +33%
SMH
35
Sanders Morris Harris
Texas
$235K 39,500 – –
VF
36
Virtu Financial
New York
$235K 39,494 +25,942 +191%
Geode Capital Management
37
Geode Capital Management
Massachusetts
$233K 39,141 – –
Osaic Holdings
38
Osaic Holdings
Arizona
$223K 37,391 +11,510 +44%
PAG
39
Private Advisor Group
New Jersey
$173K 29,037 +1,578 +6%
EH
40
Equitable Holdings
New York
$163K 27,392 -5,908 -18%
Truist Financial
41
Truist Financial
North Carolina
$161K 27,000 – –
P
42
&Partners
Tennessee
$154K 25,770 -350 -1%
Group One Trading
43
Group One Trading
Illinois
$146K 24,420 – –
AWM
44
AE Wealth Management
Kansas
$135K 22,579 +22,579 New
OBWG
45
Onyx Bridge Wealth Group
New York
$126K 19,450 – –
TYCC
46
Texas Yale Capital Corp
Florida
$113K 19,007 – –
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$103K 17,300 – –
NFC
48
Northeast Financial Consultants
Connecticut
$95K 16,000 – –
Marshall Wace
49
Marshall Wace
United Kingdom
$91K 15,299 +15,299 New
HF
50
HRT Financial
New York
$86K 14,441 +14,441 New
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