AMERICA FIRST TAX EXEMT INV LP
ATAXZ
ATAXZ was delisted on the 30th of June, 2008.
44 hedge funds and large institutions have $32.5M invested in AMERICA FIRST TAX EXEMT INV LP in 2014 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 8 closing their positions.
50% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 8
10% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 10
7% more funds holding
Funds holding: 41 → 44 (+3)
7% more capital invested
Capital invested by funds: $30.5M → $32.5M (+$2M)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $96K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OAM
Orinda Asset Management
Lafayette,
California
|
+$2.39M |
| 2 |
TC
Talkot Capital
Sausalito,
California
|
+$1.77M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$1.14M |
| 4 |
Renaissance Technologies
New York
|
+$832K |
| 5 |
VKH
Virtu KCG Holdings
New York
|
+$264K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$722K |
| 2 |
California Public Employees Retirement System
Sacramento,
California
|
-$421K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$384K |
| 4 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$359K |
| 5 |
NCCM
Nine Chapters Capital Management
Short Hills,
New Jersey
|
-$205K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Ameriprise
Minneapolis,
Minnesota
| – | -$19K | -3,191 | Closed |
|
|
TRCT
52
Tower Research Capital (TRC)
New York
| – | -$5K | -820 | Closed |
|
ATAXZ Hedge Fund Activity: Q4 2014 in Review
44 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in AMERICA FIRST TAX EXEMT INV LP (ATAXZ) for Q4 2014, worth a combined $32.5M — up 6.6% from $30.5M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new ATAXZ positions and 8 closed out — a net gain of 4 holders — while 11 added to existing stakes and 10 trimmed.
The largest buyer was Orinda Asset Management, adding an estimated $2.39M. The largest seller was Morgan Stanley, cutting an estimated $722K.
- 44 institutional investors held AMERICA FIRST TAX EXEMT INV LP (ATAXZ) as of Q4 2014, up from 41 in Q3 2014.
- Funds reported $32.5M of AMERICA FIRST TAX EXEMT INV LP stock for Q4 2014, up 6.6% quarter-over-quarter.
- 12 funds opened new AMERICA FIRST TAX EXEMT INV LP positions in Q4 2014 and 8 closed out, a net change of +4 holders.
- The largest AMERICA FIRST TAX EXEMT INV LP buyer in Q4 2014 was Orinda Asset Management, an estimated $2.39M added.
- The largest AMERICA FIRST TAX EXEMT INV LP seller in Q4 2014 was Morgan Stanley, an estimated $722K sold.
Based on aggregated 13F filings for Q4 2014.