AMERICA FIRST TAX EXEMT INV LP
ATAXZ
ATAXZ was delisted on the 30th of June, 2008.
43 hedge funds and large institutions have $25.8M invested in AMERICA FIRST TAX EXEMT INV LP in 2015 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 7 reducing their positions, and 8 closing their positions.
129% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 7
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less funds holding
Funds holding: 45 → 43 (-2)
14% less capital invested
Capital invested by funds: $29.9M → $25.8M (-$4.11M)
25% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 8
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $79K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$352K |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$177K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$134K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$129K |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$114K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.3M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$701K |
| 3 |
PAA
Peregrine Asset Advisers
Portland,
Oregon
|
-$688K |
| 4 |
OAM
Orinda Asset Management
Lafayette,
California
|
-$332K |
| 5 |
Goldman Sachs
New York
|
-$242K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Walleye Trading
New York
| – | -$5K | -1,000 | Closed |
|
ATAXZ Hedge Fund Activity: Q4 2015 in Review
43 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in AMERICA FIRST TAX EXEMT INV LP (ATAXZ) for Q4 2015, worth a combined $25.8M — down 14% from $29.9M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of ATAXZ and 6 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 16 added.
The largest buyer was Renaissance Technologies, adding an estimated $352K. The largest seller was Morgan Stanley, cutting an estimated $2.3M.
- 43 institutional investors held AMERICA FIRST TAX EXEMT INV LP (ATAXZ) as of Q4 2015, down from 45 in Q3 2015.
- Funds reported $25.8M of AMERICA FIRST TAX EXEMT INV LP stock for Q4 2015, down 14% quarter-over-quarter.
- 6 funds opened new AMERICA FIRST TAX EXEMT INV LP positions in Q4 2015 and 8 closed out, a net change of -2 holders.
- The largest AMERICA FIRST TAX EXEMT INV LP buyer in Q4 2015 was Renaissance Technologies, an estimated $352K added.
- The largest AMERICA FIRST TAX EXEMT INV LP seller in Q4 2015 was Morgan Stanley, an estimated $2.3M sold.
Based on aggregated 13F filings for Q4 2015.