AMERICA FIRST TAX EXEMT INV LP
ATAXZ
ATAXZ was delisted on the 30th of June, 2008.
52 hedge funds and large institutions have $30.1M invested in AMERICA FIRST TAX EXEMT INV LP in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 7 closing their positions.
0% less capital invested
Capital invested by funds: $30.2M → $30.1M (-$66.5K)
2% less funds holding
Funds holding: 53 → 52 (-1)
13% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 15
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $1K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$910K |
| 2 |
LPL Financial
San Diego,
California
|
+$408K |
| 3 |
CI
Cavalier Investments
Alpharetta,
Georgia
|
+$223K |
| 4 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$135K |
| 5 |
Allianz Asset Management
Munich,
Germany
|
+$102K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$890K |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$328K |
| 3 |
Renaissance Technologies
New York
|
-$298K |
| 4 |
Morgan Stanley
New York
|
-$223K |
| 5 |
GP
Girard Partners
King Of Prussia,
Pennsylvania
|
-$159K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIC
51
Salem Investment Counselors
Winston Salem,
North Carolina
| $6K | – | – | – |
|
|
HIM
52
Hillsdale Investment Management
Toronto,
Ontario, Canada
| $3K | +$1.5K | +230 | +100% |
|
53
Group One Trading
Chicago,
Illinois
| $1K | +$1K | +200 | New |
|
|
GP
54
Girard Partners
King Of Prussia,
Pennsylvania
| – | -$159K | -26,227 | Closed |
|
|
PAG
55
Private Advisor Group
Morristown,
New Jersey
| – | -$126K | -20,257 | Closed |
|
|
FT
56
Fiduciary Trust
Boston,
Massachusetts
| – | -$103K | -17,000 | Closed |
|
|
JIC
57
Joel Isaacson & Co
New York
| – | -$91K | -15,005 | Closed |
|
|
RJT
58
Raymond James Trust
St. Petersburg,
Florida
| – | -$72K | -11,850 | Closed |
|
|
VF
59
Virtu Financial
New York
| – | -$63K | -10,480 | Closed |
|
60
SEI Investments
Oaks,
Pennsylvania
| – | -$25K | -4,200 | Closed |
|
ATAXZ Hedge Fund Activity: Q1 2018 in Review
52 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in AMERICA FIRST TAX EXEMT INV LP (ATAXZ) for Q1 2018, worth a combined $30.1M — down 0.22% from $30.2M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of ATAXZ and 6 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 13 added.
The largest buyer was Raymond James & Associates, adding an estimated $910K. The largest seller was Royal Bank of Canada, cutting an estimated $890K.
- 52 institutional investors held AMERICA FIRST TAX EXEMT INV LP (ATAXZ) as of Q1 2018, down from 53 in Q4 2017.
- Funds reported $30.1M of AMERICA FIRST TAX EXEMT INV LP stock for Q1 2018, down 0.22% quarter-over-quarter.
- 6 funds opened new AMERICA FIRST TAX EXEMT INV LP positions in Q1 2018 and 7 closed out, a net change of -1 holder.
- The largest AMERICA FIRST TAX EXEMT INV LP buyer in Q1 2018 was Raymond James & Associates, an estimated $910K added.
- The largest AMERICA FIRST TAX EXEMT INV LP seller in Q1 2018 was Royal Bank of Canada, an estimated $890K sold.
Based on aggregated 13F filings for Q1 2018.