AMERICA FIRST TAX EXEMT INV LP
ATAXZ
ATAXZ was delisted on the 30th of June, 2008.
56 hedge funds and large institutions have $33.1M invested in AMERICA FIRST TAX EXEMT INV LP in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 6 closing their positions.
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
17% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 12
10% more capital invested
Capital invested by funds: $30.1M → $33.1M (+$2.98M)
8% more funds holding
Funds holding: 52 → 56 (+4)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $1K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$1.54M |
| 2 |
LPL Financial
San Diego,
California
|
+$524K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$236K |
| 4 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$149K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$147K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
California Public Employees Retirement System
Sacramento,
California
|
-$247K |
| 2 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
-$154K |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$140K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$129K |
| 5 |
AFIA
America First Investment Advisors
Omaha,
Nebraska
|
-$128K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SPIA
51
Steward Partners Investment Advisory
New York
| $19K | +$19K | +3,000 | New |
|
52
US Bancorp
Minneapolis,
Minnesota
| $13K | – | – | – |
|
|
SIC
53
Salem Investment Counselors
Winston Salem,
North Carolina
| $6K | – | – | – |
|
|
HIM
54
Hillsdale Investment Management
Toronto,
Ontario, Canada
| $5K | +$2.16K | +350 | +76% |
|
55
Group One Trading
Chicago,
Illinois
| $1K | – | – | – |
|
|
56
California Public Employees Retirement System
Sacramento,
California
| – | -$247K | -40,064 | Closed |
|
|
ACP
57
Aveo Capital Partners
Englewood,
Colorado
| – | -$154K | -24,995 | Closed |
|
|
58
Arrowstreet Capital
Boston,
Massachusetts
| – | -$140K | -22,700 | Closed |
|
|
IWM
59
IHT Wealth Management
Chicago,
Illinois
| – | -$42K | -6,728 | Closed |
|
|
SWP
60
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$40K | -6,400 | Closed |
|
|
TRCT
61
Tower Research Capital (TRC)
New York
| – | -$23K | -3,739 | Closed |
|
ATAXZ Hedge Fund Activity: Q2 2018 in Review
56 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in AMERICA FIRST TAX EXEMT INV LP (ATAXZ) for Q2 2018, worth a combined $33.1M — up 9.9% from $30.1M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new ATAXZ positions and 6 closed out — a net gain of 4 holders — while 14 added to existing stakes and 12 trimmed.
The largest buyer was JP Morgan Private Wealth Advisors, opening a new position worth an estimated $1.54M. The largest seller was California Public Employees Retirement System, exiting entirely with an estimated $247K sold.
- 56 institutional investors held AMERICA FIRST TAX EXEMT INV LP (ATAXZ) as of Q2 2018, up from 52 in Q1 2018.
- Funds reported $33.1M of AMERICA FIRST TAX EXEMT INV LP stock for Q2 2018, up 9.9% quarter-over-quarter.
- 10 funds opened new AMERICA FIRST TAX EXEMT INV LP positions in Q2 2018 and 6 closed out, a net change of +4 holders.
- The largest AMERICA FIRST TAX EXEMT INV LP buyer in Q2 2018 was JP Morgan Private Wealth Advisors, an estimated $1.54M added.
- The largest AMERICA FIRST TAX EXEMT INV LP seller in Q2 2018 was California Public Employees Retirement System, an estimated $247K sold.
Based on aggregated 13F filings for Q2 2018.