AMERICA FIRST TAX EXEMT INV LP
ATAXZ
ATAXZ was delisted on the 30th of June, 2008.
56 hedge funds and large institutions have $30M invested in AMERICA FIRST TAX EXEMT INV LP in 2018 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 7 closing their positions.
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
14% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 14
4% more funds holding
Funds holding: 54 → 56 (+2)
6% less capital invested
Capital invested by funds: $32M → $30M (-$2M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
US Bancorp
Minneapolis,
Minnesota
|
+$1.35M |
| 2 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$259K |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$170K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$169K |
| 5 |
Mariner
Overland Park,
Kansas
|
+$126K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AFM
Anson Funds Management
Dallas,
Texas
|
-$1.63M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$1.5M |
| 3 |
Renaissance Technologies
New York
|
-$693K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$166K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$125K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIC
51
Ameritas Investment Company
Lincoln,
Nebraska
| $32K | +$32K | +5,768 | New |
|
|
LWM
52
Liberty Wealth Management
Oakland,
California
| $23K | +$23K | +4,250 | New |
|
|
APA
53
American Portfolios Advisors
Holbrook,
New York
| $21.9K | – | – | – |
|
|
MWC
54
MBM Wealth Consultants
Chesterfield,
Missouri
| $20K | +$20K | +3,640 | New |
|
|
TRCT
55
Tower Research Capital (TRC)
New York
| $13K | +$13K | +2,359 | New |
|
|
HIM
56
Hillsdale Investment Management
Toronto,
Ontario, Canada
| $3K | -$1.02K | -170 | -25% |
|
|
AFM
57
Anson Funds Management
Dallas,
Texas
| – | -$1.63M | -1,250,000 | Closed |
|
|
AAMU
58
Amundi Asset Management US
Boston,
Massachusetts
| – | -$74K | -13,000 | Closed |
|
|
CA
59
Cetera Advisors
Denver,
Colorado
| – | -$74K | -13,000 | Closed |
|
60
Simplex Trading
Chicago,
Illinois
| – | -$31K | -5,589 | Closed |
|
61
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$17K | -3,066 | Closed |
|
|
SPIA
62
Steward Partners Investment Advisory
New York
| – | -$17K | -3,000 | Closed |
|
|
SIC
63
Salem Investment Counselors
Winston Salem,
North Carolina
| – | -$6K | -1,000 | Closed |
|
ATAXZ Hedge Fund Activity: Q4 2018 in Review
56 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in AMERICA FIRST TAX EXEMT INV LP (ATAXZ) for Q4 2018, worth a combined $30M — down 6.2% from $32M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new ATAXZ positions and 7 closed out — a net gain of 2 holders — while 16 added to existing stakes and 14 trimmed.
The largest buyer was US Bancorp, adding an estimated $1.35M. The largest seller was Anson Funds Management, exiting entirely with an estimated $1.63M sold.
- 56 institutional investors held AMERICA FIRST TAX EXEMT INV LP (ATAXZ) as of Q4 2018, up from 54 in Q3 2018.
- Funds reported $30M of AMERICA FIRST TAX EXEMT INV LP stock for Q4 2018, down 6.2% quarter-over-quarter.
- 9 funds opened new AMERICA FIRST TAX EXEMT INV LP positions in Q4 2018 and 7 closed out, a net change of +2 holders.
- The largest AMERICA FIRST TAX EXEMT INV LP buyer in Q4 2018 was US Bancorp, an estimated $1.35M added.
- The largest AMERICA FIRST TAX EXEMT INV LP seller in Q4 2018 was Anson Funds Management, an estimated $1.63M sold.
Based on aggregated 13F filings for Q4 2018.