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ATAXZ

AMERICA FIRST TAX EXEMT INV LP
ATAXZ

Delisted

ATAXZ was delisted on the 30th of June, 2008.

66 hedge funds and large institutions have $39.2M invested in AMERICA FIRST TAX EXEMT INV LP in 2019 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

75% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 12

31% more capital invested

Capital invested by funds: $30M → $39.2M (+$9.19M)

18% more funds holding

Funds holding: 5666 (+10)

Holders
66
Holders Change
+10
Holders Change %
+17.86%
% of All Funds
1.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
21
Reduced
12
Closed
6
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
BTS
51
BB&T Securities
Virginia
$83K
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$82K
SWM
53
SeaCrest Wealth Management
New York
$82K
NEPWA
54
New England Private Wealth Advisors
Massachusetts
$79K
OC
55
Oppenheimer & Co
New York
$78K +$266 +39 +0.3%
HighTower Advisors
56
HighTower Advisors
Illinois
$68K
AWM
57
AllSquare Wealth Management
New York
$55K +$55K +8,000 New
LWM
58
Liberty Wealth Management
California
$29K
APA
59
American Portfolios Advisors
New York
$26.8K
MWC
60
MBM Wealth Consultants
Missouri
$25K
OFS
61
Orrstown Financial Services
Pennsylvania
$15K +$15K +2,168 New
DWA
62
Dorsey Wright & Associates
California
$8K +$8K +1,205 New
SIC
63
Salem Investment Counselors
North Carolina
$6K +$6K +1,000 New
HIM
64
Hillsdale Investment Management
Ontario, Canada
$3K
AWM
65
Avior Wealth Management
Nebraska
$2K +$2K +300 New
FANJ
66
Financial Architects (New Jersey)
New Jersey
$1K
First Manhattan
67
First Manhattan
New York
$1K
CI
68
Cavalier Investments
Georgia
-$202K -36,007 Closed
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
-$169K -30,071 Closed
SWP
70
Stratos Wealth Partners
Ohio
-$67K -11,900 Closed
IWA
71
Intercontinental Wealth Advisors
Texas
-$35K -6,200 Closed
AIC
72
Ameritas Investment Company
Nebraska
-$32K -5,768 Closed
TRCT
73
Tower Research Capital (TRC)
New York
-$13K -2,359 Closed

ATAXZ Hedge Fund Activity: Q1 2019 in Review

66 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in AMERICA FIRST TAX EXEMT INV LP (ATAXZ) for Q1 2019, worth a combined $39.2M — up 31% from $30M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new ATAXZ positions and 6 closed out — a net gain of 10 holders — while 21 added to existing stakes and 12 trimmed.

The largest buyer was Geneos Wealth Management, adding an estimated $868K. The largest seller was UBS Group, cutting an estimated $1.49M.

  • 66 institutional investors held AMERICA FIRST TAX EXEMT INV LP (ATAXZ) as of Q1 2019, up from 56 in Q4 2018.
  • Funds reported $39.2M of AMERICA FIRST TAX EXEMT INV LP stock for Q1 2019, up 31% quarter-over-quarter.
  • 16 funds opened new AMERICA FIRST TAX EXEMT INV LP positions in Q1 2019 and 6 closed out, a net change of +10 holders.
  • The largest AMERICA FIRST TAX EXEMT INV LP buyer in Q1 2019 was Geneos Wealth Management, an estimated $868K added.
  • The largest AMERICA FIRST TAX EXEMT INV LP seller in Q1 2019 was UBS Group, an estimated $1.49M sold.

Based on aggregated 13F filings for Q1 2019.