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ATAXZ

AMERICA FIRST TAX EXEMT INV LP
ATAXZ

Delisted

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

69 hedge funds and large institutions have $44.1M invested in AMERICA FIRST TAX EXEMT INV LP in 2019 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

100% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 12

12% more capital invested

Capital invested by funds: $39.2M → $44.1M (+$4.83M)

5% more funds holding

Funds holding: 6669 (+3)

Holders
69
Holders Change
+3
Holders Change %
+4.55%
% of All Funds
1.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
24
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
51
Citigroup
New York
$87K
BTS
52
BB&T Securities
Virginia
$86K
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$85K
SWM
54
SeaCrest Wealth Management
New York
$85K
AWM
55
AllSquare Wealth Management
New York
$85K +$28.3K +4,000 +50%
NEPWA
56
New England Private Wealth Advisors
Massachusetts
$82K
OC
57
Oppenheimer & Co
New York
$82K +$265 +37 +0.3%
P
58
&Partners
Tennessee
$82K +$82K +11,540 New
HighTower Advisors
59
HighTower Advisors
Illinois
$72K
APA
60
American Portfolios Advisors
New York
$63.4K +$35.6K +5,000 +128%
AAP
61
Arax Advisory Partners
Colorado
$51K +$51K +7,104 New
SPIA
62
Steward Partners Investment Advisory
New York
$35K +$35K +5,000 New
LWM
63
Liberty Wealth Management
California
$30K
MWC
64
MBM Wealth Consultants
Missouri
$26K
Russell Investments Group
65
Russell Investments Group
United Kingdom
$25K
MIM
66
Macroview Investment Management
Maryland
$25K +$25K +3,508 New
DWA
67
Dorsey Wright & Associates
California
$11K +$2.75K +401 +33%
SIC
68
Salem Investment Counselors
North Carolina
$7K
HIM
69
Hillsdale Investment Management
Ontario, Canada
$4K
AWM
70
Avior Wealth Management
Nebraska
$2K
First Manhattan
71
First Manhattan
New York
$1K
JMPWA
72
JP Morgan Private Wealth Advisors
California
-$900K -131,001 Closed
AAM
73
American Asset Management
Florida
-$96K -14,000 Closed
OFS
74
Orrstown Financial Services
Pennsylvania
-$15K -2,168 Closed

ATAXZ Hedge Fund Activity: Q2 2019 in Review

69 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in AMERICA FIRST TAX EXEMT INV LP (ATAXZ) for Q2 2019, worth a combined $44.1M — up 12% from $39.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new ATAXZ positions and 4 closed out — a net gain of 4 holders — while 24 added to existing stakes and 12 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $1.26M. The largest seller was JP Morgan Private Wealth Advisors, exiting entirely with an estimated $900K sold.

  • 69 institutional investors held AMERICA FIRST TAX EXEMT INV LP (ATAXZ) as of Q2 2019, up from 66 in Q1 2019.
  • Funds reported $44.1M of AMERICA FIRST TAX EXEMT INV LP stock for Q2 2019, up 12% quarter-over-quarter.
  • 8 funds opened new AMERICA FIRST TAX EXEMT INV LP positions in Q2 2019 and 4 closed out, a net change of +4 holders.
  • The largest AMERICA FIRST TAX EXEMT INV LP buyer in Q2 2019 was Arrowstreet Capital, an estimated $1.26M added.
  • The largest AMERICA FIRST TAX EXEMT INV LP seller in Q2 2019 was JP Morgan Private Wealth Advisors, an estimated $900K sold.

Based on aggregated 13F filings for Q2 2019.