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ATAXZ

AMERICA FIRST TAX EXEMT INV LP
ATAXZ

Delisted

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

74 hedge funds and large institutions have $56M invested in AMERICA FIRST TAX EXEMT INV LP in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 11

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

27% more capital invested

Capital invested by funds: $44.1M → $56M (+$11.9M)

7% more funds holding

Funds holding: 6974 (+5)

20% less call options, than puts

Call options by funds: $20K | Put options by funds: $25K

Holders
74
Holders Change
+5
Holders Change %
+7.25%
% of All Funds
1.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
28
Reduced
11
Closed
6
Calls
$20K
Puts
$25K
Net Calls
-$5K
Net Calls Change
-$5K
Name Holding Trade Value Shares
Change
Change in
Stake
SIAS
51
Shine Investment Advisory Services
Colorado
$109K +$109K +13,273 New
BTS
52
BB&T Securities
Virginia
$107K +$8.17K +1,000 +8%
BWP
53
Baldwin Wealth Partners
Massachusetts
$102K
HighTower Advisors
54
HighTower Advisors
Illinois
$102K +$20.1K +2,450 +25%
Citigroup
55
Citigroup
New York
$100K
AWM
56
AllSquare Wealth Management
New York
$98K
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$98K
SWM
58
SeaCrest Wealth Management
New York
$97K
NEPWA
59
New England Private Wealth Advisors
Massachusetts
$94K
P
60
&Partners
Tennessee
$94K
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$90K
APA
62
American Portfolios Advisors
New York
$72.8K
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$61K -$122K -15,000 -67%
AAP
64
Arax Advisory Partners
Colorado
$59K +$1.03K +126 +2%
SPIA
65
Steward Partners Investment Advisory
New York
$40K
LWM
66
Liberty Wealth Management
California
$35K
MWC
67
MBM Wealth Consultants
Missouri
$30K
MIM
68
Macroview Investment Management
Maryland
$26K -$2.56K -314 -9%
DWA
69
Dorsey Wright & Associates
California
$13K +$16 +2 +0.1%
SIC
70
Salem Investment Counselors
North Carolina
$8K
HIM
71
Hillsdale Investment Management
Ontario, Canada
$3K -$750 -100 -20%
Barclays
72
Barclays
United Kingdom
$3K +$3K +400 New
AWM
73
Avior Wealth Management
Nebraska
$2K
AIC
74
Ameritas Investment Company
Nebraska
$1K +$1K +125 New
VF
75
Virtu Financial
New York
-$137K -19,292 Closed

ATAXZ Hedge Fund Activity: Q3 2019 in Review

74 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in AMERICA FIRST TAX EXEMT INV LP (ATAXZ) for Q3 2019, worth a combined $56M — up 27% from $44.1M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new ATAXZ positions and 6 closed out — a net gain of 5 holders — while 28 added to existing stakes and 11 trimmed.

The largest buyer was UBS Group, adding an estimated $2.38M. The largest seller was Renaissance Technologies, cutting an estimated $1.08M.

  • 74 institutional investors held AMERICA FIRST TAX EXEMT INV LP (ATAXZ) as of Q3 2019, up from 69 in Q2 2019.
  • Funds reported $56M of AMERICA FIRST TAX EXEMT INV LP stock for Q3 2019, up 27% quarter-over-quarter.
  • 11 funds opened new AMERICA FIRST TAX EXEMT INV LP positions in Q3 2019 and 6 closed out, a net change of +5 holders.
  • The largest AMERICA FIRST TAX EXEMT INV LP buyer in Q3 2019 was UBS Group, an estimated $2.38M added.
  • The largest AMERICA FIRST TAX EXEMT INV LP seller in Q3 2019 was Renaissance Technologies, an estimated $1.08M sold.

Based on aggregated 13F filings for Q3 2019.