AMERICA FIRST TAX EXEMT INV LP
ATAXZ
ATAXZ was delisted on the 30th of June, 2008.
61 hedge funds and large institutions have $26.1M invested in AMERICA FIRST TAX EXEMT INV LP in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 20 reducing their positions, and 18 closing their positions.
15% less funds holding
Funds holding: 72 → 61 (-11)
23% less capital invested
Capital invested by funds: $34M → $26.1M (-$7.82M)
30% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 20
61% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$679K |
| 2 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$273K |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$242K |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$236K |
| 5 |
California Public Employees Retirement System
Sacramento,
California
|
+$186K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mariner
Overland Park,
Kansas
|
-$591K |
| 2 |
CL
CPWM LLC
Seattle,
Washington
|
-$524K |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
-$283K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$201K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$198K |
ATAXZ Hedge Fund Activity: Q2 2020 in Review
61 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in AMERICA FIRST TAX EXEMT INV LP (ATAXZ) for Q2 2020, worth a combined $26.1M — down 23% from $34M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of ATAXZ and 7 opened new positions — a net loss of 11 holders — while 20 trimmed existing stakes and 14 added.
The largest buyer was Morgan Stanley, adding an estimated $679K. The largest seller was Mariner, cutting an estimated $591K.
- 61 institutional investors held AMERICA FIRST TAX EXEMT INV LP (ATAXZ) as of Q2 2020, down from 72 in Q1 2020.
- Funds reported $26.1M of AMERICA FIRST TAX EXEMT INV LP stock for Q2 2020, down 23% quarter-over-quarter.
- 7 funds opened new AMERICA FIRST TAX EXEMT INV LP positions in Q2 2020 and 18 closed out, a net change of -11 holders.
- The largest AMERICA FIRST TAX EXEMT INV LP buyer in Q2 2020 was Morgan Stanley, an estimated $679K added.
- The largest AMERICA FIRST TAX EXEMT INV LP seller in Q2 2020 was Mariner, an estimated $591K sold.
Based on aggregated 13F filings for Q2 2020.