AMERICA FIRST TAX EXEMT INV LP
ATAXZ
ATAXZ was delisted on the 30th of June, 2008.
70 hedge funds and large institutions have $30.6M invested in AMERICA FIRST TAX EXEMT INV LP in 2020 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 7 closing their positions.
200% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 7
23% more funds holding
Funds holding: 57 → 70 (+13)
22% more capital invested
Capital invested by funds: $25.1M → $30.6M (+$5.47M)
17% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 18
22% less call options, than puts
Call options by funds: $78K | Put options by funds: $100K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.04M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$1.51M |
| 3 |
BCM
Bluefin Capital Management
New York
|
+$721K |
| 4 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$531K |
| 5 |
VF
Virtu Financial
New York
|
+$431K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
US Bancorp
Minneapolis,
Minnesota
|
-$2.02M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$406K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$284K |
| 4 |
AFIA
America First Investment Advisors
Omaha,
Nebraska
|
-$281K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$227K |
ATAXZ Hedge Fund Activity: Q4 2020 in Review
70 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in AMERICA FIRST TAX EXEMT INV LP (ATAXZ) for Q4 2020, worth a combined $30.6M — up 22% from $25.1M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new ATAXZ positions and 7 closed out — a net gain of 14 holders — while 15 added to existing stakes and 18 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.04M. The largest seller was US Bancorp, cutting an estimated $2.02M.
- 70 institutional investors held AMERICA FIRST TAX EXEMT INV LP (ATAXZ) as of Q4 2020, up from 57 in Q3 2020.
- Funds reported $30.6M of AMERICA FIRST TAX EXEMT INV LP stock for Q4 2020, up 22% quarter-over-quarter.
- 21 funds opened new AMERICA FIRST TAX EXEMT INV LP positions in Q4 2020 and 7 closed out, a net change of +14 holders.
- The largest AMERICA FIRST TAX EXEMT INV LP buyer in Q4 2020 was Morgan Stanley, an estimated $2.04M added.
- The largest AMERICA FIRST TAX EXEMT INV LP seller in Q4 2020 was US Bancorp, an estimated $2.02M sold.
Based on aggregated 13F filings for Q4 2020.