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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 $40.3M invested in AMERICA FIRST TAX EXEMT INV LP in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more capital invested

Capital invested by funds: $30.6M → $40.3M (+$9.74M)

0% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 19

6% less funds holding

Funds holding: 7066 (-4)

31% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 13

100% less call options, than puts

Call options by funds: $1K | Put options by funds: $605K

Holders
66
Holders Change
-4
Holders Change %
-5.71%
% of All Funds
1.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
19
Reduced
19
Closed
13
Calls
$1K
Puts
$605K
Net Calls
-$604K
Net Calls Change
-$582K
Name Holding Trade Value Shares
Change
Change in
Stake
NFC
51
Northeast Financial Consultants
Connecticut
$88K +$11K +2,000 +14%
NFSG
52
Newbridge Financial Services Group
Florida
$76K -$21.9K -3,958 -22%
SPIA
53
Steward Partners Investment Advisory
New York
$75.1K +$47.4K +8,576 +172%
RFN
54
RDA Financial Network
Iowa
$71K
BWP
55
Baldwin Wealth Partners
Massachusetts
$69K
Citigroup
56
Citigroup
New York
$67K
Wolverine Trading
57
Wolverine Trading
Illinois
$65K +$3.17K +558 +5%
FCA
58
FLC Capital Advisors
California
$62K +$62K +11,300 New
BRWA
59
B. Riley Wealth Advisors
Florida
$60K -$34.8K -6,183 -37%
NFG
60
Next Financial Group
Texas
$51K +$11K +2,000 +27%
AWM
61
AllSquare Wealth Management
New York
$44K +$11K +2,000 +33%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$43K
MWC
63
MBM Wealth Consultants
Missouri
$20K
LWP
64
Lumature Wealth Partners
Georgia
$8K +$8K +1,500 New
APA
65
American Portfolios Advisors
New York
$5.53K
GCP
66
GSA Capital Partners
United Kingdom
-$662K -155,683 Closed
Arrowstreet Capital
67
Arrowstreet Capital
Massachusetts
-$637K -149,800 Closed
VF
68
Virtu Financial
New York
-$431K -101,359 Closed
Russell Investments Group
69
Russell Investments Group
United Kingdom
-$71K -16,800 Closed
WS
70
Wedbush Securities
California
-$57K -13,460 Closed
JF
71
Jump Financial
Illinois
-$47K -11,100 Closed
LGA
72
Lebenthal Global Advisors
New York
-$8K -2,000 Closed
ASN
73
Advisory Services Network
Georgia
-$5K -1,073 Closed
IA
74
Inspire Advisors
Idaho
-$4K -1,024 Closed
HR
75
Howe & Rusling
New York
-$4K -1,000 Closed

ATAXZ Hedge Fund Activity: Q1 2021 in Review

66 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in AMERICA FIRST TAX EXEMT INV LP (ATAXZ) for Q1 2021, worth a combined $40.3M — up 32% from $30.6M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of ATAXZ and 9 opened new positions — a net loss of 4 holders — while 19 trimmed existing stakes and 19 added.

The largest buyer was Natixis, opening a new position worth an estimated $1.47M. The largest seller was Royal Bank of Canada, cutting an estimated $1.6M.

  • 66 institutional investors held AMERICA FIRST TAX EXEMT INV LP (ATAXZ) as of Q1 2021, down from 70 in Q4 2020.
  • Funds reported $40.3M of AMERICA FIRST TAX EXEMT INV LP stock for Q1 2021, up 32% quarter-over-quarter.
  • 9 funds opened new AMERICA FIRST TAX EXEMT INV LP positions in Q1 2021 and 13 closed out, a net change of -4 holders.
  • The largest AMERICA FIRST TAX EXEMT INV LP buyer in Q1 2021 was Natixis, an estimated $1.47M added.
  • The largest AMERICA FIRST TAX EXEMT INV LP seller in Q1 2021 was Royal Bank of Canada, an estimated $1.6M sold.

Based on aggregated 13F filings for Q1 2021.