AMERICA FIRST TAX EXEMT INV LP
ATAXZ
ATAXZ was delisted on the 30th of June, 2008.
62 hedge funds and large institutions have $43.1M invested in AMERICA FIRST TAX EXEMT INV LP in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 8 reducing their positions, and 9 closing their positions.
213% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 8
44% more call options, than puts
Call options by funds: $450K | Put options by funds: $312K
5% less funds holding
Funds holding: 65 → 62 (-3)
7% less capital invested
Capital invested by funds: $46.4M → $43.1M (-$3.33M)
22% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$841K |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$799K |
| 3 |
Koshinski Asset Management
Decatur,
Illinois
|
+$638K |
| 4 |
FCH
Freestone Capital Holdings
Seattle,
Washington
|
+$536K |
| 5 |
William Blair & Company
Chicago,
Illinois
|
+$376K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$2.26M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$444K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$264K |
| 4 |
California Public Employees Retirement System
Sacramento,
California
|
-$206K |
| 5 |
SEI Investments
Oaks,
Pennsylvania
|
-$167K |
ATAXZ Hedge Fund Activity: Q3 2021 in Review
62 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in AMERICA FIRST TAX EXEMT INV LP (ATAXZ) for Q3 2021, worth a combined $43.1M — down 7.2% from $46.4M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of ATAXZ and 7 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 25 added.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $841K. The largest seller was Hotchkis & Wiley Capital Management, exiting entirely with an estimated $2.26M sold.
- 62 institutional investors held AMERICA FIRST TAX EXEMT INV LP (ATAXZ) as of Q3 2021, down from 65 in Q2 2021.
- Funds reported $43.1M of AMERICA FIRST TAX EXEMT INV LP stock for Q3 2021, down 7.2% quarter-over-quarter.
- 7 funds opened new AMERICA FIRST TAX EXEMT INV LP positions in Q3 2021 and 9 closed out, a net change of -2 holders.
- The largest AMERICA FIRST TAX EXEMT INV LP buyer in Q3 2021 was Susquehanna International Group, an estimated $841K added.
- The largest AMERICA FIRST TAX EXEMT INV LP seller in Q3 2021 was Hotchkis & Wiley Capital Management, an estimated $2.26M sold.
Based on aggregated 13F filings for Q3 2021.