ATAXZ

AMERICA FIRST TAX EXEMT INV LP
ATAXZ

Overview Fund Activity
Delisted

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

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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.

Holders
62
Holders Change
-3
Holders Change %
-4.62%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
25
Reduced
8
Closed
9
Calls
$450K
Puts
$312K
Net Calls
+$138K
Net Calls Change
+$79K

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$841K
2
RJA
2
Raymond James & Associates
Florida
$3.07M
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$638K
4
FCH
4
Freestone Capital Holdings
Washington
$4.66M
5
William Blair & Company
5
William Blair & Company
Illinois
$376K

Top Sellers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$0
2
Ameriprise
2
Ameriprise
Minnesota
$0
3
Wells Fargo
3
Wells Fargo
California
$602K
4
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$0
5
SEI Investments
5
SEI Investments
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BFA
51
Beacon Financial Advisory
Ohio
$80K 13,392 +3,162 +31%
NFSG
52
Newbridge Financial Services Group
Florida
$79K 13,224 +119 +0.9%
HighTower Advisors
53
HighTower Advisors
Illinois
$77K 12,791 -1,557 -11%
BWP
54
Baldwin Wealth Partners
Massachusetts
$75K 12,500 – –
FCA
55
FLC Capital Advisors
California
$67K 11,300 – –
BRWA
56
B. Riley Wealth Advisors
Florida
$64K 10,694 +22 +0.2%
AWM
57
AllSquare Wealth Management
New York
$48K 8,000 – –
NFG
58
Next Financial Group
Texas
$36K 6,000 – –
APA
59
American Portfolios Advisors
New York
$35.8K 6,000 +5,000 +500%
SPIA
60
Steward Partners Investment Advisory
New York
$30K 5,000 – –
MWC
61
MBM Wealth Consultants
Missouri
$22K 3,640 – –
LWP
62
Lumature Wealth Partners
Georgia
$9K 1,500 – –
Hotchkis & Wiley Capital Management
63
Hotchkis & Wiley Capital Management
California
– – -335,530 Closed
Ameriprise
64
Ameriprise
Minnesota
– – -65,873 Closed
California Public Employees Retirement System
65
California Public Employees Retirement System
California
– – -30,541 Closed
SEI Investments
66
SEI Investments
Pennsylvania
– – -24,800 Closed
Citadel Advisors
67
Citadel Advisors
Florida
– – -21,381 Closed
TSS
68
Two Sigma Securities
New York
– – -17,514 Closed
Bank of New York Mellon
69
Bank of New York Mellon
New York
– – -16,394 Closed
Citigroup
70
Citigroup
New York
– – -12,200 Closed
ASN
71
Advisory Services Network
Georgia
– – -1,304 Closed
CFGS
72
Concourse Financial Group Securities
Alabama
– – – –
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