ATAXZ

AMERICA FIRST TAX EXEMT INV LP
ATAXZ

Overview Fund Activity
Delisted

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

Back to rankings

67 hedge funds and large institutions have $47M invested in AMERICA FIRST TAX EXEMT INV LP in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 17 reducing their positions, and 5 closing their positions.

Holders
67
Holders Change
+5
Holders Change %
+8.06%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
25
Reduced
17
Closed
5
Calls
$617K
Puts
$314K
Net Calls
+$303K
Net Calls Change
+$165K

Top Buyers

1
IA
1
IFG Advisory
Georgia
$610K
2
RCWM
2
Royal Capital Wealth Management
Indiana
$422K
3
RJA
3
Raymond James & Associates
Florida
$3.68M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$291K
5
Morgan Stanley
5
Morgan Stanley
New York
$5.18M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$6K
3
FCH
3
Freestone Capital Holdings
Washington
$4.52M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$704K
5
C
5
Certuity
Florida
$303K
Name Market Value Shares Shares
Change 		Shares
Change %
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$97K 15,100 -2,200 -13%
BFA
52
Beacon Financial Advisory
Ohio
$88K 13,619 +227 +2%
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$86K 13,424 +13,424 New
HighTower Advisors
54
HighTower Advisors
Illinois
$82K 12,838 +47 +0.4%
NFSG
55
Newbridge Financial Services Group
Florida
$81K 12,610 -614 -5%
BWP
56
Baldwin Wealth Partners
Massachusetts
$80K 12,500 – –
WE
57
Wealth Effects
Massachusetts
$74K 11,500 +11,500 New
BRWA
58
B. Riley Wealth Advisors
Florida
$70K 10,811 +117 +1%
WJWM
59
Williams Jones Wealth Management
New York
$64K 10,000 +10,000 New
AWM
60
AllSquare Wealth Management
New York
$51K 8,000 – –
NFG
61
Next Financial Group
Texas
$44K 6,800 +800 +13%
CA
62
CoreCap Advisors
Michigan
$42K 6,467 +6,467 New
SPIA
63
Steward Partners Investment Advisory
New York
$32K 5,000 – –
LWP
64
Lumature Wealth Partners
Georgia
$10K 1,500 – –
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$6K 1,000 -111,800 -99%
KOCAA
66
Knights of Columbus Asset Advisors
Connecticut
$4K 600 +600 New
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
– – -141,168 Closed
Marshall Wace
68
Marshall Wace
United Kingdom
– – -15,299 Closed
HF
69
HRT Financial
New York
– – -14,441 Closed
FCA
70
FLC Capital Advisors
California
– – -11,300 Closed
MWC
71
MBM Wealth Consultants
Missouri
– – -3,640 Closed
Belvedere Trading
72
Belvedere Trading
Illinois
– – – –
CFGS
73
Concourse Financial Group Securities
Alabama
– – – –
Citadel Advisors
74
Citadel Advisors
Florida
– – – –
Simplex Trading
75
Simplex Trading
Illinois
$0 51 +51 New
1 2
3