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ATAXZ

AMERICA FIRST TAX EXEMT INV LP
ATAXZ

Delisted

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

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.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

96% more call options, than puts

Call options by funds: $617K | Put options by funds: $314K

47% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 17

9% more capital invested

Capital invested by funds: $43.1M → $47M (+$3.89M)

8% more funds holding

Funds holding: 6267 (+5)

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
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$97K -$14.1K -2,200 -13%
BFA
52
Beacon Financial Advisory
Ohio
$88K +$1.47K +227 +2%
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$86K +$86K +13,424 New
HighTower Advisors
54
HighTower Advisors
Illinois
$82K +$300 +47 +0.4%
NFSG
55
Newbridge Financial Services Group
Florida
$81K -$3.94K -614 -5%
BWP
56
Baldwin Wealth Partners
Massachusetts
$80K
WE
57
Wealth Effects
Massachusetts
$74K +$74K +11,500 New
BRWA
58
B. Riley Wealth Advisors
Florida
$70K +$758 +117 +1%
WJWM
59
Williams Jones Wealth Management
New York
$64K +$64K +10,000 New
AWM
60
AllSquare Wealth Management
New York
$51K
NFG
61
Next Financial Group
Texas
$44K +$5.18K +800 +13%
CA
62
CoreCap Advisors
Michigan
$42K +$42K +6,467 New
SPIA
63
Steward Partners Investment Advisory
New York
$32K
LWP
64
Lumature Wealth Partners
Georgia
$10K
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$6K -$671K -111,800 -99%
KOCAA
66
Knights of Columbus Asset Advisors
Connecticut
$4K +$4K +600 New
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
-$841K -141,168 Closed
Marshall Wace
68
Marshall Wace
United Kingdom
-$91K -15,299 Closed
HF
69
HRT Financial
New York
-$86K -14,441 Closed
FCA
70
FLC Capital Advisors
California
-$67K -11,300 Closed
MWC
71
MBM Wealth Consultants
Missouri
-$22K -3,640 Closed

ATAXZ Hedge Fund Activity: Q4 2021 in Review

67 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in AMERICA FIRST TAX EXEMT INV LP (ATAXZ) for Q4 2021, worth a combined $47M — up 9% from $43.1M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new ATAXZ positions and 5 closed out — a net gain of 5 holders — while 25 added to existing stakes and 17 trimmed.

The largest buyer was IFG Advisory, opening a new position worth an estimated $610K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $841K sold.

  • 67 institutional investors held AMERICA FIRST TAX EXEMT INV LP (ATAXZ) as of Q4 2021, up from 62 in Q3 2021.
  • Funds reported $47M of AMERICA FIRST TAX EXEMT INV LP stock for Q4 2021, up 9% quarter-over-quarter.
  • 10 funds opened new AMERICA FIRST TAX EXEMT INV LP positions in Q4 2021 and 5 closed out, a net change of +5 holders.
  • The largest AMERICA FIRST TAX EXEMT INV LP buyer in Q4 2021 was IFG Advisory, an estimated $610K added.
  • The largest AMERICA FIRST TAX EXEMT INV LP seller in Q4 2021 was Susquehanna International Group, an estimated $841K sold.

Based on aggregated 13F filings for Q4 2021.