AMERICA FIRST TAX EXEMT INV LP
ATAXZ
ATAXZ was delisted on the 30th of June, 2008.
54 hedge funds and large institutions have $29.9M invested in AMERICA FIRST TAX EXEMT INV LP in 2022 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 15 closing their positions.
58% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 12
19% less funds holding
Funds holding: 67 → 54 (-13)
27% less call options, than puts
Call options by funds: $156K | Put options by funds: $213K
36% less capital invested
Capital invested by funds: $47M → $29.9M (-$17M)
80% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$612K |
| 2 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
+$207K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$139K |
| 4 |
SIC
Samalin Investment Counsel
Chappaqua,
New York
|
+$136K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$115K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$6.91M |
| 2 |
Morgan Stanley
New York
|
-$1.94M |
| 3 |
N
Natixis
Paris,
France
|
-$1.71M |
| 4 |
FCH
Freestone Capital Holdings
Seattle,
Washington
|
-$1.22M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$947K |
ATAXZ Hedge Fund Activity: Q1 2022 in Review
54 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in AMERICA FIRST TAX EXEMT INV LP (ATAXZ) for Q1 2022, worth a combined $29.9M — down 36% from $47M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of ATAXZ and 3 opened new positions — a net loss of 12 holders — while 12 trimmed existing stakes and 19 added.
The largest buyer was PNC Financial Services Group, adding an estimated $612K. The largest seller was Geneos Wealth Management, cutting an estimated $6.91M.
- 54 institutional investors held AMERICA FIRST TAX EXEMT INV LP (ATAXZ) as of Q1 2022, down from 67 in Q4 2021.
- Funds reported $29.9M of AMERICA FIRST TAX EXEMT INV LP stock for Q1 2022, down 36% quarter-over-quarter.
- 3 funds opened new AMERICA FIRST TAX EXEMT INV LP positions in Q1 2022 and 15 closed out, a net change of -12 holders.
- The largest AMERICA FIRST TAX EXEMT INV LP buyer in Q1 2022 was PNC Financial Services Group, an estimated $612K added.
- The largest AMERICA FIRST TAX EXEMT INV LP seller in Q1 2022 was Geneos Wealth Management, an estimated $6.91M sold.
Based on aggregated 13F filings for Q1 2022.