AMERICA FIRST TAX EXEMT INV LP
ATAXZ
ATAXZ was delisted on the 30th of June, 2008.
76 hedge funds and large institutions have $53.9M invested in AMERICA FIRST TAX EXEMT INV LP in 2019 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 8 closing their positions.
50% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 8
41% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 17
3% more funds holding
Funds holding: 74 → 76 (+2)
4% less capital invested
Capital invested by funds: $56M → $53.9M (-$2.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.27M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$924K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$501K |
| 4 |
Russell Investments Group
London,
United Kingdom
|
+$485K |
| 5 |
LPL Financial
San Diego,
California
|
+$241K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$2.02M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
-$476K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$472K |
| 4 |
BIM
Bridges Investment Management
Omaha,
Nebraska
|
-$255K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
-$243K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HIM
76
Hillsdale Investment Management
Toronto,
Ontario, Canada
| $3K | – | – | – |
|
|
BIM
77
Bridges Investment Management
Omaha,
Nebraska
| – | -$255K | -31,153 | Closed |
|
78
Renaissance Technologies
New York
| – | -$185K | -22,573 | Closed |
|
|
FNBOO
79
First National Bank of Omaha
Omaha,
Nebraska
| – | -$154K | -18,790 | Closed |
|
|
PI
80
PEAK6 Investments
Chicago,
Illinois
| – | -$111K | -13,612 | Closed |
|
|
NEPWA
81
New England Private Wealth Advisors
Wellesley,
Massachusetts
| – | -$94K | -11,500 | Closed |
|
82
Barclays
London,
United Kingdom
| – | -$3K | -400 | Closed |
|
|
AWM
83
Avior Wealth Management
Omaha,
Nebraska
| – | -$2K | -300 | Closed |
|
|
AIC
84
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$1K | -125 | Closed |
|
ATAXZ Hedge Fund Activity: Q4 2019 in Review
76 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in AMERICA FIRST TAX EXEMT INV LP (ATAXZ) for Q4 2019, worth a combined $53.9M — down 3.8% from $56M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new ATAXZ positions and 8 closed out — a net gain of 4 holders — while 24 added to existing stakes and 17 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.27M. The largest seller was Arrowstreet Capital, cutting an estimated $2.02M.
- 76 institutional investors held AMERICA FIRST TAX EXEMT INV LP (ATAXZ) as of Q4 2019, up from 74 in Q3 2019.
- Funds reported $53.9M of AMERICA FIRST TAX EXEMT INV LP stock for Q4 2019, down 3.8% quarter-over-quarter.
- 12 funds opened new AMERICA FIRST TAX EXEMT INV LP positions in Q4 2019 and 8 closed out, a net change of +4 holders.
- The largest AMERICA FIRST TAX EXEMT INV LP buyer in Q4 2019 was Morgan Stanley, an estimated $1.27M added.
- The largest AMERICA FIRST TAX EXEMT INV LP seller in Q4 2019 was Arrowstreet Capital, an estimated $2.02M sold.
Based on aggregated 13F filings for Q4 2019.