AMERICA FIRST TAX EXEMT INV LP
ATAXZ
ATAXZ was delisted on the 30th of June, 2008.
72 hedge funds and large institutions have $34M invested in AMERICA FIRST TAX EXEMT INV LP in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 11 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 19
5% less funds holding
Funds holding: 76 → 72 (-4)
18% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 11
37% less capital invested
Capital invested by funds: $53.9M → $34M (-$19.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Bluefin Capital Management
New York
|
+$1M |
| 2 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$784K |
| 3 |
EH
Equitable Holdings
New York
|
+$226K |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$223K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$188K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$2.75M |
| 2 |
LPL Financial
San Diego,
California
|
-$954K |
| 3 |
Morgan Stanley
New York
|
-$643K |
| 4 |
Russell Investments Group
London,
United Kingdom
|
-$485K |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
-$341K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
MML Investors Services
Springfield,
Massachusetts
| – | -$78K | -10,160 | Closed |
|
77
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$34K | -4,520 | Closed |
|
|
LWM
78
Liberty Wealth Management
Oakland,
California
| – | -$32K | -4,250 | Closed |
|
|
MIM
79
Macroview Investment Management
Bethesda,
Maryland
| – | -$23K | -3,040 | Closed |
|
|
EW
80
Evoke Wealth
Los Angeles,
California
| – | -$7.83K | -1,000 | Closed |
|
81
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$8K | -987 | Closed |
|
ATAXZ Hedge Fund Activity: Q1 2020 in Review
72 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in AMERICA FIRST TAX EXEMT INV LP (ATAXZ) for Q1 2020, worth a combined $34M — down 37% from $53.9M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of ATAXZ and 9 opened new positions — a net loss of 2 holders — while 19 trimmed existing stakes and 19 added.
The largest buyer was Bluefin Capital Management, opening a new position worth an estimated $1M. The largest seller was UBS Group, cutting an estimated $2.75M.
- 72 institutional investors held AMERICA FIRST TAX EXEMT INV LP (ATAXZ) as of Q1 2020, down from 76 in Q4 2019.
- Funds reported $34M of AMERICA FIRST TAX EXEMT INV LP stock for Q1 2020, down 37% quarter-over-quarter.
- 9 funds opened new AMERICA FIRST TAX EXEMT INV LP positions in Q1 2020 and 11 closed out, a net change of -2 holders.
- The largest AMERICA FIRST TAX EXEMT INV LP buyer in Q1 2020 was Bluefin Capital Management, an estimated $1M added.
- The largest AMERICA FIRST TAX EXEMT INV LP seller in Q1 2020 was UBS Group, an estimated $2.75M sold.
Based on aggregated 13F filings for Q1 2020.