AMERICA FIRST TAX EXEMT INV LP
ATAXZ
ATAXZ was delisted on the 30th of June, 2008.
46 hedge funds and large institutions have $31.5M invested in AMERICA FIRST TAX EXEMT INV LP in 2014 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 4 reducing their positions, and 5 closing their positions.
350% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 4
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
28% more capital invested
Capital invested by funds: $24.6M → $31.5M (+$6.89M)
21% more funds holding
Funds holding: 38 → 46 (+8)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $33K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$6.87M |
| 2 |
OAM
Orinda Asset Management
Lafayette,
California
|
+$1.05M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$942K |
| 4 |
California Public Employees Retirement System
Sacramento,
California
|
+$776K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$702K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
-$5.67M |
| 2 |
FM
Forward Management
San Francisco,
California
|
-$195K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$75K |
| 4 |
LPL Financial
San Diego,
California
|
-$71K |
| 5 |
AIG
American International Group
New York
|
-$54.4K |
ATAXZ Hedge Fund Activity: Q1 2014 in Review
46 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in AMERICA FIRST TAX EXEMT INV LP (ATAXZ) for Q1 2014, worth a combined $31.5M — up 28% from $24.6M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new ATAXZ positions and 5 closed out — a net gain of 8 holders — while 18 added to existing stakes and 4 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $6.87M. The largest seller was Philadelphia Financial Management of San Francisco, exiting entirely with an estimated $5.67M sold.
- 46 institutional investors held AMERICA FIRST TAX EXEMT INV LP (ATAXZ) as of Q1 2014, up from 38 in Q4 2013.
- Funds reported $31.5M of AMERICA FIRST TAX EXEMT INV LP stock for Q1 2014, up 28% quarter-over-quarter.
- 13 funds opened new AMERICA FIRST TAX EXEMT INV LP positions in Q1 2014 and 5 closed out, a net change of +8 holders.
- The largest AMERICA FIRST TAX EXEMT INV LP buyer in Q1 2014 was Morgan Stanley, an estimated $6.87M added.
- The largest AMERICA FIRST TAX EXEMT INV LP seller in Q1 2014 was Philadelphia Financial Management of San Francisco, an estimated $5.67M sold.
Based on aggregated 13F filings for Q1 2014.