ATAXZ

AMERICA FIRST TAX EXEMT INV LP
ATAXZ

Overview Fund Activity
Delisted

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

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46 hedge funds and large institutions have $32.1M 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.

Holders
46
Holders Change
+8
Holders Change %
+21.05%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
18
Reduced
4
Closed
5
Calls
–
Puts
$33K
Net Calls
-$33K
Net Calls Change
-$20K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.48M
2
OAM
2
Orinda Asset Management
California
$1.06M
3
Deutsche Bank
3
Deutsche Bank
Germany
$3.57M
4
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$776K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.99M

Top Sellers

1
PFMOSF
1
Philadelphia Financial Management of San Francisco
California
$0
2
FM
2
Forward Management
California
$227K
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$0
4
LPL Financial
4
LPL Financial
California
$0
5
AIG
5
American International Group
New York
$29K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$8.48M 1,403,721 +1,137,359 +427%
Deutsche Bank
2
Deutsche Bank
Germany
$3.57M 590,557 +156,016 +36%
YMRC
3
Yorktown Management & Research Company
Virginia
$3.02M 500,000 – –
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.99M 494,610 +116,300 +31%
AFIA
5
America First Investment Advisors
Nebraska
$1.92M 317,117 – –
Wells Fargo
6
Wells Fargo
California
$1.23M 204,122 +31,191 +18%
OAM
7
Orinda Asset Management
California
$1.06M 174,631 +174,631 New
Renaissance Technologies
8
Renaissance Technologies
New York
$954K 157,938 +37,749 +31%
PAA
9
Peregrine Asset Advisers
Oregon
$926K 153,300 +24,200 +19%
NCCM
10
Nine Chapters Capital Management
New Jersey
$837K 138,500 +63,200 +84%
California Public Employees Retirement System
11
California Public Employees Retirement System
California
$776K 129,995 +129,995 New
RJA
12
Raymond James & Associates
Florida
$742K 122,811 +21,699 +21%
BTS
13
BB&T Securities
Virginia
$664K 11,000 +11,000 New
TC
14
TFS Capital
Pennsylvania
$655K 108,414 +95,795 +759%
CS
15
Credit Suisse
Switzerland
$471K 77,951 +45,447 +140%
FAAS
16
First Allied Advisory Services
California
$451K 74,777 +14,000 +23%
Citigroup
17
Citigroup
New York
$351K 58,184 +664 +1%
OC
18
Oppenheimer & Co
New York
$339K 56,140 +13,040 +30%
SIC
19
Salem Investment Counselors
North Carolina
$308K 51,000 +51,000 New
AWCI
20
Alpine Woods Capital Investors
New York
$302K 50,000 +50,000 New
Bank of America
21
Bank of America
North Carolina
$278K 45,888 +249 +0.5%
DLG
22
Daniel L. Goodwin
$272K 45,000 – –
FM
23
Forward Management
California
$227K 37,612 -32,388 -46%
HCM
24
Highlander Capital Management
New Jersey
$161K 26,685 +3,500 +15%
Jane Street
25
Jane Street
New York
$148K 24,537 +24,537 New
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