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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44 hedge funds and large institutions have $32.5M invested in AMERICA FIRST TAX EXEMT INV LP in 2014 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 8 closing their positions.

Holders
44
Holders Change
+3
Holders Change %
+7.32%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
12
Increased
11
Reduced
10
Closed
8
Calls
–
Puts
$96K
Net Calls
-$96K
Net Calls Change
-$64K

Top Buyers

1
OAM
1
Orinda Asset Management
California
$3.33M
2
UBS Group
2
UBS Group
Switzerland
$1.91M
3
TC
3
Talkot Capital
California
$1.77M
4
Deutsche Bank
4
Deutsche Bank
Germany
$4.15M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$949K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.24M
2
California Public Employees Retirement System
2
California Public Employees Retirement System
California
$331K
3
Wells Fargo
3
Wells Fargo
California
$695K
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$0
5
NCCM
5
Nine Chapters Capital Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$6.24M 1,185,811 -137,228 -10%
Deutsche Bank
2
Deutsche Bank
Germany
$4.15M 788,892 +216,477 +38%
OAM
3
Orinda Asset Management
California
$3.33M 632,399 +454,768 +256%
YMRC
4
Yorktown Management & Research Company
Virginia
$2.63M 500,000 – –
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.31M 438,175 +28,832 +7%
AFIA
6
America First Investment Advisors
Nebraska
$2.06M 391,305 +37,021 +10%
UBS Group
7
UBS Group
Switzerland
$1.91M 362,562 +362,562 New
TC
8
Talkot Capital
California
$1.77M 337,012 +337,012 New
BTS
9
BB&T Securities
Virginia
$997K 18,965 -2,670 -12%
Renaissance Technologies
10
Renaissance Technologies
New York
$949K 180,498 +158,298 +713%
FAAS
11
First Allied Advisory Services
California
$805K 153,429 +23,888 +18%
PAA
12
Peregrine Asset Advisers
Oregon
$762K 144,800 -3,000 -2%
Wells Fargo
13
Wells Fargo
California
$695K 132,172 -73,048 -36%
RJA
14
Raymond James & Associates
Florida
$682K 129,707 -1,982 -2%
CS
15
Credit Suisse
Switzerland
$425K 80,851 +7,294 +10%
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$331K 57,195 -72,800 -56%
VKH
17
Virtu KCG Holdings
New York
$264K 50,169 +50,169 New
DLG
18
Daniel L. Goodwin
$237K 45,000 – –
TC
19
TFS Capital
Pennsylvania
$227K 43,152 +1,460 +4%
OC
20
Oppenheimer & Co
New York
$226K 43,030 -6,070 -12%
Goldman Sachs
21
Goldman Sachs
New York
$215K 40,895 +40,895 New
Stifel Financial
22
Stifel Financial
Missouri
$185K 35,220 +11,000 +45%
Citigroup
23
Citigroup
New York
$184K 35,044 -4,469 -11%
HCM
24
Highlander Capital Management
New Jersey
$140K 26,685 – –
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$118K 22,520 +22,520 New
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