ATAXZ

AMERICA FIRST TAX EXEMT INV LP
ATAXZ

Overview Fund Activity
Delisted

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

Back to rankings

44 hedge funds and large institutions have $29.6M invested in AMERICA FIRST TAX EXEMT INV LP in 2015 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 2 closing their positions.

Holders
44
Holders Change
–
Holders Change %
0%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
2
Increased
13
Reduced
16
Closed
2
Calls
–
Puts
$109K
Net Calls
-$109K
Net Calls Change
+$58K

Top Buyers

1
TC
1
Talkot Capital
California
$3.1M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$744K
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$79K
4
Wells Fargo
4
Wells Fargo
California
$963K
5
VKH
5
Virtu KCG Holdings
New York
$141K

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$4.6M
2
OAM
2
Orinda Asset Management
California
$974K
3
TC
3
TFS Capital
Pennsylvania
$110K
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$143K
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$231K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$6.37M 1,147,319 -2,655 -0.2%
Deutsche Bank
2
Deutsche Bank
Germany
$4.6M 829,780 -377,712 -31%
TC
3
Talkot Capital
California
$3.1M 557,926 +118,413 +27%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.53M 456,175 -3,115 -0.7%
AFIA
5
America First Investment Advisors
Nebraska
$2.17M 391,305 – –
UBS Group
6
UBS Group
Switzerland
$2.09M 377,205 +3,820 +1%
OAM
7
Orinda Asset Management
California
$974K 175,423 -223,488 -56%
Wells Fargo
8
Wells Fargo
California
$963K 173,613 +12,614 +8%
FAAS
9
First Allied Advisory Services
California
$890K 160,091 +299 +0.2%
RJA
10
Raymond James & Associates
Florida
$768K 138,400 -423 -0.3%
PAA
11
Peregrine Asset Advisers
Oregon
$765K 137,800 -1,000 -0.7%
Renaissance Technologies
12
Renaissance Technologies
New York
$744K 133,968 +53,352 +66%
CS
13
Credit Suisse
Switzerland
$361K 65,027 -1,532 -2%
California Public Employees Retirement System
14
California Public Employees Retirement System
California
$317K 57,095 -100 -0.2%
Goldman Sachs
15
Goldman Sachs
New York
$280K 50,410 +4,312 +9%
DLG
16
Daniel L. Goodwin
$250K 45,000 – –
Allianz Asset Management
17
Allianz Asset Management
Germany
$231K 41,710 -15,370 -27%
GWM
18
Gupta Wealth Management
California
$222K 40,000 +10,000 +33%
OC
19
Oppenheimer & Co
New York
$216K 39,000 -4,000 -9%
Stifel Financial
20
Stifel Financial
Missouri
$193K 34,720 – –
Citigroup
21
Citigroup
New York
$189K 34,079 -1,104 -3%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$143K 25,720 -16,800 -40%
VKH
23
Virtu KCG Holdings
New York
$141K 25,466 +10,959 +76%
HCM
24
Highlander Capital Management
New Jersey
$129K 23,185 -3,500 -13%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$129K 23,423 +224 +1%
1
2