AMERICA FIRST TAX EXEMT INV LP
ATAXZ
ATAXZ was delisted on the 30th of June, 2008.
43 hedge funds and large institutions have $27.3M invested in AMERICA FIRST TAX EXEMT INV LP in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 15 reducing their positions, and 8 closing their positions.
1% less capital invested
Capital invested by funds: $27.6M → $27.3M (-$289K)
7% less funds holding
Funds holding: 46 → 43 (-3)
38% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 8
40% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 15
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $224K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$4.39M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$177K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$119K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$115K |
| 5 |
SIAS
Shine Investment Advisory Services
Lone Tree,
Colorado
|
+$74K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.5M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$1.29M |
| 3 |
AFIA
America First Investment Advisors
Omaha,
Nebraska
|
-$625K |
| 4 |
Renaissance Technologies
New York
|
-$323K |
| 5 |
AF
Alerus Financial
Grand Forks,
North Dakota
|
-$233K |
ATAXZ Hedge Fund Activity: Q1 2017 in Review
43 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in AMERICA FIRST TAX EXEMT INV LP (ATAXZ) for Q1 2017, worth a combined $27.3M — down 1% from $27.6M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of ATAXZ and 5 opened new positions — a net loss of 3 holders — while 15 trimmed existing stakes and 9 added.
The largest buyer was Geneos Wealth Management, opening a new position worth an estimated $4.39M. The largest seller was Morgan Stanley, cutting an estimated $2.5M.
- 43 institutional investors held AMERICA FIRST TAX EXEMT INV LP (ATAXZ) as of Q1 2017, down from 46 in Q4 2016.
- Funds reported $27.3M of AMERICA FIRST TAX EXEMT INV LP stock for Q1 2017, down 1% quarter-over-quarter.
- 5 funds opened new AMERICA FIRST TAX EXEMT INV LP positions in Q1 2017 and 8 closed out, a net change of -3 holders.
- The largest AMERICA FIRST TAX EXEMT INV LP buyer in Q1 2017 was Geneos Wealth Management, an estimated $4.39M added.
- The largest AMERICA FIRST TAX EXEMT INV LP seller in Q1 2017 was Morgan Stanley, an estimated $2.5M sold.
Based on aggregated 13F filings for Q1 2017.