AMERICA FIRST TAX EXEMT INV LP
ATAXZ
ATAXZ was delisted on the 30th of June, 2008.
47 hedge funds and large institutions have $29.6M invested in AMERICA FIRST TAX EXEMT INV LP in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 8 closing their positions.
3% more capital invested
Capital invested by funds: $28.7M → $29.6M (+$938K)
8% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 12
2% less funds holding
Funds holding: 48 → 47 (-1)
13% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$589K |
| 2 |
Morgan Stanley
New York
|
+$274K |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$269K |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$256K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$113K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$719K |
| 2 |
GP
Girard Partners
King Of Prussia,
Pennsylvania
|
-$148K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$148K |
| 4 |
JP Morgan Chase
New York
|
-$134K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$105K |
ATAXZ Hedge Fund Activity: Q3 2017 in Review
47 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in AMERICA FIRST TAX EXEMT INV LP (ATAXZ) for Q3 2017, worth a combined $29.6M — up 3.3% from $28.7M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of ATAXZ and 7 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 11 added.
The largest buyer was Geneos Wealth Management, adding an estimated $589K. The largest seller was Raymond James & Associates, cutting an estimated $719K.
- 47 institutional investors held AMERICA FIRST TAX EXEMT INV LP (ATAXZ) as of Q3 2017, down from 48 in Q2 2017.
- Funds reported $29.6M of AMERICA FIRST TAX EXEMT INV LP stock for Q3 2017, up 3.3% quarter-over-quarter.
- 7 funds opened new AMERICA FIRST TAX EXEMT INV LP positions in Q3 2017 and 8 closed out, a net change of -1 holder.
- The largest AMERICA FIRST TAX EXEMT INV LP buyer in Q3 2017 was Geneos Wealth Management, an estimated $589K added.
- The largest AMERICA FIRST TAX EXEMT INV LP seller in Q3 2017 was Raymond James & Associates, an estimated $719K sold.
Based on aggregated 13F filings for Q3 2017.