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ATAXZ

AMERICA FIRST TAX EXEMT INV LP
ATAXZ

Delisted

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

69 hedge funds and large institutions have $44.1M invested in AMERICA FIRST TAX EXEMT INV LP in 2019 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

100% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 12

12% more capital invested

Capital invested by funds: $39.2M → $44.1M (+$4.83M)

5% more funds holding

Funds holding: 6669 (+3)

Holders
69
Holders Change
+3
Holders Change %
+4.55%
% of All Funds
1.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
24
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
1
Geneos Wealth Management
Colorado
$8.62M +$194K +27,264 +2%
AFIA
2
America First Investment Advisors
Nebraska
$2.95M
RJA
3
Raymond James & Associates
Florida
$2.87M -$73.9K -10,384 -3%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.83M +$49K +6,886 +2%
UBS Group
5
UBS Group
Switzerland
$2.58M +$411K +57,769 +19%
US Bancorp
6
US Bancorp
Minnesota
$2.12M +$71.2K +10,000 +3%
Arrowstreet Capital
7
Arrowstreet Capital
Massachusetts
$1.69M +$1.26M +176,783 +291%
LPL Financial
8
LPL Financial
California
$1.6M +$80.8K +11,348 +5%
Morgan Stanley
9
Morgan Stanley
New York
$1.53M +$146K +20,525 +11%
FAAS
10
First Allied Advisory Services
California
$1.43M -$29.2K -4,104 -2%
Wells Fargo
11
Wells Fargo
California
$1.36M +$5.7K +800 +0.4%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$1.29M +$766K +107,517 +147%
Mariner
13
Mariner
Kansas
$1.21M +$1.05M +147,100 +655%
Renaissance Technologies
14
Renaissance Technologies
New York
$1.1M -$297K -41,702 -21%
Deutsche Bank
15
Deutsche Bank
Germany
$1.1M -$297K -41,702 -21%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$712K -$104K -14,626 -13%
Bank of America
17
Bank of America
North Carolina
$641K +$189K +26,606 +42%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$637K -$38.5K -5,418 -6%
Citadel Advisors
19
Citadel Advisors
Florida
$567K +$567K +79,609 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$485K
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$465K -$1.79K -251 -0.4%
Creative Planning
22
Creative Planning
Kansas
$408K -$12.9K -1,811 -3%
MWPCG
23
Measured Wealth Private Client Group
New Hampshire
$378K +$378K +53,150 New
Stifel Financial
24
Stifel Financial
Missouri
$351K
DLG
25
Daniel L. Goodwin
$321K

ATAXZ Hedge Fund Activity: Q2 2019 in Review

69 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in AMERICA FIRST TAX EXEMT INV LP (ATAXZ) for Q2 2019, worth a combined $44.1M — up 12% from $39.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new ATAXZ positions and 4 closed out — a net gain of 4 holders — while 24 added to existing stakes and 12 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $1.26M. The largest seller was JP Morgan Private Wealth Advisors, exiting entirely with an estimated $900K sold.

  • 69 institutional investors held AMERICA FIRST TAX EXEMT INV LP (ATAXZ) as of Q2 2019, up from 66 in Q1 2019.
  • Funds reported $44.1M of AMERICA FIRST TAX EXEMT INV LP stock for Q2 2019, up 12% quarter-over-quarter.
  • 8 funds opened new AMERICA FIRST TAX EXEMT INV LP positions in Q2 2019 and 4 closed out, a net change of +4 holders.
  • The largest AMERICA FIRST TAX EXEMT INV LP buyer in Q2 2019 was Arrowstreet Capital, an estimated $1.26M added.
  • The largest AMERICA FIRST TAX EXEMT INV LP seller in Q2 2019 was JP Morgan Private Wealth Advisors, an estimated $900K sold.

Based on aggregated 13F filings for Q2 2019.