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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70 hedge funds and large institutions have $30.6M invested in AMERICA FIRST TAX EXEMT INV LP in 2020 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 6 closing their positions.

Holders
70
Holders Change
+14
Holders Change %
+25%
% of All Funds
1.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
15
Reduced
18
Closed
6
Calls
$78K
Puts
$100K
Net Calls
-$22K
Net Calls Change
-$84K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.47M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$1.51M
3
BCM
3
Bluefin Capital Management
New York
$721K
4
GWM
4
Geneos Wealth Management
Colorado
$6.2M
5
VF
5
Virtu Financial
New York
$431K

Top Sellers

1
US Bancorp
1
US Bancorp
Minnesota
$558K
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$1.15M
3
RJA
3
Raymond James & Associates
Florida
$1.28M
4
AFIA
4
America First Investment Advisors
Nebraska
$1.57M
5
UBS Group
5
UBS Group
Switzerland
$713K
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
1
Geneos Wealth Management
Colorado
$6.2M 1,120,362 +95,942 +9%
Morgan Stanley
2
Morgan Stanley
New York
$4.47M 1,051,459 +480,873 +84%
AFIA
3
America First Investment Advisors
Nebraska
$1.57M 368,957 -66,005 -15%
Hotchkis & Wiley Capital Management
4
Hotchkis & Wiley Capital Management
California
$1.51M 355,920 +355,920 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.49M 351,591 -11,674 -3%
RJA
6
Raymond James & Associates
Florida
$1.28M 300,363 -66,890 -18%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$1.15M 270,359 -95,463 -26%
BCM
8
Bluefin Capital Management
New York
$721K 169,531 +169,531 New
UBS Group
9
UBS Group
Switzerland
$713K 167,850 -53,408 -24%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$713K 167,864 +15,731 +10%
Wells Fargo
11
Wells Fargo
California
$663K 156,063 -25,519 -14%
GCP
12
GSA Capital Partners
United Kingdom
$662K 155,683 -1,052 -0.7%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$637K 149,800 – –
LPL Financial
14
LPL Financial
California
$569K 133,857 +4,705 +4%
US Bancorp
15
US Bancorp
Minnesota
$558K 131,213 -474,215 -78%
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$531K 125,000 -13,837 -10%
Truist Financial
17
Truist Financial
North Carolina
$485K 113,956 +33,500 +42%
FCH
18
Freestone Capital Holdings
Washington
$440K 663,894 +3,000 +0.5%
VF
19
Virtu Financial
New York
$431K 101,359 +101,359 New
Bank of America
20
Bank of America
North Carolina
$389K 91,620 -2,700 -3%
SWA
21
SOA Wealth Advisors
New York
$369K 81,100 +81,100 New
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$348K 81,827 +81,827 New
Stifel Financial
23
Stifel Financial
Missouri
$315K 74,000 +21,100 +40%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$308K 72,419 -3,000 -4%
Ameriprise
25
Ameriprise
Minnesota
$283K 66,573 +66,573 New
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