AMERICA FIRST TAX EXEMT INV LP
ATAXZ
ATAXZ was delisted on the 30th of June, 2008.
65 hedge funds and large institutions have $46.4M invested in AMERICA FIRST TAX EXEMT INV LP in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 8 closing their positions.
17% more call options, than puts
Call options by funds: $410K | Put options by funds: $351K
15% more capital invested
Capital invested by funds: $40.3M → $46.4M (+$6.08M)
2% less funds holding
Funds holding: 66 → 65 (-1)
13% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 8
17% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$760K |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$415K |
| 3 |
FCH
Freestone Capital Holdings
Seattle,
Washington
|
+$189K |
| 4 |
C
Certuity
North Palm Beach,
Florida
|
+$169K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$123K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$715K |
| 2 |
California Public Employees Retirement System
Sacramento,
California
|
-$637K |
| 3 |
Koshinski Asset Management
Decatur,
Illinois
|
-$592K |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$509K |
| 5 |
IA
IFG Advisory
Atlanta,
Georgia
|
-$364K |
ATAXZ Hedge Fund Activity: Q2 2021 in Review
65 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in AMERICA FIRST TAX EXEMT INV LP (ATAXZ) for Q2 2021, worth a combined $46.4M — up 15% from $40.3M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of ATAXZ and 7 opened new positions — a net loss of 1 holder — while 18 trimmed existing stakes and 15 added.
The largest buyer was PNC Financial Services Group, opening a new position worth an estimated $760K. The largest seller was Morgan Stanley, cutting an estimated $715K.
- 65 institutional investors held AMERICA FIRST TAX EXEMT INV LP (ATAXZ) as of Q2 2021, down from 66 in Q1 2021.
- Funds reported $46.4M of AMERICA FIRST TAX EXEMT INV LP stock for Q2 2021, up 15% quarter-over-quarter.
- 7 funds opened new AMERICA FIRST TAX EXEMT INV LP positions in Q2 2021 and 8 closed out, a net change of -1 holder.
- The largest AMERICA FIRST TAX EXEMT INV LP buyer in Q2 2021 was PNC Financial Services Group, an estimated $760K added.
- The largest AMERICA FIRST TAX EXEMT INV LP seller in Q2 2021 was Morgan Stanley, an estimated $715K sold.
Based on aggregated 13F filings for Q2 2021.