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ATAXZ

AMERICA FIRST TAX EXEMT INV LP
ATAXZ

Delisted

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

67 hedge funds and large institutions have $47M invested in AMERICA FIRST TAX EXEMT INV LP in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

96% more call options, than puts

Call options by funds: $617K | Put options by funds: $314K

47% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 17

9% more capital invested

Capital invested by funds: $43.1M → $47M (+$3.89M)

8% more funds holding

Funds holding: 6267 (+5)

Holders
67
Holders Change
+5
Holders Change %
+8.06%
% of All Funds
1.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
25
Reduced
17
Closed
5
Calls
$617K
Puts
$314K
Net Calls
+$303K
Net Calls Change
+$165K
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
1
Geneos Wealth Management
Colorado
$7.62M +$164K +25,489 +2%
Morgan Stanley
2
Morgan Stanley
New York
$5.18M +$257K +40,012 +5%
FCH
3
Freestone Capital Holdings
Washington
$4.52M -$243K -40,000 -5%
RJA
4
Raymond James & Associates
Florida
$3.68M +$371K +57,732 +11%
AFIA
5
America First Investment Advisors
Nebraska
$2.35M
RJFSA
6
Raymond James Financial Services Advisors
Florida
$1.97M +$184K +28,580 +10%
N
7
Natixis
France
$1.71M
BCM
8
Bluefin Capital Management
New York
$1.22M
UBS Group
9
UBS Group
Switzerland
$1.11M +$138K +21,468 +14%
SIC
10
Samalin Investment Counsel
New York
$1.07M +$30.7K +4,776 +3%
LPL Financial
11
LPL Financial
California
$991K +$229K +35,569 +30%
ACP
12
Aveo Capital Partners
Colorado
$950K +$65.1K +10,118 +7%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$947K +$13.5K +2,103 +1%
US Bancorp
14
US Bancorp
Minnesota
$844K
Stifel Financial
15
Stifel Financial
Missouri
$767K +$219K +34,000 +40%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$704K -$171K -26,536 -20%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$691K -$30.5K -4,744 -4%
Wells Fargo
18
Wells Fargo
California
$687K +$37.3K +5,796 +6%
Koshinski Asset Management
19
Koshinski Asset Management
Illinois
$644K -$43.9K -6,832 -6%
IA
20
IFG Advisory
Georgia
$610K +$610K +95,000 New
Bank of America
21
Bank of America
North Carolina
$587K +$85.5K +13,303 +17%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$429K -$11.1K -1,720 -3%
RCWM
23
Royal Capital Wealth Management
Indiana
$422K +$422K +65,645 New
William Blair & Company
24
William Blair & Company
Illinois
$406K
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$343K +$9.64K +1,500 +3%

ATAXZ Hedge Fund Activity: Q4 2021 in Review

67 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in AMERICA FIRST TAX EXEMT INV LP (ATAXZ) for Q4 2021, worth a combined $47M — up 9% from $43.1M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new ATAXZ positions and 5 closed out — a net gain of 5 holders — while 25 added to existing stakes and 17 trimmed.

The largest buyer was IFG Advisory, opening a new position worth an estimated $610K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $841K sold.

  • 67 institutional investors held AMERICA FIRST TAX EXEMT INV LP (ATAXZ) as of Q4 2021, up from 62 in Q3 2021.
  • Funds reported $47M of AMERICA FIRST TAX EXEMT INV LP stock for Q4 2021, up 9% quarter-over-quarter.
  • 10 funds opened new AMERICA FIRST TAX EXEMT INV LP positions in Q4 2021 and 5 closed out, a net change of +5 holders.
  • The largest AMERICA FIRST TAX EXEMT INV LP buyer in Q4 2021 was IFG Advisory, an estimated $610K added.
  • The largest AMERICA FIRST TAX EXEMT INV LP seller in Q4 2021 was Susquehanna International Group, an estimated $841K sold.

Based on aggregated 13F filings for Q4 2021.