Avantax, Inc. Common Stock
AVTA
AVTA was delisted on the 27th of November, 2023.
208 hedge funds and large institutions have $1.87B invested in Avantax, Inc. Common Stock in 2018 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 81 increasing their positions, 54 reducing their positions, and 29 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 54
28% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 29
10% more capital invested
Capital invested by funds: $1.7B → $1.87B (+$170M)
2% more funds holding
Funds holding: 203 → 208 (+5)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
16% less call options, than puts
Call options by funds: $5.38M | Put options by funds: $6.41M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$18.1M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$17.5M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$16.7M |
| 4 |
Morgan Stanley
New York
|
+$13.2M |
| 5 |
BlackRock
New York
|
+$12.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWAM
Park West Asset Management
San Francisco,
California
|
-$20.4M |
| 2 |
Man Group
London,
United Kingdom
|
-$11.6M |
| 3 |
WG
Winton Group
London,
United Kingdom
|
-$11.5M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$10.7M |
| 5 |
CAM
ClariVest Asset Management
San Diego,
California
|
-$7.57M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
226
HBK Investments
Dallas,
Texas
| – | -$245K | -6,621 | Closed |
|
|
CC
227
Cipher Capital
New York
| – | -$241K | -6,518 | Closed |
|
228
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$211K | -5,797 | Closed |
|
229
Simplex Trading
Chicago,
Illinois
| – | -$117K | -3,224 | Closed |
|
230
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$20K | -539 | Closed |
|
231
Envestnet Asset Management
Chicago,
Illinois
| – | -$6K | -198 | Closed |
|
|
HNB
232
Huntington National Bank
Columbus,
Ohio
| – | +$36 | +1 | New |
|
|
CAG
233
Csenge Advisory Group
Clearwater,
Florida
| – | +$619 | +17 | New |
|
AVTA Hedge Fund Activity: Q3 2018 in Review
208 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Avantax, Inc. Common Stock (AVTA) for Q3 2018, worth a combined $1.87B — up 10% from $1.7B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new AVTA positions and 29 closed out — a net gain of 8 holders — while 81 added to existing stakes and 54 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $18.1M. The largest seller was Park West Asset Management, exiting entirely with an estimated $20.4M sold.
- 208 institutional investors held Avantax, Inc. Common Stock (AVTA) as of Q3 2018, up from 203 in Q2 2018.
- Funds reported $1.87B of Avantax, Inc. Common Stock stock for Q3 2018, up 10% quarter-over-quarter.
- 37 funds opened new Avantax, Inc. Common Stock positions in Q3 2018 and 29 closed out, a net change of +8 holders.
- The largest Avantax, Inc. Common Stock buyer in Q3 2018 was Wellington Management Group, an estimated $18.1M added.
- The largest Avantax, Inc. Common Stock seller in Q3 2018 was Park West Asset Management, an estimated $20.4M sold.
Based on aggregated 13F filings for Q3 2018.