Avantax, Inc. Common Stock
AVTA
AVTA was delisted on the 27th of November, 2023.
192 hedge funds and large institutions have $1.23B invested in Avantax, Inc. Common Stock in 2018 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 68 increasing their positions, 59 reducing their positions, and 50 closing their positions.
15% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 59
8% less funds holding
Funds holding: 208 → 192 (-16)
18% less call options, than puts
Call options by funds: $1.08M | Put options by funds: $1.33M
30% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 50
34% less capital invested
Capital invested by funds: $1.87B → $1.23B (-$636M)
100% less funds holding in top 10
Funds holding in top 10: 3 → 0 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$44.8M |
| 2 |
RCAMU
Rothschild & Co Asset Management US
Stamford,
Connecticut
|
+$23.1M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$20.2M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$8.26M |
| 5 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$4.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$19.4M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$11.3M |
| 3 |
HCS
Harvest Capital Strategies
San Francisco,
California
|
-$11M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$8.61M |
| 5 |
Morgan Stanley
New York
|
-$6.94M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FMP
226
Financial Management Professionals
Austin,
Texas
| – | -$11K | -283 | Closed |
|
227
Loomis, Sayles & Company
Boston,
Massachusetts
| – | -$9K | -227 | Closed |
|
|
PCM
228
Prelude Capital Management
New York
| – | -$9K | -213 | Closed |
|
|
MCM
229
MV Capital Management
Bethesda,
Maryland
| – | -$8K | -191 | Closed |
|
|
FQ
230
First Quadrant
Glendale,
California
| – | -$4K | -111 | Closed |
|
231
Bessemer Group
Woodbridge,
New Jersey
| – | -$4K | -103 | Closed |
|
|
VFA
232
Valeo Financial Advisors
Carmel,
Indiana
| – | -$2K | -72 | Closed |
|
|
WSTAM
233
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
| – | -$2K | -41 | Closed |
|
|
KJWM
234
Kiley Juergens Wealth Management
Olympia,
Washington
| – | -$1K | -30 | Closed |
|
|
PO
235
Private Ocean
San Rafael,
California
| – | -$1K | -30 | Closed |
|
|
JA
236
JOYN Advisors
Atlanta,
Georgia
| – | -$184 | -6 | -46% |
|
|
AF
237
Advisornet Financial
Minnetonka,
Minnesota
| – | +$306 | +10 | New |
|
238
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$306 | +10 | New |
|
AVTA Hedge Fund Activity: Q4 2018 in Review
192 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Avantax, Inc. Common Stock (AVTA) for Q4 2018, worth a combined $1.23B — down 34% from $1.87B a quarter earlier.
Sellers outnumbered buyers: 50 funds closed out of AVTA and 35 opened new positions — a net loss of 15 holders — while 59 trimmed existing stakes and 68 added.
The largest buyer was Vaughan Nelson Investment Management, opening a new position worth an estimated $44.8M. The largest seller was Deutsche Bank, cutting an estimated $19.4M.
- 192 institutional investors held Avantax, Inc. Common Stock (AVTA) as of Q4 2018, down from 208 in Q3 2018.
- Funds reported $1.23B of Avantax, Inc. Common Stock stock for Q4 2018, down 34% quarter-over-quarter.
- 35 funds opened new Avantax, Inc. Common Stock positions in Q4 2018 and 50 closed out, a net change of -15 holders.
- The largest Avantax, Inc. Common Stock buyer in Q4 2018 was Vaughan Nelson Investment Management, an estimated $44.8M added.
- The largest Avantax, Inc. Common Stock seller in Q4 2018 was Deutsche Bank, an estimated $19.4M sold.
Based on aggregated 13F filings for Q4 2018.