Avantax, Inc. Common Stock
AVTA
AVTA was delisted on the 27th of November, 2023.
150 hedge funds and large institutions have $904M invested in Avantax, Inc. Common Stock in 2013 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 67 increasing their positions, 43 reducing their positions, and 17 closing their positions.
148% more call options, than puts
Call options by funds: $6.8M | Put options by funds: $2.74M
56% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 43
29% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 17
26% more capital invested
Capital invested by funds: $716M → $904M (+$187M)
3% more funds holding
Funds holding: 146 → 150 (+4)
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$18.3M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$13.5M |
| 3 |
HA
Hays Advisory
Franklin,
Tennessee
|
+$13M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
+$7.21M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$6.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$21.3M |
| 2 |
HCM
Hawkeye Capital Management
Miami Beach,
Florida
|
-$16.3M |
| 3 |
GCM
Gruss Capital Management
New York
|
-$12.2M |
| 4 |
Tudor Investment Corp
Stamford,
Connecticut
|
-$7.49M |
| 5 |
SCA
SAC Capital Advisors
Stamford,
Connecticut
|
-$5.18M |
AVTA Hedge Fund Activity: Q3 2013 in Review
150 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Avantax, Inc. Common Stock (AVTA) for Q3 2013, worth a combined $904M — up 26% from $716M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new AVTA positions and 17 closed out — a net gain of 5 holders — while 67 added to existing stakes and 43 trimmed.
The largest buyer was Deutsche Bank, adding an estimated $18.3M. The largest seller was Fidelity Investments, cutting an estimated $21.3M.
- 150 institutional investors held Avantax, Inc. Common Stock (AVTA) as of Q3 2013, up from 146 in Q2 2013.
- Funds reported $904M of Avantax, Inc. Common Stock stock for Q3 2013, up 26% quarter-over-quarter.
- 22 funds opened new Avantax, Inc. Common Stock positions in Q3 2013 and 17 closed out, a net change of +5 holders.
- The largest Avantax, Inc. Common Stock buyer in Q3 2013 was Deutsche Bank, an estimated $18.3M added.
- The largest Avantax, Inc. Common Stock seller in Q3 2013 was Fidelity Investments, an estimated $21.3M sold.
Based on aggregated 13F filings for Q3 2013.