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AVTA

Avantax, Inc. Common Stock
AVTA

Delisted

AVTA was delisted on the 27th of November, 2023.

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165 hedge funds and large institutions have $484M invested in Avantax, Inc. Common Stock in 2014 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 46 increasing their positions, 61 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $9.16M | Put options by funds: $3.92M

55% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 22

6% more funds holding

Funds holding: 156 → 165 (+9)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

11% less capital invested

Capital invested by funds: $541M → $484M (-$57.6M)

25% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 61

Holders
165
Holders Change
+9
Holders Change %
+5.77%
% of All Funds
4.4%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
34
Increased
46
Reduced
61
Closed
22
Calls
$9.16M
Puts
$3.92M
Net Calls
+$5.24M
Net Calls Change
+$6.04M

Top Buyers

Rank Fund Capital Flow
1
LC
Loews Corp
New York
+$15.4M
2
Boston Partners
Boston Partners
Massachusetts
+$8.35M
3
OFM
Okumus Fund Management
Cayman Islands
+$7.42M
4
First Trust Advisors
First Trust Advisors
Illinois
+$5.09M
5
NI
Numeric Investors
Massachusetts
+$4.96M

Top Sellers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
-$14.6M
2
WCM Investment Management
WCM Investment Management
California
-$11.2M
3
PRCM
Pine River Capital Management
Minnesota
-$10.9M
4
Renaissance Technologies
Renaissance Technologies
New York
-$8.26M
5
Morgan Stanley
Morgan Stanley
New York
-$5.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$4.56M +$3.54M +240,442 +271%
PCM
27
Proxima Capital Management
New York
$4.47M -$1.86M -126,501 -28%
SFM
28
Systematic Financial Management
New Jersey
$4.4M +$1.39M +94,756 +42%
Allianz Asset Management
29
Allianz Asset Management
Germany
$3.83M -$2.51M -170,628 -38%
Principal Financial Group
30
Principal Financial Group
Iowa
$3.44M +$13.8K +940 +0.4%
GC
31
Guggenheim Capital
Illinois
$3.37M +$2.72M +185,221 +318%
Geode Capital Management
32
Geode Capital Management
Massachusetts
$3.18M +$37.3K +2,537 +1%
BP
33
BBR Partners
New York
$2.91M -$294K -20,000 -9%
Renaissance Technologies
34
Renaissance Technologies
New York
$2.86M -$8.26M -561,700 -73%
BIM
35
Bogle Investment Management
Massachusetts
$2.82M +$2.99M +203,378 New
TA
36
Teton Advisors
New York
$2.8M +$221K +15,000 +8%
Ameriprise
37
Ameriprise
Minnesota
$2.62M +$46.8K +3,179 +2%
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$2.61M +$1.38M +94,053 +100%
SSCM
39
Summit Street Capital Management
New York
$2.52M +$2.68M +182,232 New
KCP
40
Kenmare Capital Partners
New York
$2.47M – – –
TCIM
41
TIAA CREF Investment Management
New York
$2.45M -$161K -10,973 -6%
Two Sigma Advisers
42
Two Sigma Advisers
New York
$2.36M -$431K -29,300 -15%
CEI
43
Clark Estates Inc
New York
$2.33M +$706K +48,000 +40%
Prudential Financial
44
Prudential Financial
New Jersey
$2.29M +$221K +15,000 +10%
BIM
45
BlackRock Investment Management
Delaware
$2.24M -$30.9K -2,100 -1%
AQR Capital Management
46
AQR Capital Management
Connecticut
$2.2M +$2.34M +159,097 New
Two Sigma Investments
47
Two Sigma Investments
New York
$2.15M +$1.87M +127,343 +461%
Charles Schwab
48
Charles Schwab
California
$2.03M -$49.5K -3,368 -2%
Invesco
49
Invesco
Georgia
$2.03M +$180K +12,208 +9%
Bessemer Group
50
Bessemer Group
New Jersey
$1.9M -$3.13M -212,638 -61%
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AVTA Hedge Fund Activity: Q4 2014 in Review

165 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Avantax, Inc. Common Stock (AVTA) for Q4 2014, worth a combined $484M — down 11% from $541M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new AVTA positions and 22 closed out — a net gain of 12 holders — while 46 added to existing stakes and 61 trimmed.

The largest buyer was Loews Corp, opening a new position worth an estimated $15.4M. The largest seller was Deutsche Bank, cutting an estimated $14.6M.

  • 165 institutional investors held Avantax, Inc. Common Stock (AVTA) as of Q4 2014, up from 156 in Q3 2014.
  • Funds reported $484M of Avantax, Inc. Common Stock stock for Q4 2014, down 11% quarter-over-quarter.
  • 34 funds opened new Avantax, Inc. Common Stock positions in Q4 2014 and 22 closed out, a net change of +12 holders.
  • The largest Avantax, Inc. Common Stock buyer in Q4 2014 was Loews Corp, an estimated $15.4M added.
  • The largest Avantax, Inc. Common Stock seller in Q4 2014 was Deutsche Bank, an estimated $14.6M sold.

Based on aggregated 13F filings for Q4 2014.