Avantax, Inc. Common Stock
AVTA
AVTA was delisted on the 27th of November, 2023.
183 hedge funds and large institutions have $1.12B invested in Avantax, Inc. Common Stock in 2018 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 63 increasing their positions, 65 reducing their positions, and 20 closing their positions.
12% more capital invested
Capital invested by funds: $1B → $1.12B (+$116M)
3% less repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 65
5% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 20
2% less funds holding
Funds holding: 187 → 183 (-4)
63% less call options, than puts
Call options by funds: $1.96M | Put options by funds: $5.35M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$52.7M |
| 2 |
HAM
Hillcrest Asset Management
Plano,
Texas
|
+$10.4M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$9.76M |
| 4 |
HCS
Harvest Capital Strategies
San Francisco,
California
|
+$6.74M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$6.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$12.3M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$10.3M |
| 3 |
PWAM
Park West Asset Management
San Francisco,
California
|
-$9.94M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$5.33M |
| 5 |
NC
Northpointe Capital
Bloomfield Hills,
Michigan
|
-$3.9M |
AVTA Hedge Fund Activity: Q1 2018 in Review
183 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Avantax, Inc. Common Stock (AVTA) for Q1 2018, worth a combined $1.12B — up 12% from $1B a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of AVTA and 19 opened new positions — a net loss of 1 holder — while 65 trimmed existing stakes and 63 added.
The largest buyer was Wellington Management Group, adding an estimated $52.7M. The largest seller was Goldman Sachs, cutting an estimated $12.3M.
- 183 institutional investors held Avantax, Inc. Common Stock (AVTA) as of Q1 2018, down from 187 in Q4 2017.
- Funds reported $1.12B of Avantax, Inc. Common Stock stock for Q1 2018, up 12% quarter-over-quarter.
- 19 funds opened new Avantax, Inc. Common Stock positions in Q1 2018 and 20 closed out, a net change of -1 holder.
- The largest Avantax, Inc. Common Stock buyer in Q1 2018 was Wellington Management Group, an estimated $52.7M added.
- The largest Avantax, Inc. Common Stock seller in Q1 2018 was Goldman Sachs, an estimated $12.3M sold.
Based on aggregated 13F filings for Q1 2018.