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AVTA

Avantax, Inc. Common Stock
AVTA

Delisted

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

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203 hedge funds and large institutions have $1.4B invested in Avantax, Inc. Common Stock in 2019 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 73 increasing their positions, 67 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 19

69% more call options, than puts

Call options by funds: $1.18M | Put options by funds: $697K

5% more funds holding

Funds holding: 193 → 203 (+10)

9% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 67

8% less capital invested

Capital invested by funds: $1.53B → $1.4B (-$129M)

Holders
203
Holders Change
+10
Holders Change %
+5.18%
% of All Funds
4.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
33
Increased
73
Reduced
67
Closed
19
Calls
$1.18M
Puts
$697K
Net Calls
+$484K
Net Calls Change
-$627K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$9.21M
2
N
Nuveen
North Carolina
+$7.81M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$7.23M
4
BlackRock
BlackRock
New York
+$6.32M
5
Invesco
Invesco
Georgia
+$6.26M

Top Sellers

Rank Fund Capital Flow
1
VNIM
Vaughan Nelson Investment Management
Texas
-$24.7M
2
PWAM
Park West Asset Management
California
-$8.33M
3
GT
Glenmede Trust
Pennsylvania
-$6.17M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$5.14M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$3.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
State of Wisconsin Investment Board
26
State of Wisconsin Investment Board
Wisconsin
$9.07M +$2.7M +81,906 +38%
Charles Schwab
27
Charles Schwab
California
$8.53M +$255K +7,744 +3%
Allianz Asset Management
28
Allianz Asset Management
Germany
$8.38M -$174K -5,273 -2%
Wells Fargo
29
Wells Fargo
California
$8.21M +$1.12M +34,028 +14%
N
30
Nuveen
North Carolina
$7.21M +$7.81M +237,327 New
HW
31
Hancock Whitney
Mississippi
$6.66M +$197 +6 +0%
Connor, Clark & Lunn Investment Management (CC&L)
32
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$6.47M -$308K -9,350 -4%
SI
33
Scout Investments
Missouri
$6.33M +$2.67M +81,051 +64%
American Century Companies
34
American Century Companies
Missouri
$6.28M +$92.6K +2,813 +1%
EAM
35
Eagle Asset Management
Florida
$5.98M -$754K -22,925 -10%
OAM
36
Oberweis Asset Management
Illinois
$5.63M -$1.61M -48,790 -21%
SEI Investments
37
SEI Investments
Pennsylvania
$5.02M +$738K +22,430 +16%
Mirae Asset Global Investments
38
Mirae Asset Global Investments
South Korea
$4.63M +$884K +26,855 +21%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$4.34M +$163K +4,940 +4%
New York State Teachers Retirement System (NYSTRS)
40
New York State Teachers Retirement System (NYSTRS)
New York
$4.27M +$3.29K +100 +0.1%
AllianceBernstein
41
AllianceBernstein
Tennessee
$4.16M +$900K +27,335 +25%
CTA
42
Carillon Tower Advisers
Florida
$3.84M +$84.7K +2,575 +2%
Legal & General Group
43
Legal & General Group
United Kingdom
$3.77M +$10.8K +329 +0.3%
CAM
44
ClariVest Asset Management
California
$3.41M -$32.9K -1,000 -0.9%
Citadel Advisors
45
Citadel Advisors
Florida
$3.4M +$3.68M +111,859 New
Public Sector Pension Investment Board (PSP Investments)
46
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.24M +$2.06M +62,700 +142%
CCM
47
Cadence Capital Management
Massachusetts
$3.14M -$114K -3,455 -3%
Goldman Sachs
48
Goldman Sachs
New York
$3.02M -$3.48M -105,681 -51%
Ohio Public Employees Retirement System (OPERS)
49
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.85M -$1.54M -46,800 -33%
Marshall Wace
50
Marshall Wace
United Kingdom
$2.83M +$1.86M +56,517 +153%
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AVTA Hedge Fund Activity: Q2 2019 in Review

203 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Avantax, Inc. Common Stock (AVTA) for Q2 2019, worth a combined $1.4B — down 8.4% from $1.53B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new AVTA positions and 19 closed out — a net gain of 14 holders — while 73 added to existing stakes and 67 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.21M. The largest seller was Vaughan Nelson Investment Management, cutting an estimated $24.7M.

  • 203 institutional investors held Avantax, Inc. Common Stock (AVTA) as of Q2 2019, up from 193 in Q1 2019.
  • Funds reported $1.4B of Avantax, Inc. Common Stock stock for Q2 2019, down 8.4% quarter-over-quarter.
  • 33 funds opened new Avantax, Inc. Common Stock positions in Q2 2019 and 19 closed out, a net change of +14 holders.
  • The largest Avantax, Inc. Common Stock buyer in Q2 2019 was Morgan Stanley, an estimated $9.21M added.
  • The largest Avantax, Inc. Common Stock seller in Q2 2019 was Vaughan Nelson Investment Management, an estimated $24.7M sold.

Based on aggregated 13F filings for Q2 2019.