Avantax, Inc. Common Stock
AVTA
AVTA was delisted on the 27th of November, 2023.
157 hedge funds and large institutions have $1.1B invested in Avantax, Inc. Common Stock in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 45 increasing their positions, 66 reducing their positions, and 16 closing their positions.
156% more call options, than puts
Call options by funds: $8.78M | Put options by funds: $3.43M
28% more capital invested
Capital invested by funds: $857M → $1.1B (+$239M)
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
13% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 16
1% more funds holding
Funds holding: 156 → 157 (+1)
32% less repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 66
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECM
Engine Capital Management
New York
|
+$13.4M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$12.8M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
+$11M |
| 4 |
CM
Caption Management
Oklahoma City,
Oklahoma
|
+$5.39M |
| 5 |
SCM
Simcoe Capital Management
New York
|
+$3.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
-$13.7M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$6.55M |
| 3 |
NM
Newtyn Management
New York
|
-$6.33M |
| 4 |
VBA
Van Berkom & Associates
Montreal,
Quebec, Canada
|
-$4.13M |
| 5 |
D.E. Shaw & Co
New York
|
-$2.95M |
AVTA Hedge Fund Activity: Q4 2022 in Review
157 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Avantax, Inc. Common Stock (AVTA) for Q4 2022, worth a combined $1.1B — up 28% from $857M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new AVTA positions and 16 closed out — a net gain of 2 holders — while 45 added to existing stakes and 66 trimmed.
The largest buyer was Engine Capital Management, adding an estimated $13.4M. The largest seller was Weiss Asset Management, exiting entirely with an estimated $13.7M sold.
- 157 institutional investors held Avantax, Inc. Common Stock (AVTA) as of Q4 2022, up from 156 in Q3 2022.
- Funds reported $1.1B of Avantax, Inc. Common Stock stock for Q4 2022, up 28% quarter-over-quarter.
- 18 funds opened new Avantax, Inc. Common Stock positions in Q4 2022 and 16 closed out, a net change of +2 holders.
- The largest Avantax, Inc. Common Stock buyer in Q4 2022 was Engine Capital Management, an estimated $13.4M added.
- The largest Avantax, Inc. Common Stock seller in Q4 2022 was Weiss Asset Management, an estimated $13.7M sold.
Based on aggregated 13F filings for Q4 2022.