Avantax, Inc. Common Stock
AVTA
AVTA was delisted on the 27th of November, 2023.
144 hedge funds and large institutions have $529M invested in Avantax, Inc. Common Stock in 2016 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 55 increasing their positions, 48 reducing their positions, and 25 closing their positions.
200% more call options, than puts
Call options by funds: $17.4M | Put options by funds: $5.78M
33% more capital invested
Capital invested by funds: $399M → $529M (+$130M)
15% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 48
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less funds holding
Funds holding: 149 → 144 (-5)
12% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$13.5M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$5.55M |
| 3 |
NI
Numeric Investors
Boston,
Massachusetts
|
+$3.34M |
| 4 |
D.E. Shaw & Co
New York
|
+$3.3M |
| 5 |
Group One Trading
Chicago,
Illinois
|
+$2.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$10.5M |
| 2 |
PCM
Pennant Capital Management
Summit,
New Jersey
|
-$3.98M |
| 3 |
RA
Royce & Associates
New York
|
-$3.63M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
-$3.04M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$2.64M |
AVTA Hedge Fund Activity: Q4 2016 in Review
144 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Avantax, Inc. Common Stock (AVTA) for Q4 2016, worth a combined $529M — up 33% from $399M a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of AVTA and 22 opened new positions — a net loss of 3 holders — while 48 trimmed existing stakes and 55 added.
The largest buyer was Wellington Management Group, adding an estimated $13.5M. The largest seller was Morgan Stanley, cutting an estimated $10.5M.
- 144 institutional investors held Avantax, Inc. Common Stock (AVTA) as of Q4 2016, down from 149 in Q3 2016.
- Funds reported $529M of Avantax, Inc. Common Stock stock for Q4 2016, up 33% quarter-over-quarter.
- 22 funds opened new Avantax, Inc. Common Stock positions in Q4 2016 and 25 closed out, a net change of -3 holders.
- The largest Avantax, Inc. Common Stock buyer in Q4 2016 was Wellington Management Group, an estimated $13.5M added.
- The largest Avantax, Inc. Common Stock seller in Q4 2016 was Morgan Stanley, an estimated $10.5M sold.
Based on aggregated 13F filings for Q4 2016.