Avantax, Inc. Common Stock
AVTA
AVTA was delisted on the 27th of November, 2023.
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LC
Loews Corp
New York
|
+$15.4M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$8.35M |
| 3 |
OFM
Okumus Fund Management
Grand Cayman,
Cayman Islands
|
+$7.42M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$5.09M |
| 5 |
NI
Numeric Investors
Boston,
Massachusetts
|
+$4.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$14.6M |
| 2 |
WCM Investment Management
Laguna Beach,
California
|
-$11.2M |
| 3 |
PRCM
Pine River Capital Management
Minnetonka,
Minnesota
|
-$10.9M |
| 4 |
Renaissance Technologies
New York
|
-$8.26M |
| 5 |
Morgan Stanley
New York
|
-$5.86M |
AVTA Hedge Fund Activity: Q4 2014 in Review
165 of the 3,750 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.