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AVTA

Avantax, Inc. Common Stock
AVTA

Delisted

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

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146 hedge funds and large institutions have $716M invested in Avantax, Inc. Common Stock in 2013 Q2 according to their latest regulatory filings, with 146 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more call options, than puts

Call options by funds: $5.34M | Put options by funds: $1.43M

Holders
146
Holders Change
+146
Holders Change %
–
% of All Funds
4.76%
Holding in Top 10
7
Holding in Top 10 Change
+7
Holding in Top 10 Change %
% of All Funds
0.23%
New
146
Increased
–
Reduced
–
Closed
–
Calls
$5.34M
Puts
$1.43M
Net Calls
+$3.92M
Net Calls Change
+$3.92M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
BG
101
BlackRock Group
United Kingdom
$464K +$425K +25,026 New
BA
102
BlackRock Advisors
Delaware
$464K +$425K +25,039 New
Ohio Public Employees Retirement System (OPERS)
103
Ohio Public Employees Retirement System (OPERS)
Ohio
$440K +$403K +23,740 New
VOYA Investment Management
104
VOYA Investment Management
Georgia
$434K +$398K +23,434 New
HI
105
HBK Investments
Texas
$432K +$396K +23,300 New
OC
106
Oppenheimer & Co
New York
$432K +$396K +23,300 New
WB
107
WesBanco Bank
West Virginia
$371K +$340K +20,000 New
US Bancorp
108
US Bancorp
Minnesota
$369K +$338K +19,914 New
RFC
109
Russell Frank Company
Washington
$355K +$325K +19,124 New
TRSOTSOK
110
Teachers Retirement System of the State of Kentucky
Kentucky
$349K +$319K +18,800 New
UBS AM
111
UBS AM
Illinois
$335K +$307K +18,095 New
BNP Paribas Financial Markets
112
BNP Paribas Financial Markets
France
$265K +$243K +14,302 New
RG
113
Renaissance Group
Kentucky
$263K +$241K +14,197 New
T. Rowe Price Associates
114
T. Rowe Price Associates
Maryland
$253K +$232K +13,650 New
First Trust Advisors
115
First Trust Advisors
Illinois
$248K +$227K +13,391 New
Nisa Investment Advisors
116
Nisa Investment Advisors
Missouri
$241K +$221K +13,000 New
WMSA
117
Weiss Multi-Strategy Advisers
New York
$220K +$201K +11,840 New
CMBA
118
C.M. Bidwell & Associates
Hawaii
$211K +$193K +11,380 New
JG
119
Jefferies Group
New York
$199K +$183K +10,758 New
AFG
120
American Financial Group
Ohio
$197K +$180K +10,619 New
CWA
121
Constellation Wealth Advisors
New York
$185K +$170K +10,000 New
PAM
122
Panagora Asset Management
Massachusetts
$143K +$131K +7,737 New
OA
123
OFI Advisors
Pennsylvania
$119K +$109K +6,418 New
MSA
124
Mason Street Advisors
Wisconsin
$105K +$96.5K +5,679 New
PI
125
PineBridge Investments
New York
$84K +$76.9K +4,527 New
2 3 4
5
6

AVTA Hedge Fund Activity: Q2 2013 in Review

146 of the 3,065 institutional investors tracked by Wall St. Rank reported a position in Avantax, Inc. Common Stock (AVTA) for Q2 2013, worth a combined $716M.

Buyers outnumbered sellers: 146 funds opened new AVTA positions and 0 closed out — a net gain of 146 holders — while 0 added to existing stakes and 0 trimmed.

  • 146 institutional investors held Avantax, Inc. Common Stock (AVTA) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $716M of Avantax, Inc. Common Stock stock for Q2 2013.
  • 146 funds opened new Avantax, Inc. Common Stock positions in Q2 2013 and 0 closed out, a net change of +146 holders.

Based on aggregated 13F filings for Q2 2013.