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AVTA

Avantax, Inc. Common Stock
AVTA

Delisted

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

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155 hedge funds and large institutions have $877M invested in Avantax, Inc. Common Stock in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 45 increasing their positions, 63 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 2 → 5 (+3)

45% more call options, than puts

Call options by funds: $8.09M | Put options by funds: $5.56M

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

12% more capital invested

Capital invested by funds: $784M → $877M (+$92.9M)

3% more funds holding

Funds holding: 151 → 155 (+4)

29% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 63

Holders
155
Holders Change
+4
Holders Change %
+2.65%
% of All Funds
2.44%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
16
Increased
45
Reduced
63
Closed
12
Calls
$8.09M
Puts
$5.56M
Net Calls
+$2.53M
Net Calls Change
+$4.98M

Top Buyers

Rank Fund Capital Flow
1
ECM
Engine Capital Management
New York
+$20.2M
2
NM
Newtyn Management
New York
+$16.3M
3
WAM
Weiss Asset Management
Massachusetts
+$7.92M
4
P2P
Phase 2 Partners
California
+$6.81M
5
Two Sigma Investments
Two Sigma Investments
New York
+$4.61M

Top Sellers

Rank Fund Capital Flow
1
AA
Ancora Advisors
Ohio
-$26.1M
2
PCP
P2 Capital Partners
New York
-$9.06M
3
VBA
Van Berkom & Associates
Quebec, Canada
-$8.39M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$5.76M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$5.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$57K -$54 -3 -0.1%
CAPTRUST Financial Advisors
127
CAPTRUST Financial Advisors
North Carolina
$57K +$27.2K +1,499 +104%
US Bancorp
128
US Bancorp
Minnesota
$39K -$2.66K -147 -7%
CM
129
Cornerstone Management
Georgia
$37.9K +$35.2K +1,940 New
Osaic Holdings
130
Osaic Holdings
Arizona
$35K +$1.9K +105 +41%
Allspring Global Investments
131
Allspring Global Investments
North Carolina
$15K – – –
SWA
132
Sutton Wealth Advisors
Florida
$13.2K – – –
TRCT
133
Tower Research Capital (TRC)
New York
$12K -$30.4K -1,678 -73%
ACM
134
Aquatic Capital Management
Illinois
$6K -$34.4K -1,900 -86%
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
TWA
136
TCI Wealth Advisors
Arizona
$5K – – –
VCM
137
Versant Capital Management
Arizona
$5K – – –
Northwestern Mutual Wealth Management
138
Northwestern Mutual Wealth Management
Wisconsin
$4K +$2.45K +135 +208%
FDCDDQ
139
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.91K -$1.27K -70 -26%
BAM
140
Byrne Asset Management
New Jersey
$2K – – –
EWA
141
EverSource Wealth Advisors
Alabama
$2K – – –
Fifth Third Bancorp
142
Fifth Third Bancorp
Ohio
$2K – – –
SWM
143
Spire Wealth Management
Virginia
$2K – – –
S
144
SignatureFD
Georgia
$2K +$1.81K +100 New
STCOSD
145
Sageworth Trust Company of South Dakota
South Dakota
$1K -$2.23K -123 -83%
TFO
146
Tarbox Family Office
California
$1K – – –
Macquarie Group
147
Macquarie Group
Australia
$99 – – –
Balyasny Asset Management
148
Balyasny Asset Management
Illinois
– -$5.76M -332,458 Closed
BSP
149
Benefit Street Partners
New York
– -$1.02M -59,100 Closed
Ohio Public Employees Retirement System (OPERS)
150
Ohio Public Employees Retirement System (OPERS)
Ohio
– -$921K -53,201 Closed
3 4 5
6
7

AVTA Hedge Fund Activity: Q1 2022 in Review

155 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Avantax, Inc. Common Stock (AVTA) for Q1 2022, worth a combined $877M — up 12% from $784M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new AVTA positions and 12 closed out — a net gain of 4 holders — while 45 added to existing stakes and 63 trimmed.

The largest buyer was Engine Capital Management, adding an estimated $20.2M. The largest seller was Ancora Advisors, cutting an estimated $26.1M.

  • 155 institutional investors held Avantax, Inc. Common Stock (AVTA) as of Q1 2022, up from 151 in Q4 2021.
  • Funds reported $877M of Avantax, Inc. Common Stock stock for Q1 2022, up 12% quarter-over-quarter.
  • 16 funds opened new Avantax, Inc. Common Stock positions in Q1 2022 and 12 closed out, a net change of +4 holders.
  • The largest Avantax, Inc. Common Stock buyer in Q1 2022 was Engine Capital Management, an estimated $20.2M added.
  • The largest Avantax, Inc. Common Stock seller in Q1 2022 was Ancora Advisors, an estimated $26.1M sold.

Based on aggregated 13F filings for Q1 2022.