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AVTA

Avantax, Inc. Common Stock
AVTA

Delisted

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

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2 hedge funds and large institutions have $26 invested in Avantax, Inc. Common Stock in 2023 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 159 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% less funds holding

Funds holding: 161 → 2 (-159)

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

100% less capital invested

Capital invested by funds: $835M → $26 (-$835M)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 159

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
2
Holders Change
-159
Holders Change %
-98.76%
% of All Funds
0.03%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
–
Increased
–
Reduced
1
Closed
159
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$148M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$104M
3
VBA
Van Berkom & Associates
Quebec, Canada
-$66.8M
4
State Street
State Street
Massachusetts
-$39.9M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$36.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
126
Wells Fargo
California
– -$214K -8,349 Closed
QT
127
Quantbot Technologies
New York
– -$121K -4,730 Closed
Amundi
128
Amundi
France
– -$121K -4,724 Closed
AIP
129
Ameritas Investment Partners
Nebraska
– -$100K -3,911 Closed
PNC Financial Services Group
130
PNC Financial Services Group
Pennsylvania
– -$91.3K -3,568 Closed
TRCT
131
Tower Research Capital (TRC)
New York
– -$68.8K -2,691 Closed
Group One Trading
132
Group One Trading
Illinois
– -$66.1K -2,583 Closed
MLICM
133
Metropolitan Life Insurance Company (MetLife)
New York
– -$62.4K -2,439 Closed
Lazard Asset Management
134
Lazard Asset Management
New York
– -$45K -1,778 Closed
KBC Group
135
KBC Group
Belgium
– -$42K -1,644 Closed
Osaic Holdings
136
Osaic Holdings
Arizona
– -$35K -1,368 Closed
PFBT
137
Parkside Financial Bank & Trust
Missouri
– -$25.8K -1,009 Closed
AA
138
Ancora Advisors
Ohio
– -$25.8K -1,000 -91%
Allspring Global Investments
139
Allspring Global Investments
North Carolina
– -$25.1K -983 Closed
US Bancorp
140
US Bancorp
Minnesota
– -$20.1K -784 Closed
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
– -$8K -318 Closed
VCM
142
Versant Capital Management
Arizona
– -$7.06K -276 Closed
Fifth Third Bancorp
143
Fifth Third Bancorp
Ohio
– -$5.29K -207 Closed
FDCDDQ
144
Federation des caisses Desjardins du Quebec
Quebec, Canada
– -$5.12K -200 Closed
Mitsubishi UFJ Asset Management
145
Mitsubishi UFJ Asset Management
Japan
– -$2.92K -114 Closed
PA
146
Parallel Advisors
California
– -$2.56K -100 Closed
SWM
147
Spire Wealth Management
Virginia
– -$2.56K -100 Closed
LC
148
Lindbrook Capital
California
– -$2.51K -98 Closed
IPW
149
Impact Partnership Wealth
Georgia
– -$2.2K -86 Closed
EWA
150
EverSource Wealth Advisors
Alabama
– -$2.1K -82 Closed
3 4 5
6
7

AVTA Hedge Fund Activity: Q4 2023 in Review

2 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Avantax, Inc. Common Stock (AVTA) for Q4 2023, worth a combined $26 — down 100% from $835M a quarter earlier.

Sellers outnumbered buyers: 159 funds closed out of AVTA and 0 opened new positions — a net loss of 159 holders — while 1 trimmed existing stakes and 0 added.

The largest seller was BlackRock, exiting entirely with an estimated $148M sold.

  • 2 institutional investors held Avantax, Inc. Common Stock (AVTA) as of Q4 2023, down from 161 in Q3 2023.
  • Funds reported $26 of Avantax, Inc. Common Stock stock for Q4 2023, down 100% quarter-over-quarter.
  • 0 funds opened new Avantax, Inc. Common Stock positions in Q4 2023 and 159 closed out, a net change of -159 holders.
  • The largest Avantax, Inc. Common Stock seller in Q4 2023 was BlackRock, an estimated $148M sold.

Based on aggregated 13F filings for Q4 2023.