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AVTA

Avantax, Inc. Common Stock
AVTA

Delisted

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

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154 hedge funds and large institutions have $662M invested in Avantax, Inc. Common Stock in 2017 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 63 increasing their positions, 36 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 18

75% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 36

25% more capital invested

Capital invested by funds: $529M → $662M (+$133M)

7% more funds holding

Funds holding: 144 → 154 (+10)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

53% less call options, than puts

Call options by funds: $2.17M | Put options by funds: $4.59M

Holders
154
Holders Change
+10
Holders Change %
+6.94%
% of All Funds
3.83%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
34
Increased
63
Reduced
36
Closed
18
Calls
$2.17M
Puts
$4.59M
Net Calls
-$2.42M
Net Calls Change
-$14M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$77M
2
PWAM
Park West Asset Management
California
+$15.6M
3
NI
Numeric Investors
Massachusetts
+$10.5M
4
CS
Credit Suisse
Switzerland
+$4.36M
5
HCS
Harvest Capital Strategies
California
+$4.22M

Top Sellers

Rank Fund Capital Flow
1
PCM
Pennant Capital Management
New Jersey
-$11.5M
2
Group One Trading
Group One Trading
Illinois
-$3.7M
3
HT
HAP Trading
New York
-$3.66M
4
Walleye Trading
Walleye Trading
New York
-$3.03M
5
GF
Gabelli Funds
New York
-$2.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
151
US Bancorp
Minnesota
$1K – – –
HT
152
HAP Trading
New York
– -$3.66M -248,228 Closed
Group One Trading
153
Group One Trading
Illinois
– -$3.7M -236,363 Closed
Walleye Trading
154
Walleye Trading
New York
– -$3.03M -193,355 Closed
CPA
155
Cowen Prime Advisors
New York
– -$2.4M -162,500 Closed
Millennium Management
156
Millennium Management
New York
– -$1.03M -70,185 Closed
HighTower Advisors
157
HighTower Advisors
Illinois
– -$1.02M -69,459 Closed
HHC
158
Hutchin Hill Capital
New York
– -$969K -65,700 Closed
Susquehanna International Group
159
Susquehanna International Group
Pennsylvania
– -$525K -33,496 Closed
PAG
160
Private Advisory Group
Washington
– -$251K -17,005 Closed
VKH
161
Virtu KCG Holdings
New York
– -$246K -16,665 Closed
LSCM
162
LaSalle Street Capital Management
Illinois
– -$243K -16,503 Closed
WAM
163
Wolverine Asset Management
Illinois
– -$216K -14,702 Closed
BCM
164
Bayesian Capital Management
New York
– -$158K -10,700 Closed
ST
165
Spot Trading
Illinois
– -$50.9K -3,248 Closed
PCM
166
Prelude Capital Management
New York
– -$22K -1,500 Closed
CG
167
Cutler Group
California
– -$6K -426 Closed
AA
168
Ancora Advisors
Ohio
– -$4K -300 Closed
Northwestern Mutual Wealth Management
169
Northwestern Mutual Wealth Management
Wisconsin
– -$1K -59 Closed
WAS
170
Winch Advisory Services
Wisconsin
– +$31 +2 New
PFBT
171
Parkside Financial Bank & Trust
Missouri
– +$47 +3 +16%
3 4 5 6
7

AVTA Hedge Fund Activity: Q1 2017 in Review

154 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Avantax, Inc. Common Stock (AVTA) for Q1 2017, worth a combined $662M — up 25% from $529M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new AVTA positions and 18 closed out — a net gain of 16 holders — while 63 added to existing stakes and 36 trimmed.

The largest buyer was BlackRock, adding an estimated $77M. The largest seller was Pennant Capital Management, cutting an estimated $11.5M.

  • 154 institutional investors held Avantax, Inc. Common Stock (AVTA) as of Q1 2017, up from 144 in Q4 2016.
  • Funds reported $662M of Avantax, Inc. Common Stock stock for Q1 2017, up 25% quarter-over-quarter.
  • 34 funds opened new Avantax, Inc. Common Stock positions in Q1 2017 and 18 closed out, a net change of +16 holders.
  • The largest Avantax, Inc. Common Stock buyer in Q1 2017 was BlackRock, an estimated $77M added.
  • The largest Avantax, Inc. Common Stock seller in Q1 2017 was Pennant Capital Management, an estimated $11.5M sold.

Based on aggregated 13F filings for Q1 2017.