Avantax, Inc. Common Stock
AVTA
AVTA was delisted on the 27th of November, 2023.
203 hedge funds and large institutions have $1.4B invested in Avantax, Inc. Common Stock in 2019 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 73 increasing their positions, 67 reducing their positions, and 19 closing their positions.
74% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 19
69% more call options, than puts
Call options by funds: $1.18M | Put options by funds: $697K
5% more funds holding
Funds holding: 193 → 203 (+10)
9% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 67
8% less capital invested
Capital invested by funds: $1.53B → $1.4B (-$129M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$9.21M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
+$7.81M |
| 3 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$7.23M |
| 4 |
BlackRock
New York
|
+$6.32M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$6.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
-$24.7M |
| 2 |
PWAM
Park West Asset Management
San Francisco,
California
|
-$8.33M |
| 3 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
-$6.17M |
| 4 |
Bank of New York Mellon
New York
|
-$5.14M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$3.66M |
AVTA Hedge Fund Activity: Q2 2019 in Review
203 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Avantax, Inc. Common Stock (AVTA) for Q2 2019, worth a combined $1.4B — down 8.4% from $1.53B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new AVTA positions and 19 closed out — a net gain of 14 holders — while 73 added to existing stakes and 67 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $9.21M. The largest seller was Vaughan Nelson Investment Management, cutting an estimated $24.7M.
- 203 institutional investors held Avantax, Inc. Common Stock (AVTA) as of Q2 2019, up from 193 in Q1 2019.
- Funds reported $1.4B of Avantax, Inc. Common Stock stock for Q2 2019, down 8.4% quarter-over-quarter.
- 33 funds opened new Avantax, Inc. Common Stock positions in Q2 2019 and 19 closed out, a net change of +14 holders.
- The largest Avantax, Inc. Common Stock buyer in Q2 2019 was Morgan Stanley, an estimated $9.21M added.
- The largest Avantax, Inc. Common Stock seller in Q2 2019 was Vaughan Nelson Investment Management, an estimated $24.7M sold.
Based on aggregated 13F filings for Q2 2019.