Avantax, Inc. Common Stock
AVTA
AVTA was delisted on the 27th of November, 2023.
143 hedge funds and large institutions have $738M invested in Avantax, Inc. Common Stock in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 46 increasing their positions, 55 reducing their positions, and 22 closing their positions.
7% more capital invested
Capital invested by funds: $691M → $738M (+$47.4M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less funds holding
Funds holding: 149 → 143 (-6)
16% less repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 55
23% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 22
64% less call options, than puts
Call options by funds: $5.26M | Put options by funds: $14.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCP
P2 Capital Partners
New York
|
+$38.6M |
| 2 |
AA
Ancora Advisors
Cleveland,
Ohio
|
+$13.9M |
| 3 |
BlackRock
New York
|
+$8.86M |
| 4 |
Russell Investments Group
London,
United Kingdom
|
+$3.78M |
| 5 |
Millennium Management
New York
|
+$3.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Armistice Capital
New York
|
-$21.1M |
| 2 |
ClearBridge Investments
New York
|
-$15.2M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$8.85M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$6.33M |
| 5 |
Renaissance Technologies
New York
|
-$5.55M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
M&T Bank
Buffalo,
New York
| – | -$266K | -16,770 | Closed |
|
|
ECM
152
Everence Capital Management
Goshen,
Indiana
| – | -$220K | -13,850 | Closed |
|
|
WCM
153
Wedge Capital Management
Charlotte,
North Carolina
| – | -$212K | -13,331 | Closed |
|
154
Wolverine Trading
Chicago,
Illinois
| – | -$180K | -10,715 | Closed |
|
|
VCG
155
Vantage Consulting Group
Virginia Beach,
Virginia
| – | -$68K | -4,289 | Closed |
|
|
WC
156
Wexford Capital
West Palm Beach,
Florida
| – | -$47K | -2,944 | Closed |
|
|
GRP
157
Global Retirement Partners
San Rafael,
California
| – | -$21K | -1,336 | Closed |
|
|
PHK
158
Point72 Hong Kong
Hong Kong
| – | -$18K | -1,159 | Closed |
|
|
FTDI
159
First Trust Direct Indexing
Boston,
Massachusetts
| – | -$9K | -595 | Closed |
|
|
FCH
160
Freestone Capital Holdings
Seattle,
Washington
| – | -$3.77K | -237 | Closed |
|
161
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$2K | -150 | Closed |
|
AVTA Hedge Fund Activity: Q1 2021 in Review
143 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Avantax, Inc. Common Stock (AVTA) for Q1 2021, worth a combined $738M — up 6.9% from $691M a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of AVTA and 17 opened new positions — a net loss of 5 holders — while 55 trimmed existing stakes and 46 added.
The largest buyer was P2 Capital Partners, opening a new position worth an estimated $38.6M. The largest seller was Armistice Capital, exiting entirely with an estimated $21.1M sold.
- 143 institutional investors held Avantax, Inc. Common Stock (AVTA) as of Q1 2021, down from 149 in Q4 2020.
- Funds reported $738M of Avantax, Inc. Common Stock stock for Q1 2021, up 6.9% quarter-over-quarter.
- 17 funds opened new Avantax, Inc. Common Stock positions in Q1 2021 and 22 closed out, a net change of -5 holders.
- The largest Avantax, Inc. Common Stock buyer in Q1 2021 was P2 Capital Partners, an estimated $38.6M added.
- The largest Avantax, Inc. Common Stock seller in Q1 2021 was Armistice Capital, an estimated $21.1M sold.
Based on aggregated 13F filings for Q1 2021.