Avantax, Inc. Common Stock
AVTA
AVTA was delisted on the 27th of November, 2023.
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.
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
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
Boston,
Massachusetts
|
+$7.92M |
| 4 |
P2P
Phase 2 Partners
San Francisco,
California
|
+$6.81M |
| 5 |
Two Sigma Investments
New York
|
+$4.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$26.1M |
| 2 |
PCP
P2 Capital Partners
New York
|
-$9.06M |
| 3 |
VBA
Van Berkom & Associates
Montreal,
Quebec, Canada
|
-$8.39M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$5.76M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$5.68M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AGM
151
Alpine Global Management
New York
| – | -$866K | -50,000 | Closed |
|
152
Citadel Advisors
Miami,
Florida
| – | -$784K | -43,255 | Closed |
|
|
AG
153
Algert Global
San Francisco,
California
| – | -$663K | -38,282 | Closed |
|
|
PI
154
PEAK6 Investments
Chicago,
Illinois
| – | -$211K | -11,650 | Closed |
|
155
Group One Trading
Chicago,
Illinois
| – | -$129K | -7,094 | Closed |
|
|
EVM
156
Eaton Vance Management
Boston,
Massachusetts
| – | -$6K | -363 | Closed |
|
|
SFM
157
Signet Financial Management
Parsippany,
New Jersey
| – | -$2K | -128 | Closed |
|
158
Fuller & Thaler Asset Management
San Mateo,
California
| – | -$2K | -123 | Closed |
|
|
ST
159
Sageworth Trust
Lancaster,
Pennsylvania
| – | -$1K | -46 | Closed |
|
|
QC
160
Quent Capital
New York
| – | +$109 | +6 | New |
|
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.