Avantax, Inc. Common Stock
AVTA
AVTA was delisted on the 27th of November, 2023.
166 hedge funds and large institutions have $1.83B invested in Avantax, Inc. Common Stock in 2013 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 51 increasing their positions, 60 reducing their positions, and 16 closing their positions.
102% more capital invested
Capital invested by funds: $904M → $1.83B (+$926M)
100% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 16
42% more call options, than puts
Call options by funds: $9.61M | Put options by funds: $6.75M
11% more funds holding
Funds holding: 150 → 166 (+16)
15% less repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 60
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$27M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$16.7M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
+$11.2M |
| 4 |
JCAM
Jericho Capital Asset Management
New York
|
+$8.61M |
| 5 |
AAP
Ardsley Advisory Partners
Stamford,
Connecticut
|
+$8.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Raging Capital Management
Rocky Hill,
New Jersey
|
-$13.4M |
| 2 |
PCM
Proxima Capital Management
New York
|
-$13.3M |
| 3 |
SCA
SAC Capital Advisors
Stamford,
Connecticut
|
-$11.1M |
| 4 |
Renaissance Technologies
New York
|
-$10.8M |
| 5 |
GCM
Gruss Capital Management
New York
|
-$10.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RGI
176
River Global Investors
London,
United Kingdom
| – | -$321K | -14,000 | Closed |
|
|
WMSA
177
Weiss Multi-Strategy Advisers
New York
| – | -$262K | -11,380 | Closed |
|
178
SG Americas Securities
New York
| – | -$169K | -7,335 | Closed |
|
179
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$2K | -100 | Closed |
|
|
TCM
180
Tradewinds Capital Management
Bellingham,
Washington
| – | +$405 | +15 | New |
|
AVTA Hedge Fund Activity: Q4 2013 in Review
166 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Avantax, Inc. Common Stock (AVTA) for Q4 2013, worth a combined $1.83B — up 102% from $904M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new AVTA positions and 16 closed out — a net gain of 16 holders — while 51 added to existing stakes and 60 trimmed.
The largest buyer was Putnam Investments, opening a new position worth an estimated $27M. The largest seller was Raging Capital Management, cutting an estimated $13.4M.
- 166 institutional investors held Avantax, Inc. Common Stock (AVTA) as of Q4 2013, up from 150 in Q3 2013.
- Funds reported $1.83B of Avantax, Inc. Common Stock stock for Q4 2013, up 102% quarter-over-quarter.
- 32 funds opened new Avantax, Inc. Common Stock positions in Q4 2013 and 16 closed out, a net change of +16 holders.
- The largest Avantax, Inc. Common Stock buyer in Q4 2013 was Putnam Investments, an estimated $27M added.
- The largest Avantax, Inc. Common Stock seller in Q4 2013 was Raging Capital Management, an estimated $13.4M sold.
Based on aggregated 13F filings for Q4 2013.