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AVTA

Avantax, Inc. Common Stock
AVTA

Delisted

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

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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
203
Holders Change
+10
Holders Change %
+5.18%
% of All Funds
4.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
33
Increased
73
Reduced
67
Closed
19
Calls
$1.18M
Puts
$697K
Net Calls
+$484K
Net Calls Change
-$627K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$9.21M
2
N
Nuveen
North Carolina
+$7.81M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$7.23M
4
BlackRock
BlackRock
New York
+$6.32M
5
Invesco
Invesco
Georgia
+$6.26M

Top Sellers

Rank Fund Capital Flow
1
VNIM
Vaughan Nelson Investment Management
Texas
-$24.7M
2
PWAM
Park West Asset Management
California
-$8.33M
3
GT
Glenmede Trust
Pennsylvania
-$6.17M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$5.14M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$3.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
Rockefeller Capital Management
176
Rockefeller Capital Management
New York
$13K -$8.66K -263 -37%
DWA
177
Dorsey Wright & Associates
California
$13K +$3.39K +103 +33%
VCM
178
Versant Capital Management
Arizona
$12K -$20.8K -631 -61%
CCM
179
Covington Capital Management
California
$11K +$11.6K +351 New
PCG
180
Private Capital Group
Connecticut
$9K -$1.78K -54 -18%
BCI
181
Brinker Capital Investments
Pennsylvania
$8K +$5.83K +177 +181%
LTFS
182
Ladenburg Thalmann Financial Services
Florida
$7K -$8.23K -250 -52%
BAM
183
Barrett Asset Management
New York
$5K – – –
AIM
184
Advantage Investment Management
Iowa
$4K – – –
GAM
185
Gemmer Asset Management
California
$4K – – –
Kayne Anderson Rudnick Investment Management
186
Kayne Anderson Rudnick Investment Management
California
$4K +$3.85K +117 New
MCM
187
MV Capital Management
Maryland
$3K -$2.7K -82 -44%
CG
188
Cutler Group
California
$3K – – –
NFG
189
Next Financial Group
Texas
$3K – – –
PWP
190
Personal Wealth Partners
Minnesota
$3K +$2.77K +84 New
Walleye Capital
191
Walleye Capital
New York
$3K +$3.29K +100 New
Northwestern Mutual Wealth Management
192
Northwestern Mutual Wealth Management
Wisconsin
$2K -$326K -9,916 -99%
TWA
193
TCI Wealth Advisors
Arizona
$2K – – –
CAW
194
Cornerstone Advisors (Washington)
Washington
$1K – – –
First Manhattan
195
First Manhattan
New York
$1K – – –
PFBT
196
Parkside Financial Bank & Trust
Missouri
$1K – – –
TFO
197
Tarbox Family Office
California
$1K +$1.42K +43 New
RE
198
RBC Europe
United Kingdom
$911 – – –
RCAG
199
Rehmann Capital Advisory Group
Michigan
$668 – – –
Assenagon Asset Management
200
Assenagon Asset Management
Luxembourg
– -$2.26M -67,692 Closed
5 6 7
8
9

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.