Avantax, Inc. Common Stock
AVTA
AVTA was delisted on the 27th of November, 2023.
181 hedge funds and large institutions have $996M invested in Avantax, Inc. Common Stock in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 73 increasing their positions, 54 reducing their positions, and 47 closing their positions.
35% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 54
11% less funds holding
Funds holding: 203 → 181 (-22)
29% less capital invested
Capital invested by funds: $1.4B → $996M (-$408M)
47% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 47
83% less call options, than puts
Call options by funds: $73K | Put options by funds: $421K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ClearBridge Investments
New York
|
+$18.7M |
| 2 |
Bank of New York Mellon
New York
|
+$9.21M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$8.92M |
| 4 |
RCAMU
Rothschild & Co Asset Management US
Stamford,
Connecticut
|
+$7.75M |
| 5 |
Morgan Stanley
New York
|
+$6.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$62.8M |
| 2 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
-$16.4M |
| 3 |
Millennium Management
New York
|
-$6.48M |
| 4 |
OAM
Oberweis Asset Management
Lisle,
Illinois
|
-$4.25M |
| 5 |
BIM
Bogle Investment Management
Newton Lower Falls,
Massachusetts
|
-$2.41M |
AVTA Hedge Fund Activity: Q3 2019 in Review
181 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Avantax, Inc. Common Stock (AVTA) for Q3 2019, worth a combined $996M — down 29% from $1.4B a quarter earlier.
Sellers outnumbered buyers: 47 funds closed out of AVTA and 25 opened new positions — a net loss of 22 holders — while 54 trimmed existing stakes and 73 added.
The largest buyer was ClearBridge Investments, opening a new position worth an estimated $18.7M. The largest seller was First Trust Advisors, cutting an estimated $62.8M.
- 181 institutional investors held Avantax, Inc. Common Stock (AVTA) as of Q3 2019, down from 203 in Q2 2019.
- Funds reported $996M of Avantax, Inc. Common Stock stock for Q3 2019, down 29% quarter-over-quarter.
- 25 funds opened new Avantax, Inc. Common Stock positions in Q3 2019 and 47 closed out, a net change of -22 holders.
- The largest Avantax, Inc. Common Stock buyer in Q3 2019 was ClearBridge Investments, an estimated $18.7M added.
- The largest Avantax, Inc. Common Stock seller in Q3 2019 was First Trust Advisors, an estimated $62.8M sold.
Based on aggregated 13F filings for Q3 2019.