Avantax, Inc. Common Stock
AVTA
AVTA was delisted on the 27th of November, 2023.
154 hedge funds and large institutions have $567M invested in Avantax, Inc. Common Stock in 2020 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 47 increasing their positions, 52 reducing their positions, and 39 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
10% less repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 52
8% less funds holding
Funds holding: 168 → 154 (-14)
31% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 39
31% less call options, than puts
Call options by funds: $1.04M | Put options by funds: $1.51M
54% less capital invested
Capital invested by funds: $1.22B → $567M (-$656M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VBA
Van Berkom & Associates
Montreal,
Quebec, Canada
|
+$35.9M |
| 2 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$11.7M |
| 3 |
TCM
Tygh Capital Management
Portland,
Oregon
|
+$4.27M |
| 4 |
Goldman Sachs
New York
|
+$3.23M |
| 5 |
SCM
Simcoe Capital Management
New York
|
+$3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$32.2M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$9.64M |
| 3 |
HAM
Hillcrest Asset Management
Plano,
Texas
|
-$9.55M |
| 4 |
Morgan Stanley
New York
|
-$6.28M |
| 5 |
ACL
Azora Capital LP
Miami,
Florida
|
-$5.94M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ICM
176
Islay Capital Management
Lubbock,
Texas
| – | -$67K | -2,548 | Closed |
|
|
EA
177
Emerald Advisers
Leola,
Pennsylvania
| – | -$46K | -1,757 | Closed |
|
178
Chevy Chase Trust
Bethesda,
Maryland
| – | -$5K | -200 | Closed |
|
|
NFG
179
Next Financial Group
Houston,
Texas
| – | -$4K | -160 | Closed |
|
180
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| – | -$3K | -117 | Closed |
|
|
PWP
181
Personal Wealth Partners
Bloomington,
Minnesota
| – | -$2K | -84 | Closed |
|
182
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$2K | -80 | Closed |
|
|
TRCT
183
Tower Research Capital (TRC)
New York
| – | -$2K | -78 | Closed |
|
|
HGWM
184
Harvest Group Wealth Management
Waltham,
Massachusetts
| – | -$1K | -72 | Closed |
|
|
PFBT
185
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| – | -$1K | -54 | Closed |
|
|
TCM
186
Tradewinds Capital Management
Bellingham,
Washington
| – | -$1K | -20 | Closed |
|
187
Credit Agricole
Montrouge Cedex,
France
| – | -$19 | -1 | -25% |
|
|
AT
188
Arden Trust
Wilmington,
Delaware
| – | +$540 | +28 | New |
|
AVTA Hedge Fund Activity: Q1 2020 in Review
154 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Avantax, Inc. Common Stock (AVTA) for Q1 2020, worth a combined $567M — down 54% from $1.22B a quarter earlier.
Sellers outnumbered buyers: 39 funds closed out of AVTA and 27 opened new positions — a net loss of 12 holders — while 52 trimmed existing stakes and 47 added.
The largest buyer was Van Berkom & Associates, adding an estimated $35.9M. The largest seller was Wellington Management Group, cutting an estimated $32.2M.
- 154 institutional investors held Avantax, Inc. Common Stock (AVTA) as of Q1 2020, down from 168 in Q4 2019.
- Funds reported $567M of Avantax, Inc. Common Stock stock for Q1 2020, down 54% quarter-over-quarter.
- 27 funds opened new Avantax, Inc. Common Stock positions in Q1 2020 and 39 closed out, a net change of -12 holders.
- The largest Avantax, Inc. Common Stock buyer in Q1 2020 was Van Berkom & Associates, an estimated $35.9M added.
- The largest Avantax, Inc. Common Stock seller in Q1 2020 was Wellington Management Group, an estimated $32.2M sold.
Based on aggregated 13F filings for Q1 2020.