Avantax, Inc. Common Stock
AVTA
AVTA was delisted on the 27th of November, 2023.
177 hedge funds and large institutions have $2.23B invested in Avantax, Inc. Common Stock in 2014 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 66 increasing their positions, 48 reducing their positions, and 27 closing their positions.
41% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 27
38% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 48
24% more call options, than puts
Call options by funds: $11M | Put options by funds: $8.83M
22% more capital invested
Capital invested by funds: $1.83B → $2.23B (+$403M)
7% more funds holding
Funds holding: 166 → 177 (+11)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BNP Paribas Financial Markets
Paris,
France
|
+$301M |
| 2 |
OCG
Opus Capital Group
Cincinnati,
Ohio
|
+$17.9M |
| 3 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$15M |
| 4 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$9.49M |
| 5 |
GF
Gabelli Funds
Rye,
New York
|
+$7.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$29.1M |
| 2 |
FA
Friess Associates
Greenville,
Delaware
|
-$19.3M |
| 3 |
Renaissance Technologies
New York
|
-$15.6M |
| 4 |
RCM
Raging Capital Management
Rocky Hill,
New Jersey
|
-$15.3M |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$12M |
AVTA Hedge Fund Activity: Q1 2014 in Review
177 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Avantax, Inc. Common Stock (AVTA) for Q1 2014, worth a combined $2.23B — up 22% from $1.83B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new AVTA positions and 27 closed out — a net gain of 11 holders — while 66 added to existing stakes and 48 trimmed.
The largest buyer was BNP Paribas Financial Markets, adding an estimated $301M. The largest seller was Putnam Investments, exiting entirely with an estimated $29.1M sold.
- 177 institutional investors held Avantax, Inc. Common Stock (AVTA) as of Q1 2014, up from 166 in Q4 2013.
- Funds reported $2.23B of Avantax, Inc. Common Stock stock for Q1 2014, up 22% quarter-over-quarter.
- 38 funds opened new Avantax, Inc. Common Stock positions in Q1 2014 and 27 closed out, a net change of +11 holders.
- The largest Avantax, Inc. Common Stock buyer in Q1 2014 was BNP Paribas Financial Markets, an estimated $301M added.
- The largest Avantax, Inc. Common Stock seller in Q1 2014 was Putnam Investments, an estimated $29.1M sold.
Based on aggregated 13F filings for Q1 2014.