Avantax, Inc. Common Stock
AVTA
AVTA was delisted on the 27th of November, 2023.
171 hedge funds and large institutions have $744M invested in Avantax, Inc. Common Stock in 2014 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 69 increasing their positions, 56 reducing their positions, and 32 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
70% more call options, than puts
Call options by funds: $8.71M | Put options by funds: $5.12M
23% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 56
3% less funds holding
Funds holding: 177 → 171 (-6)
19% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 32
67% less capital invested
Capital invested by funds: $2.23B → $744M (-$1.49B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PRCM
Pine River Capital Management
Minnetonka,
Minnesota
|
+$12.6M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$12.3M |
| 3 |
PCM
Proxima Capital Management
New York
|
+$10.6M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
+$7.35M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$7.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BNP Paribas Financial Markets
Paris,
France
|
-$245M |
| 2 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$13M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$8.39M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$7.74M |
| 5 |
JCAM
Jericho Capital Asset Management
New York
|
-$6.28M |
AVTA Hedge Fund Activity: Q2 2014 in Review
171 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Avantax, Inc. Common Stock (AVTA) for Q2 2014, worth a combined $744M — down 67% from $2.23B a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of AVTA and 26 opened new positions — a net loss of 6 holders — while 56 trimmed existing stakes and 69 added.
The largest buyer was Pine River Capital Management, adding an estimated $12.6M. The largest seller was BNP Paribas Financial Markets, exiting entirely with an estimated $245M sold.
- 171 institutional investors held Avantax, Inc. Common Stock (AVTA) as of Q2 2014, down from 177 in Q1 2014.
- Funds reported $744M of Avantax, Inc. Common Stock stock for Q2 2014, down 67% quarter-over-quarter.
- 26 funds opened new Avantax, Inc. Common Stock positions in Q2 2014 and 32 closed out, a net change of -6 holders.
- The largest Avantax, Inc. Common Stock buyer in Q2 2014 was Pine River Capital Management, an estimated $12.6M added.
- The largest Avantax, Inc. Common Stock seller in Q2 2014 was BNP Paribas Financial Markets, an estimated $245M sold.
Based on aggregated 13F filings for Q2 2014.