Avantax, Inc. Common Stock
AVTA
AVTA was delisted on the 27th of November, 2023.
149 hedge funds and large institutions have $399M invested in Avantax, Inc. Common Stock in 2016 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 63 reducing their positions, and 21 closing their positions.
124% more call options, than puts
Call options by funds: $8.55M | Put options by funds: $3.81M
16% more capital invested
Capital invested by funds: $345M → $399M (+$53.7M)
1% less funds holding
Funds holding: 150 → 149 (-1)
5% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 21
32% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 63
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$47.4M |
| 2 |
Morgan Stanley
New York
|
+$10.5M |
| 3 |
Renaissance Technologies
New York
|
+$4.01M |
| 4 |
NC
Northpointe Capital
Bloomfield Hills,
Michigan
|
+$3.96M |
| 5 |
NI
Numeric Investors
Boston,
Massachusetts
|
+$3.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$9.23M |
| 2 |
AC
Armistice Capital
New York
|
-$5.18M |
| 3 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
-$5.03M |
| 4 |
RA
Royce & Associates
New York
|
-$4.58M |
| 5 |
D.E. Shaw & Co
New York
|
-$3.52M |
AVTA Hedge Fund Activity: Q3 2016 in Review
149 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Avantax, Inc. Common Stock (AVTA) for Q3 2016, worth a combined $399M — up 16% from $345M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of AVTA and 20 opened new positions — a net loss of 1 holder — while 63 trimmed existing stakes and 43 added.
The largest buyer was Wellington Management Group, opening a new position worth an estimated $47.4M. The largest seller was Wells Fargo, cutting an estimated $9.23M.
- 149 institutional investors held Avantax, Inc. Common Stock (AVTA) as of Q3 2016, down from 150 in Q2 2016.
- Funds reported $399M of Avantax, Inc. Common Stock stock for Q3 2016, up 16% quarter-over-quarter.
- 20 funds opened new Avantax, Inc. Common Stock positions in Q3 2016 and 21 closed out, a net change of -1 holder.
- The largest Avantax, Inc. Common Stock buyer in Q3 2016 was Wellington Management Group, an estimated $47.4M added.
- The largest Avantax, Inc. Common Stock seller in Q3 2016 was Wells Fargo, an estimated $9.23M sold.
Based on aggregated 13F filings for Q3 2016.