Avantax, Inc. Common Stock
AVTA
AVTA was delisted on the 27th of November, 2023.
154 hedge funds and large institutions have $662M invested in Avantax, Inc. Common Stock in 2017 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 63 increasing their positions, 36 reducing their positions, and 18 closing their positions.
89% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 18
75% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 36
25% more capital invested
Capital invested by funds: $529M → $662M (+$133M)
7% more funds holding
Funds holding: 144 → 154 (+10)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
51% less call options, than puts
Call options by funds: $2.29M | Put options by funds: $4.69M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$77M |
| 2 |
PWAM
Park West Asset Management
San Francisco,
California
|
+$15.6M |
| 3 |
NI
Numeric Investors
Boston,
Massachusetts
|
+$10.5M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$4.36M |
| 5 |
HCS
Harvest Capital Strategies
San Francisco,
California
|
+$4.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Pennant Capital Management
Summit,
New Jersey
|
-$11.5M |
| 2 |
Group One Trading
Chicago,
Illinois
|
-$3.7M |
| 3 |
HT
HAP Trading
New York
|
-$3.66M |
| 4 |
Walleye Trading
New York
|
-$3.03M |
| 5 |
GF
Gabelli Funds
Rye,
New York
|
-$2.62M |
AVTA Hedge Fund Activity: Q1 2017 in Review
154 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Avantax, Inc. Common Stock (AVTA) for Q1 2017, worth a combined $662M — up 25% from $529M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new AVTA positions and 18 closed out — a net gain of 16 holders — while 63 added to existing stakes and 36 trimmed.
The largest buyer was BlackRock, adding an estimated $77M. The largest seller was Pennant Capital Management, cutting an estimated $11.5M.
- 154 institutional investors held Avantax, Inc. Common Stock (AVTA) as of Q1 2017, up from 144 in Q4 2016.
- Funds reported $662M of Avantax, Inc. Common Stock stock for Q1 2017, up 25% quarter-over-quarter.
- 34 funds opened new Avantax, Inc. Common Stock positions in Q1 2017 and 18 closed out, a net change of +16 holders.
- The largest Avantax, Inc. Common Stock buyer in Q1 2017 was BlackRock, an estimated $77M added.
- The largest Avantax, Inc. Common Stock seller in Q1 2017 was Pennant Capital Management, an estimated $11.5M sold.
Based on aggregated 13F filings for Q1 2017.