Avantax, Inc. Common Stock
AVTA
AVTA was delisted on the 27th of November, 2023.
193 hedge funds and large institutions have $882M invested in Avantax, Inc. Common Stock in 2017 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 83 increasing their positions, 35 reducing their positions, and 10 closing their positions.
390% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 10
137% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 35
33% more capital invested
Capital invested by funds: $662M → $882M (+$219M)
25% more funds holding
Funds holding: 154 → 193 (+39)
3% more call options, than puts
Call options by funds: $2.87M | Put options by funds: $2.79M
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$20.1M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$8.89M |
| 3 |
Renaissance Technologies
New York
|
+$8.5M |
| 4 |
JP Morgan Chase
New York
|
+$7.71M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
+$7.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$56.9M |
| 2 |
PWAM
Park West Asset Management
San Francisco,
California
|
-$12.9M |
| 3 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
-$10M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$5.41M |
| 5 |
D.E. Shaw & Co
New York
|
-$3M |
AVTA Hedge Fund Activity: Q2 2017 in Review
193 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Avantax, Inc. Common Stock (AVTA) for Q2 2017, worth a combined $882M — up 33% from $662M a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new AVTA positions and 10 closed out — a net gain of 39 holders — while 83 added to existing stakes and 35 trimmed.
The largest buyer was Vanguard Group, adding an estimated $20.1M. The largest seller was Wellington Management Group, cutting an estimated $56.9M.
- 193 institutional investors held Avantax, Inc. Common Stock (AVTA) as of Q2 2017, up from 154 in Q1 2017.
- Funds reported $882M of Avantax, Inc. Common Stock stock for Q2 2017, up 33% quarter-over-quarter.
- 49 funds opened new Avantax, Inc. Common Stock positions in Q2 2017 and 10 closed out, a net change of +39 holders.
- The largest Avantax, Inc. Common Stock buyer in Q2 2017 was Vanguard Group, an estimated $20.1M added.
- The largest Avantax, Inc. Common Stock seller in Q2 2017 was Wellington Management Group, an estimated $56.9M sold.
Based on aggregated 13F filings for Q2 2017.