Avantax, Inc. Common Stock
AVTA
AVTA was delisted on the 27th of November, 2023.
187 hedge funds and large institutions have $1B invested in Avantax, Inc. Common Stock in 2017 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 85 increasing their positions, 51 reducing their positions, and 42 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 51
8% less capital invested
Capital invested by funds: $1.09B → $1B (-$84.5M)
8% less funds holding
Funds holding: 204 → 187 (-17)
38% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 42
62% less call options, than puts
Call options by funds: $1.38M | Put options by funds: $3.6M
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$25.1M |
| 2 |
PWAM
Park West Asset Management
San Francisco,
California
|
+$12.1M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$11.6M |
| 4 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
+$8.56M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$7.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Matarin Capital Management
New York
|
-$8.41M |
| 2 |
BIM
Bogle Investment Management
Newton Lower Falls,
Massachusetts
|
-$7.89M |
| 3 |
Morgan Stanley
New York
|
-$6.25M |
| 4 |
NI
Numeric Investors
Boston,
Massachusetts
|
-$5.87M |
| 5 |
EI
EAM Investors
Solana Beach,
California
|
-$4.39M |
AVTA Hedge Fund Activity: Q4 2017 in Review
187 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Avantax, Inc. Common Stock (AVTA) for Q4 2017, worth a combined $1B — down 7.8% from $1.09B a quarter earlier.
Sellers outnumbered buyers: 42 funds closed out of AVTA and 26 opened new positions — a net loss of 16 holders — while 51 trimmed existing stakes and 85 added.
The largest buyer was Wellington Management Group, adding an estimated $25.1M. The largest seller was Matarin Capital Management, exiting entirely with an estimated $8.41M sold.
- 187 institutional investors held Avantax, Inc. Common Stock (AVTA) as of Q4 2017, down from 204 in Q3 2017.
- Funds reported $1B of Avantax, Inc. Common Stock stock for Q4 2017, down 7.8% quarter-over-quarter.
- 26 funds opened new Avantax, Inc. Common Stock positions in Q4 2017 and 42 closed out, a net change of -16 holders.
- The largest Avantax, Inc. Common Stock buyer in Q4 2017 was Wellington Management Group, an estimated $25.1M added.
- The largest Avantax, Inc. Common Stock seller in Q4 2017 was Matarin Capital Management, an estimated $8.41M sold.
Based on aggregated 13F filings for Q4 2017.