Avantax, Inc. Common Stock
AVTA
AVTA was delisted on the 27th of November, 2023.
203 hedge funds and large institutions have $1.7B invested in Avantax, Inc. Common Stock in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 68 increasing their positions, 67 reducing their positions, and 20 closing their positions.
100% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 20
52% more capital invested
Capital invested by funds: $1.12B → $1.7B (+$579M)
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
11% more funds holding
Funds holding: 183 → 203 (+20)
1% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 67
0.18% more ownership
Funds ownership: 97.51% → 97.69% (+0.18%)
45% less call options, than puts
Call options by funds: $5.32M | Put options by funds: $9.65M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
+$25.9M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$16.5M |
| 3 |
BlackRock
New York
|
+$14.8M |
| 4 |
WG
Winton Group
London,
United Kingdom
|
+$9.42M |
| 5 |
Two Sigma Investments
New York
|
+$6.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$25.4M |
| 2 |
PWAM
Park West Asset Management
San Francisco,
California
|
-$16.8M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$14.8M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
-$12.3M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$8.53M |
AVTA Hedge Fund Activity: Q2 2018 in Review
203 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Avantax, Inc. Common Stock (AVTA) for Q2 2018, worth a combined $1.7B — up 52% from $1.12B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new AVTA positions and 20 closed out — a net gain of 20 holders — while 68 added to existing stakes and 67 trimmed.
The largest buyer was Glenmede Trust, adding an estimated $25.9M. The largest seller was Vanguard Group, cutting an estimated $25.4M.
- 203 institutional investors held Avantax, Inc. Common Stock (AVTA) as of Q2 2018, up from 183 in Q1 2018.
- Funds reported $1.7B of Avantax, Inc. Common Stock stock for Q2 2018, up 52% quarter-over-quarter.
- 40 funds opened new Avantax, Inc. Common Stock positions in Q2 2018 and 20 closed out, a net change of +20 holders.
- The largest Avantax, Inc. Common Stock buyer in Q2 2018 was Glenmede Trust, an estimated $25.9M added.
- The largest Avantax, Inc. Common Stock seller in Q2 2018 was Vanguard Group, an estimated $25.4M sold.
Based on aggregated 13F filings for Q2 2018.