U.S. Tax Reform Fund
TAXR
TAXR was delisted on the 18th of April, 2018.
4 hedge funds and large institutions have $737K invested in U.S. Tax Reform Fund in 2018 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 2 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
33% less funds holding
Funds holding: 6 → 4 (-2)
57% less capital invested
Capital invested by funds: $1.7M → $737K (-$967K)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$45.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$551K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$414K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$65K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $394K | -$551K | -26,094 | -59% |
|
2
Bank of America
Charlotte,
North Carolina
| $246K | – | – | – |
|
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $95K | +$45.5K | +2,155 | +93% |
|
|
CAC
4
Certified Advisory Corp
Altamonte Springs,
Florida
| $2K | – | – | – |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$414K | -19,707 | Closed |
|
|
6
UBS Group
Zurich,
Switzerland
| – | -$65K | -3,076 | Closed |
|
TAXR Hedge Fund Activity: Q2 2018 in Review
4 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in U.S. Tax Reform Fund (TAXR) for Q2 2018, worth a combined $737K — down 57% from $1.7M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of TAXR and 0 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 1 added.
The largest buyer was Royal Bank of Canada, adding an estimated $45.5K. The largest seller was Jane Street, cutting an estimated $551K.
- 4 institutional investors held U.S. Tax Reform Fund (TAXR) as of Q2 2018, down from 6 in Q1 2018.
- Funds reported $737K of U.S. Tax Reform Fund stock for Q2 2018, down 57% quarter-over-quarter.
- 0 funds opened new U.S. Tax Reform Fund positions in Q2 2018 and 2 closed out, a net change of -2 holders.
- The largest U.S. Tax Reform Fund buyer in Q2 2018 was Royal Bank of Canada, an estimated $45.5K added.
- The largest U.S. Tax Reform Fund seller in Q2 2018 was Jane Street, an estimated $551K sold.
Based on aggregated 13F filings for Q2 2018.