U.S. Tax Reform Fund
TAXR
TAXR was delisted on the 18th of April, 2018.
5 hedge funds and large institutions have $1.19M invested in U.S. Tax Reform Fund in 2018 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
61% more capital invested
Capital invested by funds: $737K → $1.19M (+$448K)
25% more funds holding
Funds holding: 4 → 5 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$496K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$318K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$394K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Royal Bank of Canada
Toronto,
Ontario, Canada
| $599K | +$496K | +21,540 | +483% |
|
|
2
Commonwealth Equity Services
Waltham,
Massachusetts
| $318K | +$318K | +13,824 | New |
|
3
Bank of America
Charlotte,
North Carolina
| $265K | – | – | – |
|
|
CAC
4
Certified Advisory Corp
Altamonte Springs,
Florida
| $2K | – | – | – |
|
|
5
UBS Group
Zurich,
Switzerland
| $1K | +$1K | +33 | New |
|
|
6
Jane Street
New York
| – | -$394K | -18,437 | Closed |
|
TAXR Hedge Fund Activity: Q3 2018 in Review
5 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in U.S. Tax Reform Fund (TAXR) for Q3 2018, worth a combined $1.19M — up 61% from $737K a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new TAXR positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 0 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $496K. The largest seller was Jane Street, exiting entirely with an estimated $394K sold.
- 5 institutional investors held U.S. Tax Reform Fund (TAXR) as of Q3 2018, up from 4 in Q2 2018.
- Funds reported $1.19M of U.S. Tax Reform Fund stock for Q3 2018, up 61% quarter-over-quarter.
- 2 funds opened new U.S. Tax Reform Fund positions in Q3 2018 and 1 closed out, a net change of +1 holder.
- The largest U.S. Tax Reform Fund buyer in Q3 2018 was Royal Bank of Canada, an estimated $496K added.
- The largest U.S. Tax Reform Fund seller in Q3 2018 was Jane Street, an estimated $394K sold.
Based on aggregated 13F filings for Q3 2018.