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Air Products & Chemicals
APD

733 hedge funds and large institutions have $19.9B invested in Air Products & Chemicals in 2013 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 220 increasing their positions, 280 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 45

66% more call options, than puts

Call options by funds: $185M | Put options by funds: $112M

6% more funds holding in top 10

Funds holding in top 10: 16 → 17 (+1)

5% more funds holding

Funds holding: 699 → 733 (+34)

2% more capital invested

Capital invested by funds: $19.5B → $19.9B (+$468M)

2.09% less ownership

Funds ownership: 95.2% → 93.11% (-2.1%)

21% less repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 280

Holders
733
Holders Change
+34
Holders Change %
+4.86%
% of All Funds
21.28%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.49%
New
88
Increased
220
Reduced
280
Closed
45
Calls
$185M
Puts
$112M
Net Calls
+$73.6M
Net Calls Change
-$85.5M

Top Buyers

Rank Fund Capital Flow
1
SIG
Senator Investment Group
New York
+$272M
2
SC
Sculptor Capital
New York
+$267M
3
YCMGA
York Capital Management Global Advisors
New York
+$240M
4
HCM
Highfields Capital Management
Massachusetts
+$200M
5
EPCM
Eton Park Capital Management
New York
+$74.8M

Top Sellers

Rank Fund Capital Flow
1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$248M
2
JP Morgan Chase
JP Morgan Chase
New York
-$246M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$159M
4
Wells Fargo
Wells Fargo
California
-$111M
5
Gates Foundation Trust
Gates Foundation Trust
Washington
-$103M
Name Holding Trade Value Shares
Change 		Change in
Stake
SOADOR
526
State of Alaska Department of Revenue
Alaska
$424K -$396K -3,924 -49%
MAA
527
Mraz Amerine & Associates
California
$422K -$40.3K -400 -9%
PAM
528
Private Asset Management
California
$414K – – –
VAM
529
Visium Asset Management
New York
$414K +$403K +4,000 New
QBFM
530
QS Batterymarch Financial Management
New York
$413K -$12.1K -120 -3%
FBNAT
531
FirstMerit Bank N.A. Trustee
Ohio
$412K -$6.96K -69 -2%
HC
532
HHG & Company
Connecticut
$409K +$1.21K +12 +0.3%
MLL
533
Moody Lynn & Lieberson
Massachusetts
$406K – – –
BMO
534
Beck Mack & Oliver
New York
$405K – – –
MCM
535
Monarch Capital Management
Indiana
$404K – – –
MCM
536
MAI Capital Management
Ohio
$396K -$5.24K -52 -1%
Cambridge Investment Research Advisors
537
Cambridge Investment Research Advisors
Iowa
$395K -$19.2K -190 -5%
ASC
538
Atalanta Sosnoff Capital
New York
$395K +$385K +3,816 New
RMDI
539
R.M. Davis Inc
Maine
$394K +$1.71K +17 +0.4%
TU
540
TDAM USA
Ontario, Canada
$392K -$560K -5,551 -59%
CA
541
Cornerstone Advisors
North Carolina
$391K – – –
WJA
542
Williams Jones & Associates
New York
$391K +$81.8K +811 +27%
ST
543
Spinnaker Trust
Maine
$387K -$4.94K -49 -1%
TNBTD
544
Trustmark National Bank Trust Department
Mississippi
$386K +$4.94K +49 +1%
SWM
545
SVA Wealth Management
Wisconsin
$386K +$376K +3,728 New
JMFC
546
J.M. Forbes & Co
Massachusetts
$382K – – –
SI
547
Stephens Inc
Arkansas
$382K – – –
CAM
548
CG Asset Management
New York
$377K +$368K +3,648 New
BAS
549
Brown Advisory Securities
Maryland
$376K +$4.94K +49 +1%
CCM
550
Chilton Capital Management
Texas
$369K – – –
20 21
22
23 24

APD Hedge Fund Activity: Q4 2013 in Review

733 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Air Products & Chemicals (APD) for Q4 2013, worth a combined $19.9B — up 2.4% from $19.5B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new APD positions and 45 closed out — a net gain of 43 holders — while 220 added to existing stakes and 280 trimmed.

The largest buyer was Senator Investment Group, opening a new position worth an estimated $272M. The largest seller was Massachusetts Financial Services, cutting an estimated $248M.

  • 733 institutional investors held Air Products & Chemicals (APD) as of Q4 2013, up from 699 in Q3 2013.
  • Funds reported $19.9B of Air Products & Chemicals stock for Q4 2013, up 2.4% quarter-over-quarter.
  • 88 funds opened new Air Products & Chemicals positions in Q4 2013 and 45 closed out, a net change of +43 holders.
  • The largest Air Products & Chemicals buyer in Q4 2013 was Senator Investment Group, an estimated $272M added.
  • The largest Air Products & Chemicals seller in Q4 2013 was Massachusetts Financial Services, an estimated $248M sold.

Based on aggregated 13F filings for Q4 2013.