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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
B
576
Barings
North Carolina
$309K -$239K -2,367 -44%
TH
577
TCTC Holdings
Texas
$308K -$21.8K -216 -7%
DAM
578
Doheny Asset Management
California
$307K – – –
NTCOC
579
Northern Trust Company of Connecticut
Connecticut
$307K – – –
EWM
580
Evercore Wealth Management
New York
$306K -$259K -2,567 -46%
CC
581
Cipher Capital
New York
$303K -$644K -6,387 -69%
CNB
582
City National Bank
California
$302K -$141K -1,397 -32%
OIA
583
Optimum Investment Advisors
Illinois
$302K -$27.2K -270 -8%
OMCS
584
Old Mutual Customised Solutions
South Africa
$302K – – –
AIA
585
Avalon Investment & Advisory
Texas
$302K +$5.44K +54 +2%
BAM
586
Berkshire Asset Management
Pennsylvania
$302K +$81.2K +806 +38%
Northwestern Mutual Wealth Management
587
Northwestern Mutual Wealth Management
Wisconsin
$300K +$24.8K +246 +9%
WCM
588
Wisconsin Capital Management
Wisconsin
$299K – – –
VRS
589
Virginia Retirement Systems
Virginia
$298K +$70.7K +701 +32%
Verition Fund Management
590
Verition Fund Management
Connecticut
$297K -$563K -5,583 -66%
DAC
591
Dividend Assets Capital
South Carolina
$295K -$4.33K -43 -1%
MNBTD
592
Moody National Bank Trust Division
Texas
$294K – – –
SSB
593
Sandy Spring Bank
Maryland
$294K – – –
WA
594
Waverly Advisors
Alabama
$294K – – –
FHA
595
First Horizon Advisors
Tennessee
$290K – – –
Jones Financial Companies
596
Jones Financial Companies
Missouri
$289K – – –
GIA
597
Guyasuta Investment Advisors
Pennsylvania
$286K – – –
WCM
598
Windward Capital Management
California
$286K +$605 +6 +0.2%
DHFB
599
Dixon Hubard Feinour & Brown
Virginia
$285K – – –
BP
600
Ballentine Partners
Massachusetts
$283K -$5.85K -58 -2%
22 23
24
25 26

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.