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Air Products & Chemicals

699 hedge funds and large institutions have $19.5B invested in Air Products & Chemicals in 2013 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 201 increasing their positions, 293 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more call options, than puts

Call options by funds: $269M | Put options by funds: $110M

80% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 50

78% more funds holding in top 10

Funds holding in top 10: 916 (+7)

14% more capital invested

Capital invested by funds: $17B → $19.5B (+$2.44B)

5% more funds holding

Funds holding: 668699 (+31)

1% less ownership

Funds ownership: 96.2%95.2% (-1%)

31% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 293

Holders
699
Holders Change
+31
Holders Change %
+4.64%
% of All Funds
22.67%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.52%
New
90
Increased
201
Reduced
293
Closed
50
Calls
$269M
Puts
$110M
Net Calls
+$159M
Net Calls Change
+$156M
Name Holding Trade Value Shares
Change
Change in
Stake
PSCM
1
Pershing Square Capital Management
New York
$2.19B +$1.07B +11,295,992 +104%
State Farm Mutual Automobile Insurance
2
State Farm Mutual Automobile Insurance
Illinois
$1.64B
State Street
3
State Street
Massachusetts
$1.24B -$9.67M -101,763 -0.8%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.24B +$36.3M +382,328 +3%
DSA
5
Davis Selected Advisers
Arizona
$766M -$3.92M -41,202 -0.5%
JP Morgan Chase
6
JP Morgan Chase
New York
$669M -$140M -1,473,664 -18%
Franklin Resources
7
Franklin Resources
California
$597M -$16.4M -172,092 -3%
BIT
8
BlackRock Institutional Trust
California
$583M -$979K -10,305 -0.2%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$555M +$28.1M +295,220 +6%
Wells Fargo
10
Wells Fargo
California
$513M +$92.9M +978,085 +23%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$396M -$154M -1,625,737 -29%
GA
12
Greenhaven Associates
New York
$395M -$8.6M -90,454 -2%
Capital World Investors
13
Capital World Investors
California
$390M +$85.3M +897,230 +29%
Northern Trust
14
Northern Trust
Illinois
$331M -$11.7M -123,259 -4%
Capital Research Global Investors
15
Capital Research Global Investors
California
$315M +$61.6M +648,600 +25%
Bank of America
16
Bank of America
North Carolina
$258M -$261M -2,745,858 -51%
Capital International Investors
17
Capital International Investors
California
$229M
Invesco
18
Invesco
Georgia
$217M +$6.71M +70,637 +3%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$204M +$9.09M +95,672 +5%
BFA
20
BlackRock Fund Advisors
California
$202M -$20.3M -213,544 -9%
Victory Capital Management
21
Victory Capital Management
Texas
$184M +$178M +1,871,463 New
SCA
22
SAC Capital Advisors
Connecticut
$155M +$148M +1,559,751 +17,153%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$154M +$6.9M +72,601 +5%
BG
24
BlackRock Group
United Kingdom
$151M +$6.56M +69,071 +5%
JWBC
25
John W. Bristol & Co
New York
$139M -$10.1M -106,547 -7%

APD Hedge Fund Activity: Q3 2013 in Review

699 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Air Products & Chemicals (APD) for Q3 2013, worth a combined $19.5B — up 14% from $17B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new APD positions and 50 closed out — a net gain of 40 holders — while 201 added to existing stakes and 293 trimmed.

The largest buyer was Pershing Square Capital Management, adding an estimated $1.07B. The largest seller was Wellington Management Group, exiting entirely with an estimated $555M sold.

  • 699 institutional investors held Air Products & Chemicals (APD) as of Q3 2013, up from 668 in Q2 2013.
  • Funds reported $19.5B of Air Products & Chemicals stock for Q3 2013, up 14% quarter-over-quarter.
  • 90 funds opened new Air Products & Chemicals positions in Q3 2013 and 50 closed out, a net change of +40 holders.
  • The largest Air Products & Chemicals buyer in Q3 2013 was Pershing Square Capital Management, an estimated $1.07B added.
  • The largest Air Products & Chemicals seller in Q3 2013 was Wellington Management Group, an estimated $555M sold.

Based on aggregated 13F filings for Q3 2013.