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Air Products & Chemicals

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: 1617 (+1)

5% more funds holding

Funds holding: 699733 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
PSCM
1
Pershing Square Capital Management
New York
$2.3B +$413K +4,099 +0%
State Farm Mutual Automobile Insurance
2
State Farm Mutual Automobile Insurance
Illinois
$1.72B
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.35B +$48.2M +477,699 +4%
State Street
4
State Street
Massachusetts
$1.27B -$24.4M -241,974 -2%
DSA
5
Davis Selected Advisers
Arizona
$794M -$9.56M -94,881 -1%
Franklin Resources
6
Franklin Resources
California
$628M +$1.31M +13,008 +0.2%
BIT
7
BlackRock Institutional Trust
California
$607M -$4.04M -40,105 -0.7%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$560M -$21.3M -210,861 -4%
JP Morgan Chase
9
JP Morgan Chase
New York
$449M -$246M -2,438,887 -36%
Wells Fargo
10
Wells Fargo
California
$424M -$111M -1,105,160 -21%
GA
11
Greenhaven Associates
New York
$415M -$205K -2,032 -0.1%
Capital World Investors
12
Capital World Investors
California
$409M
SC
13
Sculptor Capital
New York
$376M +$267M +2,648,601 +268%
Northern Trust
14
Northern Trust
Illinois
$347M -$170K -1,683 -0.1%
SIG
15
Senator Investment Group
New York
$279M +$272M +2,702,500 New
Capital International Investors
16
Capital International Investors
California
$277M +$35.3M +350,244 +15%
Bank of America
17
Bank of America
North Carolina
$246M -$24.7M -245,102 -9%
BFA
18
BlackRock Fund Advisors
California
$231M +$17.7M +175,527 +9%
Invesco
19
Invesco
Georgia
$218M -$9.76M -96,784 -4%
HCM
20
Highfields Capital Management
Massachusetts
$205M +$200M +1,981,180 New
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$184M -$29.4M -291,416 -14%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$171M +$9.6M +95,185 +6%
Victory Capital Management
23
Victory Capital Management
Texas
$168M -$24.5M -242,948 -13%
Capital Research Global Investors
24
Capital Research Global Investors
California
$168M -$159M -1,578,260 -49%
Massachusetts Financial Services
25
Massachusetts Financial Services
Massachusetts
$161M -$248M -2,461,197 -61%

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.