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APU

AmeriGas Partners, L.P.
APU

Delisted

APU was delisted on the 21st of August, 2019.

156 hedge funds and large institutions have $560M invested in AmeriGas Partners, L.P. in 2013 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 55 increasing their positions, 40 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

38% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 40

10% more call options, than puts

Call options by funds: $6.16M | Put options by funds: $5.59M

4% more funds holding

Funds holding: 150156 (+6)

0% more capital invested

Capital invested by funds: $558M → $560M (+$2.67M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
156
Holders Change
+6
Holders Change %
+4%
% of All Funds
4.53%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
24
Increased
55
Reduced
40
Closed
17
Calls
$6.16M
Puts
$5.59M
Net Calls
+$571K
Net Calls Change
-$384K
Name Holding Trade Value Shares
Change
Change in
Stake
BC
26
Barnett & Company
Tennessee
$3.64M -$52.4K -1,205 -1%
ECM
27
Estabrook Capital Management
New York
$3.56M +$1.09K +25 +0%
VCAM
28
Valentine Capital Asset Management
California
$3.52M +$595K +13,673 +21%
SCA
29
Salient Capital Advisors
Texas
$3.45M -$908K -20,874 -21%
AAM
30
Aston Asset Management
Illinois
$3.18M +$101K +2,310 +3%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$2.9M -$957K -22,004 -25%
LPL Financial
32
LPL Financial
California
$2.69M +$343K +7,880 +15%
NAM
33
North American Management
Massachusetts
$2.65M +$437K +10,039 +20%
CDH
34
Charles D. Hyman
$2.6M +$26.1K +600 +1%
CYG
35
Clean Yield Group
Vermont
$2.57M -$71.8K -1,650 -3%
BFG
36
Beacon Financial Group
Texas
$2.4M +$76.7K +1,763 +3%
Northern Trust
37
Northern Trust
Illinois
$2.17M -$126K -2,894 -6%
CPSAC
38
Chas P. Smith & Associates (CPS)
Florida
$2.13M +$1.45M +33,410 +233%
NL
39
NWAM LLC
Washington
$2.13M -$14.2K -327 -0.7%
GC
40
Guggenheim Capital
Illinois
$2.13M -$891K -20,477 -30%
SLG
41
Stanley-Laman Group
Pennsylvania
$1.92M +$1.87M +43,012 New
NEI
42
Northwest & Ethical Investments
Ontario, Canada
$1.9M +$145K +3,330 +8%
NCM
43
Novare Capital Management
North Carolina
$1.81M
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$1.73M -$7.75K -178 -0.5%
GXMC
45
Global X Management Company
New York
$1.72M +$174K +3,989 +12%
PA
46
Pinnacle Associates
New York
$1.56M -$21.7K -499 -1%
SG Americas Securities
47
SG Americas Securities
New York
$1.56M +$1.52M +34,932 New
State Street
48
State Street
Massachusetts
$1.33M -$488K -11,224 -27%
NIA
49
Northstar Investment Advisors
Colorado
$1.32M -$38.1K -875 -3%
PMG
50
ProVise Management Group
Florida
$1.25M +$21K +483 +2%

APU Hedge Fund Activity: Q4 2013 in Review

156 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in AmeriGas Partners, L.P. (APU) for Q4 2013, worth a combined $560M — up 0.48% from $558M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new APU positions and 17 closed out — a net gain of 7 holders — while 55 added to existing stakes and 40 trimmed.

The largest buyer was OppenheimerFunds, adding an estimated $14.1M. The largest seller was First Trust Advisors, exiting entirely with an estimated $44.2M sold.

  • 156 institutional investors held AmeriGas Partners, L.P. (APU) as of Q4 2013, up from 150 in Q3 2013.
  • Funds reported $560M of AmeriGas Partners, L.P. stock for Q4 2013, up 0.48% quarter-over-quarter.
  • 24 funds opened new AmeriGas Partners, L.P. positions in Q4 2013 and 17 closed out, a net change of +7 holders.
  • The largest AmeriGas Partners, L.P. buyer in Q4 2013 was OppenheimerFunds, an estimated $14.1M added.
  • The largest AmeriGas Partners, L.P. seller in Q4 2013 was First Trust Advisors, an estimated $44.2M sold.

Based on aggregated 13F filings for Q4 2013.