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APU

AmeriGas Partners, L.P.
APU

Delisted

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

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170 hedge funds and large institutions have $733M invested in AmeriGas Partners, L.P. in 2014 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 74 increasing their positions, 30 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 30

78% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 18

31% more capital invested

Capital invested by funds: $560M → $733M (+$172M)

9% more funds holding

Funds holding: 156 → 170 (+14)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

16% less call options, than puts

Call options by funds: $7.48M | Put options by funds: $8.92M

Holders
170
Holders Change
+14
Holders Change %
+8.97%
% of All Funds
4.91%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
32
Increased
74
Reduced
30
Closed
18
Calls
$7.48M
Puts
$8.92M
Net Calls
-$1.44M
Net Calls Change
-$2.01M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$45.6M
2
First Trust Advisors
First Trust Advisors
Illinois
+$37.4M
3
ClearBridge Investments
ClearBridge Investments
New York
+$30.2M
4
Citigroup
Citigroup
New York
+$18.2M
5
WJA
Williams Jones & Associates
New York
+$11.3M

Top Sellers

Rank Fund Capital Flow
1
IMS
Index Management Solutions
Pennsylvania
-$9.93M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$1.43M
3
SG Americas Securities
SG Americas Securities
New York
-$1.03M
4
KFC
Klingenstein Fields & Co
New York
-$740K
5
AIP
ARS Investment Partners
New York
-$584K
Name Holding Trade Value Shares
Change 		Change in
Stake
MIS
26
Morningstar Investment Services
Illinois
$5.53M +$383K +9,013 +7%
EIA
27
Edgemoor Investment Advisors
Maryland
$4.83M +$506K +11,915 +12%
1IC
28
1919 Investment Counsel
Maryland
$4.7M -$13.8K -325 -0.3%
COPPSERS
29
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.15M +$4.17M +98,120 New
Bank of New York Mellon
30
Bank of New York Mellon
New York
$3.82M +$76.3K +1,795 +2%
BC
31
Barnett & Company
Tennessee
$3.62M +$174K +4,102 +5%
NAM
32
North American Management
Massachusetts
$3.21M +$703K +16,540 +28%
AAM
33
Aston Asset Management
Illinois
$3.16M +$152K +3,573 +5%
ECM
34
Estabrook Capital Management
New York
$2.97M -$407K -9,575 -12%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$2.9M +$2.85M +66,973 +3,940%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$2.83M +$77.7K +1,827 +3%
CC
37
Cannell & Co
New York
$2.76M +$2.77M +65,250 New
LPL Financial
38
LPL Financial
California
$2.63M +$83.1K +1,954 +3%
CDH
39
Charles D. Hyman
$2.55M +$93.5K +2,200 +4%
NL
40
NWAM LLC
Washington
$2.53M +$520K +12,226 +26%
BFG
41
Beacon Financial Group
Texas
$2.2M -$119K -2,809 -5%
GC
42
Guggenheim Capital
Illinois
$2.15M +$135K +3,178 +7%
Northern Trust
43
Northern Trust
Illinois
$2.13M +$66.9K +1,574 +3%
NEI
44
Northwest & Ethical Investments
Ontario, Canada
$2.07M +$273K +6,423 +15%
CYG
45
Clean Yield Group
Vermont
$2.03M -$407K -9,585 -17%
CPSAC
46
Chas P. Smith & Associates (CPS)
Florida
$2.01M -$7.65K -180 -0.4%
SLG
47
Stanley-Laman Group
Pennsylvania
$1.98M +$158K +3,728 +9%
GXMC
48
Global X Management Company
New York
$1.96M +$327K +7,695 +20%
NCM
49
Novare Capital Management
North Carolina
$1.88M +$170K +4,000 +10%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$1.61M +$636K +14,971 +65%
1
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APU Hedge Fund Activity: Q1 2014 in Review

170 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in AmeriGas Partners, L.P. (APU) for Q1 2014, worth a combined $733M — up 31% from $560M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new APU positions and 18 closed out — a net gain of 14 holders — while 74 added to existing stakes and 30 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $45.6M. The largest seller was Index Management Solutions, exiting entirely with an estimated $9.93M sold.

  • 170 institutional investors held AmeriGas Partners, L.P. (APU) as of Q1 2014, up from 156 in Q4 2013.
  • Funds reported $733M of AmeriGas Partners, L.P. stock for Q1 2014, up 31% quarter-over-quarter.
  • 32 funds opened new AmeriGas Partners, L.P. positions in Q1 2014 and 18 closed out, a net change of +14 holders.
  • The largest AmeriGas Partners, L.P. buyer in Q1 2014 was JP Morgan Chase, an estimated $45.6M added.
  • The largest AmeriGas Partners, L.P. seller in Q1 2014 was Index Management Solutions, an estimated $9.93M sold.

Based on aggregated 13F filings for Q1 2014.