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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
GC
51
Grace Capital
Massachusetts
$1.2M +$16.1K +370 +1%
WRM
52
Westport Resources Management
Connecticut
$1.17M +$169K +3,890 +17%
RMA
53
Roffman Miller Associates
Pennsylvania
$1.14M +$445K +10,224 +66%
FI
54
FCM Investments
Texas
$1.12M -$16.1K -370 -1%
AIG
55
American International Group
New York
$1.1M +$53.1K +1,221 +5%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$1.08M +$69.8K +1,605 +7%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$1.03M -$295K -6,782 -23%
KeyBank National Association
58
KeyBank National Association
Ohio
$975K
HS
59
Huntington Steele
Pennsylvania
$957K
OPCM
60
Osborne Partners Capital Management
California
$894K
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$873K -$51.7K -1,188 -6%
B
62
Barings
North Carolina
$863K +$252K +5,800 +43%
MCM
63
McKinley Capital Management
Alaska
$798K -$6.18K -142 -0.8%
KFC
64
Klingenstein Fields & Co
New York
$740K
BB
65
Bell Bank
North Dakota
$731K
Creative Planning
66
Creative Planning
Kansas
$690K +$225K +5,163 +50%
William Blair & Company
67
William Blair & Company
Illinois
$686K +$30.4K +698 +5%
HC
68
HHG & Company
Connecticut
$667K +$51.9K +1,192 +9%
CAN
69
Cetera Advisor Networks
California
$599K -$94.3K -2,168 -14%
TYCC
70
Texas Yale Capital Corp
Florida
$563K
BFS
71
Bradley Foster & Sargent
Connecticut
$513K
LTFS
72
Ladenburg Thalmann Financial Services
Florida
$466K +$78.4K +1,802 +21%
GLRA
73
Gerald L. Ray & Associates
Texas
$431K -$23.1K -530 -5%
FCT
74
Family Capital Trust
Massachusetts
$374K
NPC
75
National Planning Corporation
California
$369K -$69.9K -1,607 -16%

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.