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APU

AmeriGas Partners, L.P.
APU

Delisted

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

150 hedge funds and large institutions have $558M invested in AmeriGas Partners, L.P. in 2013 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 63 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 8

133% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 27

22% more call options, than puts

Call options by funds: $5.32M | Put options by funds: $4.37M

16% more capital invested

Capital invested by funds: $481M → $558M (+$76.6M)

9% more funds holding

Funds holding: 138150 (+12)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
150
Holders Change
+12
Holders Change %
+8.7%
% of All Funds
4.86%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
21
Increased
63
Reduced
27
Closed
8
Calls
$5.32M
Puts
$4.37M
Net Calls
+$955K
Net Calls Change
+$3.34M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
101
Catawba Capital Management
Virginia
$220K +$227K +5,100 New
AWMS
102
Advocacy Wealth Management Services
Georgia
$219K -$48.9K -1,100 -18%
WSTAM
103
Wilbanks Smith & Thomas Asset Management
Virginia
$213K -$78K -1,755 -26%
AllianceBernstein
104
AllianceBernstein
Tennessee
$204K +$188K +4,240 +848%
First Manhattan
105
First Manhattan
New York
$198K
Barclays
106
Barclays
United Kingdom
$161K +$80.6K +1,815 +94%
Bessemer Group
107
Bessemer Group
New Jersey
$152K
KTC
108
Kistler-Tiffany Companies
Pennsylvania
$151K -$5.91K -133 -4%
Ameriprise
109
Ameriprise
Minnesota
$137K -$3.77K -85 -3%
LFR
110
Lehman Financial Resources
Pennsylvania
$134K
WA
111
WFG Advisors
Texas
$132K +$50.6K +1,139 +59%
GT
112
Glenmede Trust
Pennsylvania
$130K -$14.4K -325 -10%
MFS
113
MSI Financial Services
Massachusetts
$116K +$8.88K +200 +8%
BRWA
114
B. Riley Wealth Advisors
Florida
$116K +$120K +2,700 New
JIC
115
Joel Isaacson & Co
New York
$110K
PP
116
Palladium Partners
Virginia
$104K
Group One Trading
117
Group One Trading
Illinois
$98K +$101K +2,282 New
WJA
118
Williams Jones & Associates
New York
$65K -$781K -17,590 -92%
WCM
119
Windsor Capital Management
Arizona
$65K
BPBT
120
Boston Private Bank & Trust
Massachusetts
$59K
WA
121
Waverly Advisors
Alabama
$47K +$48.9K +1,100 New
AA
122
Apriem Advisors
California
$43K
KPCM
123
Kings Point Capital Management
New York
$43K
SF
124
Synovus Financial
Georgia
$43K
Bank of Montreal
125
Bank of Montreal
Ontario, Canada
$43K +$44.4K +999 +99,900%

APU Hedge Fund Activity: Q3 2013 in Review

150 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in AmeriGas Partners, L.P. (APU) for Q3 2013, worth a combined $558M — up 16% from $481M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new APU positions and 8 closed out — a net gain of 13 holders — while 63 added to existing stakes and 27 trimmed.

The largest buyer was Neuberger Berman Group, opening a new position worth an estimated $41.4M. The largest seller was Northstar Investment Advisors, cutting an estimated $2.42M.

  • 150 institutional investors held AmeriGas Partners, L.P. (APU) as of Q3 2013, up from 138 in Q2 2013.
  • Funds reported $558M of AmeriGas Partners, L.P. stock for Q3 2013, up 16% quarter-over-quarter.
  • 21 funds opened new AmeriGas Partners, L.P. positions in Q3 2013 and 8 closed out, a net change of +13 holders.
  • The largest AmeriGas Partners, L.P. buyer in Q3 2013 was Neuberger Berman Group, an estimated $41.4M added.
  • The largest AmeriGas Partners, L.P. seller in Q3 2013 was Northstar Investment Advisors, an estimated $2.42M sold.

Based on aggregated 13F filings for Q3 2013.