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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
Group One Trading
101
Group One Trading
Illinois
$165K +$61.7K +1,418 +62%
KTC
102
Kistler-Tiffany Companies
Pennsylvania
$159K +$1.96K +45 +1%
Bessemer Group
103
Bessemer Group
New Jersey
$158K
Invesco
104
Invesco
Georgia
$151K +$109K +2,500 +279%
Ameriprise
105
Ameriprise
Minnesota
$142K +$305 +7 +0.2%
LFR
106
Lehman Financial Resources
Pennsylvania
$138K
WA
107
WFG Advisors
Texas
$136K -$783 -18 -0.6%
MFS
108
MSI Financial Services
Massachusetts
$128K +$7.75K +178 +7%
WJA
109
Williams Jones & Associates
New York
$118K +$49.4K +1,135 +75%
JIC
110
Joel Isaacson & Co
New York
$113K
CFA
111
Camarda Financial Advisors
Florida
$98K +$95.5K +2,195 New
WCM
112
Windsor Capital Management
Arizona
$87K +$19.8K +455 +30%
GT
113
Glenmede Trust
Pennsylvania
$77K -$56.6K -1,300 -43%
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$76K +$30.5K +700 +70%
SF
115
Synovus Financial
Georgia
$52K +$8.7K +200 +20%
DADC
116
D.A. Davidson & Co
Montana
$50K +$49.5K +1,137 New
WA
117
Waverly Advisors
Alabama
$49K
BPBT
118
Boston Private Bank & Trust
Massachusetts
$46K -$14.9K -343 -25%
AA
119
Apriem Advisors
California
$45K
KPCM
120
Kings Point Capital Management
New York
$45K
CAM
121
Columbia Asset Management
Michigan
$45K +$43.5K +1,000 New
EWM
122
Evercore Wealth Management
New York
$45K +$43.5K +1,000 New
TAM
123
Tocqueville Asset Management
New York
$45K +$43.5K +1,000 New
BAM
124
Barrett Asset Management
New York
$36K -$4.35K -100 -11%
CFS
125
Community Financial System
New York
$36K

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.