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APU

AmeriGas Partners, L.P.
APU

Delisted

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

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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: 138 → 150 (+12)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (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

Top Buyers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
+$41.4M
2
O
OppenheimerFunds
New York
+$32.3M
3
ClearBridge Investments
ClearBridge Investments
New York
+$24.4M
4
Morgan Stanley
Morgan Stanley
New York
+$7.52M
5
RRAM
River Road Asset Management
Kentucky
+$7.4M

Top Sellers

Rank Fund Capital Flow
1
NIA
Northstar Investment Advisors
Colorado
-$2.42M
2
KFC
Klingenstein Fields & Co
New York
-$1.9M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.1M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$836K
5
WJA
Williams Jones & Associates
New York
-$781K
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
126
Invesco
Georgia
$39K -$10.2K -230 -20%
FANJ
127
Financial Architects (New Jersey)
New Jersey
$39K -$6.26K -141 -14%
BAM
128
Barrett Asset Management
New York
$39K – – –
CFS
129
Community Financial System
New York
$34K – – –
GGPS
130
Gary Goldberg Planning Services
New York
$34K – – –
OSNBOA
131
Old Second National Bank of Aurora
Illinois
$32K – – –
Northwestern Mutual Wealth Management
132
Northwestern Mutual Wealth Management
Wisconsin
$30K +$31.1K +700 New
M&T Bank
133
M&T Bank
New York
$26K – – –
HPBT
134
High Point Bank & Trust
North Carolina
$22K – – –
OIA
135
Optimum Investment Advisors
Illinois
$22K +$22.2K +500 New
HRIA
136
Haberer Registered Investment Advisor
Ohio
$17K – – –
ARMC
137
American Research & Management Company
Massachusetts
$13K – – –
PSI
138
Pinnacle Summer Investments
Virginia
$13K – – –
SSB
139
Sandy Spring Bank
Maryland
$13K – – –
TCOV
140
Trust Company of Vermont
Vermont
$13K – – –
MWP
141
MYCIO Wealth Partners
Pennsylvania
$11K – – –
BIM
142
Bridgecreek Investment Management
Oklahoma
$11K +$11.8K +265 New
PFO
143
Pathstone Family Office
New Jersey
$9K – – –
PAS
144
Partnervest Advisory Services
California
$9K +$888 +20 +10%
ACM
145
Antonetti Capital Management
Florida
$8K – – –
FBT
146
Founders Bank & Trust
Michigan
$7K -$2K -45 -21%
EU
147
Emory University
Georgia
$4K – – –
ITIM
148
Indiana Trust & Investment Management
Indiana
$4K +$4.44K +100 New
JFA
149
JNBA Financial Advisors
Minnesota
$1K +$1.11K +25 +357%
Manulife (Manufacturers Life Insurance)
150
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$121 +$4K +90 +3%
3 4 5
6
7

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.