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APU

AmeriGas Partners, L.P.
APU

Delisted

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

185 hedge funds and large institutions have $979M invested in AmeriGas Partners, L.P. in 2014 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 71 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

100% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 15

97% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 36

34% more capital invested

Capital invested by funds: $733M → $979M (+$246M)

9% more funds holding

Funds holding: 170185 (+15)

59% less call options, than puts

Call options by funds: $5.03M | Put options by funds: $12.2M

Holders
185
Holders Change
+15
Holders Change %
+8.82%
% of All Funds
5.32%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
30
Increased
71
Reduced
36
Closed
15
Calls
$5.03M
Puts
$12.2M
Net Calls
-$7.18M
Net Calls Change
-$5.74M
Name Holding Trade Value Shares
Change
Change in
Stake
HIM
126
Hillsdale Investment Management
Ontario, Canada
$236K
VFS
127
VSR Financial Services
Kansas
$233K +$14.8K +325 +7%
HBWM
128
Hollow Brook Wealth Management
New York
$227K +$228K +5,000 New
HNB
129
Huntington National Bank
Ohio
$216K -$1.14K -25 -0.5%
NGA
130
Naples Global Advisors
Florida
$207K +$208K +4,550 New
CIA
131
Choate Investment Advisors
Massachusetts
$204K +$205K +4,500 New
PIM
132
Parasol Investment Management
Illinois
$201K +$192K +4,200 +1,909%
AllianceBernstein
133
AllianceBernstein
Tennessee
$183K
WA
134
WFG Advisors
Texas
$172K +$39.4K +864 +30%
MFS
135
MSI Financial Services
Massachusetts
$169K
KTC
136
Kistler-Tiffany Companies
Pennsylvania
$166K +$2.05K +45 +1%
FCCM
137
First City Capital Management
Georgia
$163K
Ameriprise
138
Ameriprise
Minnesota
$160K -$4.38K -96 -3%
Bessemer Group
139
Bessemer Group
New Jersey
$160K
LFR
140
Lehman Financial Resources
Pennsylvania
$144K -$41.1K -900 -22%
MBT
141
Monroe Bank & Trust
Michigan
$127K
Manulife (Manufacturers Life Insurance)
142
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$122K -$5.47K -120 -4%
NFG
143
Next Financial Group
Texas
$119K +$122K +2,675 New
CAM
144
Columbia Asset Management
Michigan
$118K -$792K -17,350 -62%
JIC
145
Joel Isaacson & Co
New York
$115K
CFA
146
Carroll Financial Associates
North Carolina
$107K +$107K +2,350 New
SF
147
Synovus Financial
Georgia
$100K
DADC
148
D.A. Davidson & Co
Montana
$98K +$5.75K +126 +6%
GT
149
Glenmede Trust
Pennsylvania
$78K
AWM
150
Avior Wealth Management
Nebraska
$77K

APU Hedge Fund Activity: Q2 2014 in Review

185 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in AmeriGas Partners, L.P. (APU) for Q2 2014, worth a combined $979M — up 34% from $733M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new APU positions and 15 closed out — a net gain of 15 holders — while 71 added to existing stakes and 36 trimmed.

The largest buyer was Citigroup, adding an estimated $40.3M. The largest seller was First Trust Advisors, exiting entirely with an estimated $37.2M sold.

  • 185 institutional investors held AmeriGas Partners, L.P. (APU) as of Q2 2014, up from 170 in Q1 2014.
  • Funds reported $979M of AmeriGas Partners, L.P. stock for Q2 2014, up 34% quarter-over-quarter.
  • 30 funds opened new AmeriGas Partners, L.P. positions in Q2 2014 and 15 closed out, a net change of +15 holders.
  • The largest AmeriGas Partners, L.P. buyer in Q2 2014 was Citigroup, an estimated $40.3M added.
  • The largest AmeriGas Partners, L.P. seller in Q2 2014 was First Trust Advisors, an estimated $37.2M sold.

Based on aggregated 13F filings for Q2 2014.