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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
ITIM
151
Indiana Trust & Investment Management
Indiana
$4K
CBT
152
Central Bank & Trust
Kentucky
$4K +$4.35K +100 New
EWM
153
Elite Wealth Management
Washington
$4K +$4.35K +100 New
SMA
154
Simply Money Advisors
Ohio
$4K +$4.35K +100 New
JFA
155
JNBA Financial Advisors
Minnesota
$1K
Manulife (Manufacturers Life Insurance)
156
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$117 -$8.09K -186 -7%
First Trust Advisors
157
First Trust Advisors
Illinois
-$44.2M -1,026,899 Closed
HHAM
158
HITE Hedge Asset Management
Massachusetts
-$2.34M -54,414 Closed
Susquehanna International Group
159
Susquehanna International Group
Pennsylvania
-$479K -11,000 Closed
Comerica Bank
160
Comerica Bank
Texas
-$463K -10,748 Closed
GLA
161
Great Lakes Advisors
Illinois
-$336K -7,800 Closed
SB
162
Suntrust Banks
Georgia
-$320K -7,440 Closed
WS
163
Wedbush Securities
California
-$283K -6,567 Closed
FAAS
164
First Allied Advisory Services
California
-$248K -5,835 Closed
PAA
165
Peregrine Asset Advisers
Oregon
-$245K -5,700 Closed
WSTAM
166
Wilbanks Smith & Thomas Asset Management
Virginia
-$213K -4,941 Closed
BRWA
167
B. Riley Wealth Advisors
Florida
-$116K -2,700 Closed
PP
168
Palladium Partners
Virginia
-$104K -2,425 Closed
FANJ
169
Financial Architects (New Jersey)
New Jersey
-$39K -900 Closed
Northwestern Mutual Wealth Management
170
Northwestern Mutual Wealth Management
Wisconsin
-$30K -700 Closed
PSI
171
Pinnacle Summer Investments
Virginia
-$13K -300 Closed
BIM
172
Bridgecreek Investment Management
Oklahoma
-$11K -265 Closed
PFO
173
Pathstone Family Office
New Jersey
-$9K -220 Closed
KCPG
174
Kavar Capital Partners Group
Kansas
+$44 +1 New

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.