We are live on ! Find out more
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
ACS
151
Archford Capital Strategies
Illinois
$73.2K +$21.7K +476 +42%
NSIM
152
North Star Investment Management
Illinois
$56K
AA
153
Apriem Advisors
California
$45K
KPCM
154
Kings Point Capital Management
New York
$45K
WTB
155
Washington Trust Bank
Washington
$43K
PAS
156
Partnervest Advisory Services
California
$43K +$32.3K +709 +308%
WA
157
Waverly Advisors
Alabama
$42K +$41.9K +918 New
NES
158
New England Securities
New York
$37K +$22.6K +495 +160%
Schroder Investment Management Group
159
Schroder Investment Management Group
United Kingdom
$36.3K +$36.5K +800 New
BAM
160
Barrett Asset Management
New York
$36K
CFS
161
Community Financial System
New York
$36K
GGPS
162
Gary Goldberg Planning Services
New York
$36K
OSNBOA
163
Old Second National Bank of Aurora
Illinois
$34K
TRCT
164
Tower Research Capital (TRC)
New York
$34K +$33.2K +728 +3,165%
M&T Bank
165
M&T Bank
New York
$28K
JWA
166
JFS Wealth Advisors
Pennsylvania
$27K +$27.4K +600 New
WEC
167
Winslow Evans & Crocker
Massachusetts
$25.1K
HI
168
Hudock Inc
Pennsylvania
$23K
BPBT
169
Boston Private Bank & Trust
Massachusetts
$22K
PSUF
170
People's United Financial
Connecticut
$22K
BCM
171
Blume Capital Management
California
$18K
BRWA
172
B. Riley Wealth Advisors
Florida
$17.1K -$125K -2,750 -88%
ARMC
173
American Research & Management Company
Massachusetts
$14K
TCOV
174
Trust Company of Vermont
Vermont
$14K
CA
175
Cumberland Advisors
Florida
$14K +$13.7K +300 New

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.