AmeriGas Partners, L.P.
APU
APU was delisted on the 21st of August, 2019.
170 hedge funds and large institutions have $733M invested in AmeriGas Partners, L.P. in 2014 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 74 increasing their positions, 30 reducing their positions, and 18 closing their positions.
147% more repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 30
78% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 18
31% more capital invested
Capital invested by funds: $560M → $733M (+$172M)
9% more funds holding
Funds holding: 156 → 170 (+14)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
16% less call options, than puts
Call options by funds: $7.48M | Put options by funds: $8.92M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$45.6M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$37.4M |
| 3 |
ClearBridge Investments
New York
|
+$30.2M |
| 4 |
Citigroup
New York
|
+$18.2M |
| 5 |
WJA
Williams Jones & Associates
New York
|
+$11.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IMS
Index Management Solutions
Philadelphia,
Pennsylvania
|
-$9.93M |
| 2 |
Neuberger Berman Group
New York
|
-$1.43M |
| 3 |
SG Americas Securities
New York
|
-$1.03M |
| 4 |
KFC
Klingenstein Fields & Co
New York
|
-$740K |
| 5 |
AIP
ARS Investment Partners
New York
|
-$584K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WCM
176
Windsor Capital Management
Phoenix,
Arizona
| – | -$87K | -1,955 | Closed |
|
|
WA
177
Waverly Advisors
Birmingham,
Alabama
| – | -$49K | -1,100 | Closed |
|
|
PTCG
178
Pring Turner Capital Group
Alamo,
California
| – | -$24K | -540 | Closed |
|
|
HPBT
179
High Point Bank & Trust
High Point,
North Carolina
| – | -$22K | -500 | Closed |
|
|
CG
180
Colony Group
Boston,
Massachusetts
| – | -$18K | -400 | Closed |
|
|
HRIA
181
Haberer Registered Investment Advisor
Cincinnati,
Ohio
| – | -$18K | -400 | Closed |
|
182
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$17K | -375 | Closed |
|
|
SSB
183
Sandy Spring Bank
Olney,
Maryland
| – | -$13K | -300 | Closed |
|
|
RIA
184
Regal Investment Advisors
Kentwood,
Michigan
| – | -$12K | -272 | Closed |
|
|
EWM
185
Elite Wealth Management
Kirkland,
Washington
| – | -$4K | -100 | Closed |
|
|
EU
186
Emory University
Atlanta,
Georgia
| – | -$4K | -100 | Closed |
|
|
ITIM
187
Indiana Trust & Investment Management
Mishawaka,
Indiana
| – | -$4K | -100 | Closed |
|
|
SMA
188
Simply Money Advisors
Cincinnati,
Ohio
| – | -$4K | -100 | Closed |
|
APU Hedge Fund Activity: Q1 2014 in Review
170 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in AmeriGas Partners, L.P. (APU) for Q1 2014, worth a combined $733M — up 31% from $560M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new APU positions and 18 closed out — a net gain of 14 holders — while 74 added to existing stakes and 30 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $45.6M. The largest seller was Index Management Solutions, exiting entirely with an estimated $9.93M sold.
- 170 institutional investors held AmeriGas Partners, L.P. (APU) as of Q1 2014, up from 156 in Q4 2013.
- Funds reported $733M of AmeriGas Partners, L.P. stock for Q1 2014, up 31% quarter-over-quarter.
- 32 funds opened new AmeriGas Partners, L.P. positions in Q1 2014 and 18 closed out, a net change of +14 holders.
- The largest AmeriGas Partners, L.P. buyer in Q1 2014 was JP Morgan Chase, an estimated $45.6M added.
- The largest AmeriGas Partners, L.P. seller in Q1 2014 was Index Management Solutions, an estimated $9.93M sold.
Based on aggregated 13F filings for Q1 2014.