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APU

AmeriGas Partners, L.P.
APU

Delisted

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

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: 138150 (+12)

0% more funds holding in top 10

Funds holding in top 10: 22 (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
Name Holding Trade Value Shares
Change
Change in
Stake
EIP
1
Energy Income Partners
Connecticut
$94.4M +$3.81M +85,833 +4%
O
2
OppenheimerFunds
New York
$54.1M +$32.3M +727,211 +138%
First Trust Advisors
3
First Trust Advisors
Illinois
$44.2M +$1.1M +24,864 +2%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$40.2M +$41.4M +933,150 New
CNB
5
City National Bank
California
$32.7M +$3.09M +69,669 +10%
RRAM
6
River Road Asset Management
Kentucky
$29.2M +$7.4M +166,655 +33%
ClearBridge Investments
7
ClearBridge Investments
New York
$26.1M +$24.4M +549,160 +981%
CS
8
Credit Suisse
Switzerland
$17.6M +$74.2K +1,671 +0.4%
JP Morgan Chase
9
JP Morgan Chase
New York
$17M +$3.07M +69,047 +21%
U
10
UBS
Switzerland
$15.7M +$971K +21,854 +6%
MHI
11
Miller Howard Investments
New York
$14.6M +$1.36M +30,573 +10%
Morgan Stanley
12
Morgan Stanley
New York
$14.1M +$7.52M +169,205 +107%
PWM
13
ParenteBeard Wealth Management
Pennsylvania
$9.01M -$72K -1,621 -0.8%
AIP
14
ARS Investment Partners
New York
$8.03M -$146K -3,283 -2%
Bank of America
15
Bank of America
North Carolina
$7.97M +$166K +3,731 +2%
OC
16
Oppenheimer & Co
New York
$6.66M +$362K +8,155 +6%
RJA
17
Raymond James & Associates
Florida
$6.66M +$472K +10,635 +7%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$6.39M +$69.3K +1,561 +1%
ADMI
19
Albert D. Mason Inc
Massachusetts
$5.92M +$956K +21,525 +19%
MIS
20
Morningstar Investment Services
Illinois
$4.96M +$487K +10,955 +10%
1IC
21
1919 Investment Counsel
Maryland
$4.81M +$355 +8 +0%
SCA
22
Salient Capital Advisors
Texas
$4.23M +$4.36M +98,249 New
Bank of New York Mellon
23
Bank of New York Mellon
New York
$4M -$1.1M -24,801 -21%
EIA
24
Edgemoor Investment Advisors
Maryland
$3.77M +$1.58M +35,470 +68%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$3.75M +$66.8K +1,503 +2%

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.