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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
EIP
1
Energy Income Partners
Connecticut
$99.3M +$1.6M +36,823 +2%
O
2
OppenheimerFunds
New York
$70.4M +$14.1M +323,441 +26%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$40.7M -$876K -20,125 -2%
CNB
4
City National Bank
California
$36.1M +$2.19M +50,329 +7%
RRAM
5
River Road Asset Management
Kentucky
$34M +$3.74M +86,058 +13%
ClearBridge Investments
6
ClearBridge Investments
New York
$27.9M +$870K +20,000 +3%
CS
7
Credit Suisse
Switzerland
$19.2M +$925K +21,251 +5%
U
8
UBS
Switzerland
$16.2M +$696 +16 +0%
MHI
9
Miller Howard Investments
New York
$15.9M +$789K +18,129 +5%
Morgan Stanley
10
Morgan Stanley
New York
$14.9M +$307K +7,064 +2%
IMS
11
Index Management Solutions
Pennsylvania
$9.93M +$9.7M +222,878 New
PWM
12
ParenteBeard Wealth Management
Pennsylvania
$9.29M -$31.3K -720 -0.3%
Bank of America
13
Bank of America
North Carolina
$8.44M +$184K +4,222 +2%
AIP
14
ARS Investment Partners
New York
$7.92M -$379K -8,700 -5%
OC
15
Oppenheimer & Co
New York
$7.64M +$732K +16,816 +11%
RJA
16
Raymond James & Associates
Florida
$7.41M +$511K +11,743 +8%
California Public Employees Retirement System
17
California Public Employees Retirement System
California
$6.68M +$113K +2,600 +2%
JP Morgan Chase
18
JP Morgan Chase
New York
$6.67M -$10.7M -245,436 -62%
ADMI
19
Albert D. Mason Inc
Massachusetts
$6.13M -$1.09K -25 -0%
Goldman Sachs
20
Goldman Sachs
New York
$5.51M +$4.53M +104,207 +533%
MIS
21
Morningstar Investment Services
Illinois
$5.43M +$282K +6,490 +6%
1IC
22
1919 Investment Counsel
Maryland
$4.98M +$348 +8 +0%
EIA
23
Edgemoor Investment Advisors
Maryland
$4.57M +$648K +14,895 +17%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$3.95M -$184K -4,225 -5%
Wells Fargo
25
Wells Fargo
California
$3.88M +$627K +14,412 +20%

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.