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APU

AmeriGas Partners, L.P.
APU

Delisted

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.

New
Increased
Maintained
Reduced
Closed

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: 156170 (+14)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

16% less call options, than puts

Call options by funds: $7.48M | Put options by funds: $8.92M

Holders
170
Holders Change
+14
Holders Change %
+8.97%
% of All Funds
4.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
74
Reduced
30
Closed
18
Calls
$7.48M
Puts
$8.92M
Net Calls
-$1.44M
Net Calls Change
-$2.01M
Name Holding Trade Value Shares
Change
Change in
Stake
EIP
1
Energy Income Partners
Connecticut
$99.5M +$5.36M +126,095 +6%
O
2
OppenheimerFunds
New York
$68.1M +$1.37M +32,170 +2%
ClearBridge Investments
3
ClearBridge Investments
New York
$56.4M +$30.2M +709,700 +114%
JP Morgan Chase
4
JP Morgan Chase
New York
$51.6M +$45.6M +1,071,856 +716%
CNB
5
City National Bank
California
$37.2M +$3.02M +70,984 +9%
First Trust Advisors
6
First Trust Advisors
Illinois
$37.2M +$37.4M +879,374 New
Neuberger Berman Group
7
Neuberger Berman Group
New York
$37.2M -$1.43M -33,695 -4%
RRAM
8
River Road Asset Management
Kentucky
$32.5M +$213K +5,015 +0.7%
CS
9
Credit Suisse
Switzerland
$21.4M +$3.24M +76,238 +18%
Morgan Stanley
10
Morgan Stanley
New York
$20.8M +$6.69M +157,418 +47%
U
11
UBS
Switzerland
$19.7M +$4.32M +101,714 +28%
Citigroup
12
Citigroup
New York
$18.4M +$18.2M +427,211 +5,455%
MHI
13
Miller Howard Investments
New York
$16M +$905K +21,282 +6%
Goldman Sachs
14
Goldman Sachs
New York
$15.3M +$10.1M +237,299 +192%
WJA
15
Williams Jones & Associates
New York
$11.3M +$11.3M +264,765 +9,972%
SCA
16
Salient Capital Advisors
Texas
$10.4M +$7.15M +168,127 +217%
PWM
17
ParenteBeard Wealth Management
Pennsylvania
$8.85M +$35.9K +845 +0.4%
VCAM
18
Valentine Capital Asset Management
California
$8.5M +$5.19M +122,206 +155%
Bank of America
19
Bank of America
North Carolina
$8.17M +$167K +3,918 +2%
Wells Fargo
20
Wells Fargo
California
$7.79M +$4.14M +97,386 +112%
OC
21
Oppenheimer & Co
New York
$7.35M +$109K +2,556 +1%
RJA
22
Raymond James & Associates
Florida
$7.33M +$310K +7,295 +4%
AIP
23
ARS Investment Partners
New York
$6.93M -$584K -13,747 -8%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$6.61M -$29.8K -700 -0.5%
ADMI
25
Albert D. Mason Inc
Massachusetts
$5.81M

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.