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
EIP
1
Energy Income Partners
Connecticut
$135M +$28.8M +631,039 +27%
O
2
OppenheimerFunds
New York
$93.1M +$20.1M +440,580 +27%
ClearBridge Investments
3
ClearBridge Investments
New York
$60.6M
Citigroup
4
Citigroup
New York
$59.9M +$40.3M +883,739 +203%
JP Morgan Chase
5
JP Morgan Chase
New York
$51.2M -$4.3M -94,154 -8%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$47.2M +$7.28M +159,575 +18%
CNB
7
City National Bank
California
$42.9M +$2.96M +64,842 +7%
RRAM
8
River Road Asset Management
Kentucky
$35.1M +$195K +4,265 +0.6%
Morgan Stanley
9
Morgan Stanley
New York
$32.9M +$10.7M +234,229 +48%
U
10
UBS
Switzerland
$28.4M +$7.32M +160,459 +34%
CS
11
Credit Suisse
Switzerland
$28M +$4.96M +108,734 +21%
KACA
12
Kayne Anderson Capital Advisors
California
$22.2M +$22.4M +490,000 New
Goldman Sachs
13
Goldman Sachs
New York
$21.9M +$5.57M +122,023 +34%
CIBC Private Wealth Group
14
CIBC Private Wealth Group
Georgia
$19.7M +$19.8M +434,249 New
MHI
15
Miller Howard Investments
New York
$18.3M +$1.12M +24,586 +7%
AR
16
Advisory Research
Illinois
$13.4M +$12.5M +274,500 +1,373%
IMS
17
Index Management Solutions
Pennsylvania
$11.8M +$11.9M +260,989 New
Wells Fargo
18
Wells Fargo
California
$9.57M +$1.21M +26,507 +14%
VCAM
19
Valentine Capital Asset Management
California
$9.44M +$300K +6,586 +3%
PWM
20
ParenteBeard Wealth Management
Pennsylvania
$9.24M -$269K -5,905 -3%
OC
21
Oppenheimer & Co
New York
$9.04M +$1.15M +25,240 +15%
RJA
22
Raymond James & Associates
Florida
$8.27M +$395K +8,652 +5%
Bank of America
23
Bank of America
North Carolina
$8.1M -$677K -14,835 -8%
Cohen & Steers
24
Cohen & Steers
New York
$7.74M +$7.78M +170,590 New
AIP
25
ARS Investment Partners
New York
$7.23M -$214K -4,680 -3%

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.