We are live on ! Find out more
APU

AmeriGas Partners, L.P.
APU

Delisted

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

183 hedge funds and large institutions have $1.08B invested in AmeriGas Partners, L.P. in 2014 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 81 increasing their positions, 42 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 42

10% more capital invested

Capital invested by funds: $979M → $1.08B (+$96.1M)

1% less funds holding

Funds holding: 185183 (-2)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

51% less call options, than puts

Call options by funds: $5.61M | Put options by funds: $11.5M

Holders
183
Holders Change
-2
Holders Change %
-1.08%
% of All Funds
5.31%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
13
Increased
81
Reduced
42
Closed
15
Calls
$5.61M
Puts
$11.5M
Net Calls
-$5.91M
Net Calls Change
+$1.27M
Name Holding Trade Value Shares
Change
Change in
Stake
EIP
1
Energy Income Partners
Connecticut
$143M +$6.56M +144,046 +5%
O
2
OppenheimerFunds
New York
$103M +$9.43M +207,080 +10%
ClearBridge Investments
3
ClearBridge Investments
New York
$60.7M -$228K -5,000 -0.4%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$60M +$12.6M +276,000 +27%
JP Morgan Chase
5
JP Morgan Chase
New York
$58.6M +$7.13M +156,510 +14%
CNB
6
City National Bank
California
$45.5M +$2.39M +52,484 +6%
RRAM
7
River Road Asset Management
Kentucky
$37.1M +$1.82M +39,882 +5%
U
8
UBS
Switzerland
$36M +$7.44M +163,283 +26%
CIBC Private Wealth Group
9
CIBC Private Wealth Group
Georgia
$34.6M +$14.7M +323,328 +74%
Morgan Stanley
10
Morgan Stanley
New York
$29.4M -$3.71M -81,475 -11%
CS
11
Credit Suisse
Switzerland
$26.3M -$1.82M -39,893 -6%
Deutsche Bank
12
Deutsche Bank
Germany
$23.6M +$16.6M +365,336 +241%
Renaissance Technologies
13
Renaissance Technologies
New York
$22.9M +$16.6M +364,500 +264%
KACA
14
Kayne Anderson Capital Advisors
California
$22.4M
BTS
15
BB&T Securities
Virginia
$20.7M +$1.35M +29,637 +188%
Goldman Sachs
16
Goldman Sachs
New York
$20.7M -$1.38M -30,247 -6%
GC
17
Guggenheim Capital
Illinois
$18.9M +$14.9M +326,875 +372%
MHI
18
Miller Howard Investments
New York
$18.7M +$297K +6,512 +2%
RJA
19
Raymond James & Associates
Florida
$13.1M +$4.74M +104,068 +57%
IMS
20
Index Management Solutions
Pennsylvania
$13M +$1.07M +23,409 +9%
AR
21
Advisory Research
Illinois
$12.1M -$1.37M -30,000 -10%
Wells Fargo
22
Wells Fargo
California
$9.88M +$258K +5,666 +3%
PWM
23
ParenteBeard Wealth Management
Pennsylvania
$9.23M -$53.3K -1,170 -0.6%
DPIM
24
Duff & Phelps Investment Management
Illinois
$9.12M +$9.11M +200,000 New
Bank of America
25
Bank of America
North Carolina
$8.99M +$844K +18,537 +10%

APU Hedge Fund Activity: Q3 2014 in Review

183 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in AmeriGas Partners, L.P. (APU) for Q3 2014, worth a combined $1.08B — up 9.8% from $979M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of APU and 13 opened new positions — a net loss of 2 holders — while 42 trimmed existing stakes and 81 added.

The largest buyer was Deutsche Bank, adding an estimated $16.6M. The largest seller was Citigroup, cutting an estimated $53.5M.

  • 183 institutional investors held AmeriGas Partners, L.P. (APU) as of Q3 2014, down from 185 in Q2 2014.
  • Funds reported $1.08B of AmeriGas Partners, L.P. stock for Q3 2014, up 9.8% quarter-over-quarter.
  • 13 funds opened new AmeriGas Partners, L.P. positions in Q3 2014 and 15 closed out, a net change of -2 holders.
  • The largest AmeriGas Partners, L.P. buyer in Q3 2014 was Deutsche Bank, an estimated $16.6M added.
  • The largest AmeriGas Partners, L.P. seller in Q3 2014 was Citigroup, an estimated $53.5M sold.

Based on aggregated 13F filings for Q3 2014.