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APU

AmeriGas Partners, L.P.
APU

Delisted

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

205 hedge funds and large institutions have $1.17B invested in AmeriGas Partners, L.P. in 2014 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 71 increasing their positions, 45 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 9

141% more call options, than puts

Call options by funds: $7.61M | Put options by funds: $3.16M

58% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 45

12% more funds holding

Funds holding: 183205 (+22)

8% more capital invested

Capital invested by funds: $1.08B → $1.17B (+$90.6M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
205
Holders Change
+22
Holders Change %
+12.02%
% of All Funds
5.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
35
Increased
71
Reduced
45
Closed
9
Calls
$7.61M
Puts
$3.16M
Net Calls
+$4.45M
Net Calls Change
+$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
EIP
1
Energy Income Partners
Connecticut
$167M +$16.5M +357,603 +11%
O
2
OppenheimerFunds
New York
$114M +$5.41M +117,071 +5%
JP Morgan Chase
3
JP Morgan Chase
New York
$66.4M +$4.69M +101,417 +8%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$64.3M +$1.24M +26,910 +2%
Goldman Sachs
5
Goldman Sachs
New York
$54.6M +$31.7M +686,019 +152%
CNB
6
City National Bank
California
$49.2M +$1.35M +29,289 +3%
CIBC Private Wealth Group
7
CIBC Private Wealth Group
Georgia
$45.5M +$8.84M +191,292 +25%
ClearBridge Investments
8
ClearBridge Investments
New York
$41.7M -$21.2M -459,010 -35%
RRAM
9
River Road Asset Management
Kentucky
$36M -$2.85M -61,749 -8%
CS
10
Credit Suisse
Switzerland
$22.9M -$4.56M -98,608 -17%
HFA
11
Harvest Fund Advisors
Pennsylvania
$22.3M +$21.5M +465,731 New
Deutsche Bank
12
Deutsche Bank
Germany
$20.9M -$3.77M -81,618 -16%
UBS Group
13
UBS Group
Switzerland
$20.6M +$19.9M +430,423 New
Renaissance Technologies
14
Renaissance Technologies
New York
$20.4M -$3.51M -76,000 -15%
MHI
15
Miller Howard Investments
New York
$20.4M +$730K +15,798 +4%
Morgan Stanley
16
Morgan Stanley
New York
$20.3M -$10.2M -219,656 -34%
DPIM
17
Duff & Phelps Investment Management
Illinois
$18.4M +$8.55M +185,000 +93%
BTS
18
BB&T Securities
Virginia
$18.1M -$357K -7,728 -17%
Citigroup
19
Citigroup
New York
$16.4M +$9.11M +197,184 +136%
RJA
20
Raymond James & Associates
Florida
$14.2M +$437K +9,456 +3%
IMS
21
Index Management Solutions
Pennsylvania
$14.1M +$502K +10,865 +4%
WJA
22
Williams Jones & Associates
New York
$12M +$6.56M +142,035 +132%
IG
23
ING Group
Netherlands
$11M +$10.6M +230,000 New
Wells Fargo
24
Wells Fargo
California
$10.7M +$275K +5,947 +3%
OC
25
Oppenheimer & Co
New York
$10.3M +$1.72M +37,310 +21%

APU Hedge Fund Activity: Q4 2014 in Review

205 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in AmeriGas Partners, L.P. (APU) for Q4 2014, worth a combined $1.17B — up 8.4% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new APU positions and 9 closed out — a net gain of 26 holders — while 71 added to existing stakes and 45 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $31.7M. The largest seller was Kayne Anderson Capital Advisors, exiting entirely with an estimated $22.4M sold.

  • 205 institutional investors held AmeriGas Partners, L.P. (APU) as of Q4 2014, up from 183 in Q3 2014.
  • Funds reported $1.17B of AmeriGas Partners, L.P. stock for Q4 2014, up 8.4% quarter-over-quarter.
  • 35 funds opened new AmeriGas Partners, L.P. positions in Q4 2014 and 9 closed out, a net change of +26 holders.
  • The largest AmeriGas Partners, L.P. buyer in Q4 2014 was Goldman Sachs, an estimated $31.7M added.
  • The largest AmeriGas Partners, L.P. seller in Q4 2014 was Kayne Anderson Capital Advisors, an estimated $22.4M sold.

Based on aggregated 13F filings for Q4 2014.