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APU

AmeriGas Partners, L.P.
APU

Delisted

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

210 hedge funds and large institutions have $1.18B invested in AmeriGas Partners, L.P. in 2015 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 77 increasing their positions, 54 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

77% more call options, than puts

Call options by funds: $5.57M | Put options by funds: $3.14M

56% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 18

43% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 54

2% more funds holding

Funds holding: 205210 (+5)

1% more capital invested

Capital invested by funds: $1.17B → $1.18B (+$16.9M)

Holders
210
Holders Change
+5
Holders Change %
+2.44%
% of All Funds
5.6%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
28
Increased
77
Reduced
54
Closed
18
Calls
$5.57M
Puts
$3.14M
Net Calls
+$2.43M
Net Calls Change
-$2.02M
Name Holding Trade Value Shares
Change
Change in
Stake
O
1
OppenheimerFunds
New York
$180M +$68.9M +1,391,773 +59%
EIP
2
Energy Income Partners
Connecticut
$173M +$6.52M +131,779 +4%
Goldman Sachs
3
Goldman Sachs
New York
$76.7M +$23.1M +466,858 +41%
JP Morgan Chase
4
JP Morgan Chase
New York
$60.4M -$5.97M -120,510 -9%
CNB
5
City National Bank
California
$55.3M +$6.46M +130,417 +13%
CIBC Private Wealth Group
6
CIBC Private Wealth Group
Georgia
$46.3M +$1.08M +21,820 +2%
ClearBridge Investments
7
ClearBridge Investments
New York
$41.6M
RRAM
8
River Road Asset Management
Kentucky
$39.9M +$4.23M +85,358 +11%
MHI
9
Miller Howard Investments
New York
$28.9M +$8.89M +179,606 +42%
Neuberger Berman Group
10
Neuberger Berman Group
New York
$27.3M -$38.1M -770,460 -57%
HFA
11
Harvest Fund Advisors
Pennsylvania
$25.8M +$3.74M +75,554 +16%
UBS Group
12
UBS Group
Switzerland
$21.2M +$679K +13,717 +3%
Morgan Stanley
13
Morgan Stanley
New York
$20.2M -$8.46K -171 -0%
CS
14
Credit Suisse
Switzerland
$19.7M -$3.21M -64,770 -14%
DPIM
15
Duff & Phelps Investment Management
Illinois
$18.9M +$495K +10,000 +3%
BTS
16
BB&T Securities
Virginia
$16.8M -$129K -2,608 -7%
RJA
17
Raymond James & Associates
Florida
$14.8M +$688K +13,907 +5%
WJA
18
Williams Jones & Associates
New York
$13.5M +$1.68M +33,875 +14%
Wells Fargo
19
Wells Fargo
California
$11M +$432K +8,727 +4%
OC
20
Oppenheimer & Co
New York
$11M +$827K +16,705 +8%
Bank of America
21
Bank of America
North Carolina
$10.8M +$1.38M +27,854 +14%
COPPSERS
22
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$10.3M +$337K +6,807 +3%
Citigroup
23
Citigroup
New York
$10.2M -$6.34M -128,109 -37%
Deutsche Bank
24
Deutsche Bank
Germany
$10.2M -$11M -221,391 -51%
Renaissance Technologies
25
Renaissance Technologies
New York
$9.75M -$11M -222,400 -52%

APU Hedge Fund Activity: Q1 2015 in Review

210 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in AmeriGas Partners, L.P. (APU) for Q1 2015, worth a combined $1.18B — up 1.4% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new APU positions and 18 closed out — a net gain of 10 holders — while 77 added to existing stakes and 54 trimmed.

The largest buyer was OppenheimerFunds, adding an estimated $68.9M. The largest seller was Neuberger Berman Group, cutting an estimated $38.1M.

  • 210 institutional investors held AmeriGas Partners, L.P. (APU) as of Q1 2015, up from 205 in Q4 2014.
  • Funds reported $1.18B of AmeriGas Partners, L.P. stock for Q1 2015, up 1.4% quarter-over-quarter.
  • 28 funds opened new AmeriGas Partners, L.P. positions in Q1 2015 and 18 closed out, a net change of +10 holders.
  • The largest AmeriGas Partners, L.P. buyer in Q1 2015 was OppenheimerFunds, an estimated $68.9M added.
  • The largest AmeriGas Partners, L.P. seller in Q1 2015 was Neuberger Berman Group, an estimated $38.1M sold.

Based on aggregated 13F filings for Q1 2015.