Airgas Inc
ARG
ARG was delisted on the 20th of May, 2016.
359 hedge funds and large institutions have $6.67B invested in Airgas Inc in 2013 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 106 increasing their positions, 152 reducing their positions, and 27 closing their positions.
44% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 27
7% more capital invested
Capital invested by funds: $6.22B → $6.67B (+$451M)
3% more funds holding
Funds holding: 348 → 359 (+11)
8% more call options, than puts
Call options by funds: $20.2M | Put options by funds: $18.7M
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
30% less repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 152
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$121M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$66.6M |
| 3 |
Goldman Sachs
New York
|
+$38.6M |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$20.4M |
| 5 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$20.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MGC
Merchants' Gate Capital
New York
|
-$77.5M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$28.1M |
| 3 |
AC
Alleghany Corporation
New York
|
-$26.5M |
| 4 |
WIM
Waverton Investment Management
London,
United Kingdom
|
-$22.4M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$22.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BA
376
Bridgewater Associates
Westport,
Connecticut
| – | -$573K | -5,400 | Closed |
|
|
DCM
377
Dynamic Capital Management
St. Helier,
Jersey
| – | -$383K | -3,613 | Closed |
|
|
CCM
378
Cai Capital Management
New York
| – | -$357K | -3,363 | Closed |
|
379
Group One Trading
Chicago,
Illinois
| – | -$251K | -2,363 | Closed |
|
|
MYLI
380
Meiji Yasuda Life Insurance
Tokyo,
Japan
| – | -$246K | -2,320 | Closed |
|
|
CAL
381
Capital Analysts LLC
Fort Washington,
Pennsylvania
| – | -$160K | -1,510 | Closed |
|
382
Teacher Retirement System of Texas
Austin,
Texas
| – | -$114K | -1,077 | Closed |
|
|
MCM
383
Manchester Capital Management
Manchester,
Vermont
| – | -$37K | -351 | Closed |
|
|
HHMI
384
Howard Hughes Medical Institute
Chevy Chase,
Maryland
| – | -$32K | -301 | Closed |
|
|
JFGIW
385
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| – | -$6K | -52 | Closed |
|
|
BC
386
Bartlett & Co
Cincinnati,
Ohio
| – | -$1K | -11 | Closed |
|
ARG Hedge Fund Activity: Q4 2013 in Review
359 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Airgas Inc (ARG) for Q4 2013, worth a combined $6.67B — up 7.3% from $6.22B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new ARG positions and 27 closed out — a net gain of 12 holders — while 106 added to existing stakes and 152 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $121M. The largest seller was Merchants' Gate Capital, cutting an estimated $77.5M.
- 359 institutional investors held Airgas Inc (ARG) as of Q4 2013, up from 348 in Q3 2013.
- Funds reported $6.67B of Airgas Inc stock for Q4 2013, up 7.3% quarter-over-quarter.
- 39 funds opened new Airgas Inc positions in Q4 2013 and 27 closed out, a net change of +12 holders.
- The largest Airgas Inc buyer in Q4 2013 was T. Rowe Price Associates, an estimated $121M added.
- The largest Airgas Inc seller in Q4 2013 was Merchants' Gate Capital, an estimated $77.5M sold.
Based on aggregated 13F filings for Q4 2013.