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Air Products & Chemicals

1,654 hedge funds and large institutions have $45.7B invested in Air Products & Chemicals in 2024 Q1 according to their latest regulatory filings, with 157 funds opening new positions, 677 increasing their positions, 607 reducing their positions, and 192 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 677 | Existing positions reduced: 607

4% less call options, than puts

Call options by funds: $375M | Put options by funds: $389M

1.45% less ownership

Funds ownership: 86.38%84.93% (-1.4%)

4% less funds holding

Funds holding: 1,7141,654 (-60)

13% less capital invested

Capital invested by funds: $52.5B → $45.7B (-$6.75B)

16% less funds holding in top 10

Funds holding in top 10: 2521 (-4)

18% less first-time investments, than exits

New positions opened: 157 | Existing positions closed: 192

Holders
1,654
Holders Change
-60
Holders Change %
-3.5%
% of All Funds
23.83%
Holding in Top 10
21
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16%
% of All Funds
0.3%
New
157
Increased
677
Reduced
607
Closed
192
Calls
$375M
Puts
$389M
Net Calls
-$13.8M
Net Calls Change
+$103M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$289M +$6.74M +27,524 +2%
Fayez Sarofim & Co
27
Fayez Sarofim & Co
Texas
$284M +$1.8M +7,332 +0.6%
Legal & General Group
28
Legal & General Group
United Kingdom
$284M -$2.52M -10,295 -0.9%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$270M +$65M +265,471 +31%
Barclays
30
Barclays
United Kingdom
$270M +$80.4M +328,307 +42%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$266M +$25.6M +104,590 +11%
Invesco
32
Invesco
Georgia
$239M +$17.3M +70,515 +8%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$237M +$551K +2,248 +0.2%
Neuberger Berman Group
34
Neuberger Berman Group
New York
$233M -$195M -796,349 -45%
Goldman Sachs
35
Goldman Sachs
New York
$229M -$33.8M -137,742 -13%
Ensign Peak Advisors
36
Ensign Peak Advisors
Utah
$227M +$15.5M +63,160 +7%
Nordea Investment Management
37
Nordea Investment Management
Sweden
$208M +$83.9M +342,322 +66%
PIF
38
Public Investment Fund
Saudi Arabia
$204M -$467M -1,904,808 -69%
Principal Financial Group
39
Principal Financial Group
Iowa
$201M -$4.27M -17,412 -2%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$187M -$12.2M -49,948 -6%
UBS AM
41
UBS AM
Illinois
$171M +$8.17M +33,323 +5%
Truist Financial
42
Truist Financial
North Carolina
$171M +$1.3M +5,323 +0.8%
ProShare Advisors
43
ProShare Advisors
Maryland
$169M +$22.1M +90,391 +15%
Swiss National Bank
44
Swiss National Bank
Switzerland
$161M -$7.15M -29,200 -4%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$155M +$1.94M +7,902 +1%
DC
46
Davenport & Co
Virginia
$152M +$45M +183,461 +41%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$149M -$77M -314,274 -34%
N
48
Nuveen
North Carolina
$137M -$8.57M -34,987 -6%
Millennium Management
49
Millennium Management
New York
$136M +$109M +446,630 +385%
CI
50
Cincinnati Insurance
Ohio
$114M

APD Hedge Fund Activity: Q1 2024 in Review

1,654 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Air Products & Chemicals (APD) for Q1 2024, worth a combined $45.7B — down 13% from $52.5B a quarter earlier.

Sellers outnumbered buyers: 192 funds closed out of APD and 157 opened new positions — a net loss of 35 holders — while 607 trimmed existing stakes and 677 added.

The largest buyer was Capital Research Global Investors, adding an estimated $1.06B. The largest seller was Morgan Stanley, cutting an estimated $1.55B.

  • 1,654 institutional investors held Air Products & Chemicals (APD) as of Q1 2024, down from 1,714 in Q4 2023.
  • Funds reported $45.7B of Air Products & Chemicals stock for Q1 2024, down 13% quarter-over-quarter.
  • 157 funds opened new Air Products & Chemicals positions in Q1 2024 and 192 closed out, a net change of -35 holders.
  • The largest Air Products & Chemicals buyer in Q1 2024 was Capital Research Global Investors, an estimated $1.06B added.
  • The largest Air Products & Chemicals seller in Q1 2024 was Morgan Stanley, an estimated $1.55B sold.

Based on aggregated 13F filings for Q1 2024.