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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
FAM
901
Formidable Asset Management
Ohio
$778K +$787K +3,210 New
FP
902
Fiduciary Planning
Florida
$775K -$2.45K -10 -0.3%
BWM
903
BCGM Wealth Management
Indiana
$773K -$3.92K -16 -0.5%
KHCM
904
Kirtland Hills Capital Management
Ohio
$772K +$769K +3,138 New
S
905
SignatureFD
Georgia
$769K -$8.33K -34 -1%
USCWA
906
U.S. Capital Wealth Advisors
Texas
$765K -$44.6K -182 -5%
IIM
907
Ipswich Investment Management
Massachusetts
$764K -$121K -495 -14%
JWCA
908
J.W. Coons Advisors
Ohio
$763K -$791K -3,227 -51%
HAG
909
HF Advisory Group
Maryland
$761K +$122K +497 +19%
MFC
910
Mechanics Financial Corp
Ohio
$760K -$8.58K -35 -1%
MMPW
911
Mitchell McLeod Pugh & Williams
Alabama
$760K -$6.13K -25 -0.8%
MNBTD
912
Moody National Bank Trust Division
Texas
$759K -$43.1K -176 -5%
JMFC
913
J.M. Forbes & Co
Massachusetts
$756K
FIA
914
Foundations Investment Advisors
Arizona
$755K -$91.9K -375 -11%
Koshinski Asset Management
915
Koshinski Asset Management
Illinois
$754K +$763K +3,114 New
MIA
916
MainStreet Investment Advisors
Illinois
$754K -$57.6K -235 -7%
ACA
917
Aptus Capital Advisors
Alabama
$749K +$192K +784 +34%
PWC
918
PYA Waltman Capital
Tennessee
$746K +$97.8K +399 +15%
SWM
919
SeaCrest Wealth Management
New York
$745K -$194K -790 -20%
IWA
920
Invera Wealth Advisors
Oregon
$744K +$6.37K +26 +0.8%
MIC
921
Maxi Investments CY
Cyprus
$744K +$752K +3,069 New
SVWAG
922
Sound View Wealth Advisors Group
Georgia
$740K -$18.1K -74 -2%
VA
923
Valmark Advisers
Ohio
$738K -$3.19K -13 -0.4%
WPA
924
West Paces Advisors
Georgia
$736K -$117K -478 -14%
IA
925
IFP Advisors
Florida
$733K -$9.56K -39 -1%

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.