We are live on ! Find out more
APD icon

Air Products & Chemicals

1,044 hedge funds and large institutions have $31.4B invested in Air Products & Chemicals in 2018 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 356 increasing their positions, 389 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 57

31% more funds holding in top 10

Funds holding in top 10: 1317 (+4)

30% more call options, than puts

Call options by funds: $124M | Put options by funds: $95.8M

6% more capital invested

Capital invested by funds: $29.6B → $31.4B (+$1.85B)

3% more funds holding

Funds holding: 1,0151,044 (+29)

0.05% less ownership

Funds ownership: 86.7%86.65% (-0.05%)

8% less repeat investments, than reductions

Existing positions increased: 356 | Existing positions reduced: 389

Holders
1,044
Holders Change
+29
Holders Change %
+2.86%
% of All Funds
23.87%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.39%
New
93
Increased
356
Reduced
389
Closed
57
Calls
$124M
Puts
$95.8M
Net Calls
+$28.4M
Net Calls Change
+$5.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
1001
Mark Sheptoff Financial Planning
Connecticut
$13K
SMFS
1002
Squar Milner Financial Services
California
$12K
SAM
1003
Shamrock Asset Management
Texas
$11K
KL
1004
KWMG LLC
Kansas
$11K +$1.95K +12 +22%
JWA
1005
JFS Wealth Advisors
Pennsylvania
$9K
EA
1006
Elm Advisors
California
$9K +$8.96K +55 New
SWA
1007
Sutton Wealth Advisors
Florida
$8.19K
ICM
1008
IMS Capital Management
Oregon
$8K -$145K -890 -95%
AssetMark Inc
1009
AssetMark Inc
California
$8K -$3.09K -19 -29%
ARMC
1010
American Research & Management Company
Massachusetts
$8K
CTB
1011
Country Trust Bank
Illinois
$8K
EWM
1012
Endurance Wealth Management
Rhode Island
$8K
CAG
1013
Csenge Advisory Group
Florida
$8K +$8.47K +52 New
TAIM
1014
TD Ameritrade Investment Management
Nebraska
$7K +$2.77K +17 +65%
MWPCG
1015
Measured Wealth Private Client Group
New Hampshire
$7K +$6.51K +40 New
ONST
1016
Old North State Trust
North Carolina
$7K +$7.49K +46 New
Carson Wealth (CWM LLC)
1017
Carson Wealth (CWM LLC)
Nebraska
$6K -$83.7K -514 -93%
IAS
1018
IMA Advisory Services
Colorado
$6K -$3.58K -22 -37%
PGWM
1019
Parisi Gray Wealth Management
New Jersey
$6K
SWMG
1020
Signature Wealth Management Group
Georgia
$6K
WEC
1021
Winslow Evans & Crocker
Massachusetts
$6K
CIA
1022
CSat Investment Advisory
Michigan
$6K +$1.3K +8 +29%
NFG
1023
Next Financial Group
Texas
$6K +$5.37K +33 New
TFA
1024
Transamerica Financial Advisors
Florida
$6K +$5.54K +34 New
CA
1025
Claar Advisors
New York
$5.57K +$5.43M +33,333 New

APD Hedge Fund Activity: Q3 2018 in Review

1,044 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Air Products & Chemicals (APD) for Q3 2018, worth a combined $31.4B — up 6.2% from $29.6B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new APD positions and 57 closed out — a net gain of 36 holders — while 356 added to existing stakes and 389 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $333M. The largest seller was Orbis Allan Gray, exiting entirely with an estimated $213M sold.

  • 1,044 institutional investors held Air Products & Chemicals (APD) as of Q3 2018, up from 1,015 in Q2 2018.
  • Funds reported $31.4B of Air Products & Chemicals stock for Q3 2018, up 6.2% quarter-over-quarter.
  • 93 funds opened new Air Products & Chemicals positions in Q3 2018 and 57 closed out, a net change of +36 holders.
  • The largest Air Products & Chemicals buyer in Q3 2018 was Capital International Investors, an estimated $333M added.
  • The largest Air Products & Chemicals seller in Q3 2018 was Orbis Allan Gray, an estimated $213M sold.

Based on aggregated 13F filings for Q3 2018.