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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
JWCA
1051
J.W. Cole Advisors
Florida
$498K -$489K -1,994 -49%
WI
1052
Wintrust Investments
Illinois
$498K -$1.15M -4,685 -70%
BOS
1053
Bank of Stockton
California
$497K +$13.2K +54 +3%
NP
1054
NorthRock Partners
Minnesota
$495K -$10K -41 -2%
LPT
1055
Legacy Private Trust
Wisconsin
$495K
MIM
1056
Morningstar Investment Management
Illinois
$494K
RWP
1057
Revolve Wealth Partners
New Jersey
$494K -$9.56K -39 -2%
LSAG
1058
Lake Street Advisors Group
New Hampshire
$492K +$9.8K +40 +2%
SRC
1059
Stone Run Capital
New York
$491K -$1.11M -4,550 -69%
GFP
1060
Gryphon Financial Partners
Ohio
$490K +$55.1K +225 +13%
MIF
1061
Mediolanum International Funds
Ireland
$489K +$493K +2,011 New
CFFP
1062
Center for Financial Planning
Michigan
$487K -$4.17K -17 -0.8%
MCM
1063
Magnolia Capital Management
New York
$487K
GH
1064
GAM Holding
Switzerland
$486K +$492K +2,006 New
CA
1065
Continuum Advisory
Idaho
$485K -$374K -1,527 -44%
BSHC
1066
Breed's Hill Capital
Massachusetts
$485K
PWM
1067
Partnership Wealth Management
Maryland
$485K
HIA
1068
Harbor Investment Advisory
Maryland
$481K +$166K +676 +52%
SFSG
1069
Sound Financial Strategies Group
Mississippi
$481K +$5.15K +21 +1%
1IA
1070
1834 Investment Advisors
Wisconsin
$477K -$113K -462 -19%
JWM
1071
Jeppson Wealth Management
California
$474K +$53.7K +219 +13%
DWM
1072
Defined Wealth Management
Oregon
$474K +$65.4K +267 +16%
SFI
1073
SPC Financial Inc
Maryland
$474K +$112K +458 +31%
CFA
1074
Cahill Financial Advisors
Minnesota
$468K +$473K +1,932 New
LSA
1075
Lion Street Advisors
Texas
$467K

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.