We are live on ! Find out more
APD icon

Air Products & Chemicals

1,156 hedge funds and large institutions have $41.1B invested in Air Products & Chemicals in 2019 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 418 increasing their positions, 415 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 63

1% more funds holding

Funds holding: 1,1411,156 (+15)

7% more call options, than puts

Call options by funds: $88.7M | Put options by funds: $82.5M

1% more repeat investments, than reductions

Existing positions increased: 418 | Existing positions reduced: 415

4% less capital invested

Capital invested by funds: $42.7B → $41.1B (-$1.65B)

1.89% less ownership

Funds ownership: 85.94%84.05% (-1.9%)

26% less funds holding in top 10

Funds holding in top 10: 4735 (-12)

Holders
1,156
Holders Change
+15
Holders Change %
+1.31%
% of All Funds
25.35%
Holding in Top 10
35
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-25.53%
% of All Funds
0.77%
New
84
Increased
418
Reduced
415
Closed
63
Calls
$88.7M
Puts
$82.5M
Net Calls
+$6.17M
Net Calls Change
-$58.1M
Name Holding Trade Value Shares
Change
Change in
Stake
LWA
1101
Lenox Wealth Advisors
New York
$27K +$27K +120 New
TFO
1102
Tarbox Family Office
California
$26K
HGWM
1103
Harvest Group Wealth Management
Massachusetts
$25K
ME
1104
McIlrath & Eck
Washington
$25K
AA
1105
Advisory Alpha
Michigan
$23.5K +$25K +111 New
BWA
1106
Burt Wealth Advisors
Maryland
$22K
LD
1107
Lipe & Dalton
New York
$22K
ST
1108
Sageworth Trust
Pennsylvania
$22K
PCIA
1109
Prime Capital Investment Advisors
Kansas
$22K +$22K +98 New
EARNEST Partners
1110
EARNEST Partners
Georgia
$21K
LWM
1111
Liberty Wealth Management
California
$21K +$17.5K +78 +433%
FGAM
1112
Financial Gravity Asset Management
Texas
$20K +$14.8K +66 +275%
EW
1113
Evoke Wealth
California
$19.6K +$19.8K +88 New
MSFP
1114
Mark Sheptoff Financial Planning
Connecticut
$17K
EWA
1115
Evolution Wealth Advisors
Florida
$17K +$8.32K +37 +95%
NIC
1116
Northwest Investment Counselors
Oregon
$17K +$17.5K +78 New
ECM
1117
Estabrook Capital Management
New York
$16.2K +$16.4K +73 New
SAM
1118
Shamrock Asset Management
Texas
$15K
WWM
1119
Willingdon Wealth Management
North Carolina
$14K -$8.1K -36 -36%
GCM
1120
Gables Capital Management
Florida
$14K +$13.9K +62 New
SIS
1121
Sound Income Strategies
Florida
$13K
BL
1122
Balentine LLC
Georgia
$13K +$6.08K +27 +90%
SWA
1123
Sutton Wealth Advisors
Florida
$12.4K
JWA
1124
JFS Wealth Advisors
Pennsylvania
$12K
KPCM
1125
Kings Point Capital Management
New York
$12K

APD Hedge Fund Activity: Q3 2019 in Review

1,156 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Air Products & Chemicals (APD) for Q3 2019, worth a combined $41.1B — down 3.9% from $42.7B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new APD positions and 63 closed out — a net gain of 21 holders — while 418 added to existing stakes and 415 trimmed.

The largest buyer was Capital International Investors, adding an estimated $240M. The largest seller was T. Rowe Price Associates, cutting an estimated $360M.

  • 1,156 institutional investors held Air Products & Chemicals (APD) as of Q3 2019, up from 1,141 in Q2 2019.
  • Funds reported $41.1B of Air Products & Chemicals stock for Q3 2019, down 3.9% quarter-over-quarter.
  • 84 funds opened new Air Products & Chemicals positions in Q3 2019 and 63 closed out, a net change of +21 holders.
  • The largest Air Products & Chemicals buyer in Q3 2019 was Capital International Investors, an estimated $240M added.
  • The largest Air Products & Chemicals seller in Q3 2019 was T. Rowe Price Associates, an estimated $360M sold.

Based on aggregated 13F filings for Q3 2019.