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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
FFO
1551
Fortitude Family Office
Arizona
$20.6K -$16.4K -67 -44%
BFPW
1552
BOK Financial Private Wealth
Colorado
$20.3K +$20.3K +83 New
PWMG
1553
Private Wealth Management Group
New Jersey
$20.1K -$980 -4 -5%
FCG
1554
Financial Connections Group
California
$19K -$3.92K -16 -18%
IGWM
1555
ICA Group Wealth Management
Colorado
$18.9K
NIC
1556
Northwest Investment Counselors
Oregon
$18.9K +$19.1K +78 New
MSFP
1557
Mark Sheptoff Financial Planning
Connecticut
$18.2K
UIA
1558
Ulland Investment Advisors
Minnesota
$18K
LF
1559
LifeSteps Financial
California
$17.4K +$17.6K +72 New
FGAM
1560
Financial Gravity Asset Management
Texas
$17.3K -$19.8K -81 -53%
CIAS
1561
CBIZ Investment Advisory Services
Ohio
$17.3K +$17.4K +71 New
GKIM
1562
GW&K Investment Management
Massachusetts
$17K -$2.69K -11 -13%
MFA
1563
McClarren Financial Advisors
Pennsylvania
$17K +$245 +1 +2%
KIG
1564
Kessler Investment Group
Indiana
$16.7K
JGIA
1565
Jackson Grant Investment Advisers
Connecticut
$16K
MAM
1566
Magellan Asset Management
Australia
$16K
SA
1567
Scarborough Advisors
Maryland
$15.3K
IHWM
1568
Iron Horse Wealth Management
Iowa
$15K +$13.5K +55 +786%
OCM
1569
Orion Capital Management
California
$14.8K
RWM
1570
Ruedi Wealth Management
Illinois
$14.8K +$11.8K +48 +369%
KFS
1571
Kelly Financial Services
Massachusetts
$14.3K +$9.56K +39 +195%
Bank Julius Baer & Co
1572
Bank Julius Baer & Co
Switzerland
$13.8K -$134K -545 -91%
GA
1573
GoalVest Advisory
New York
$13.3K -$9.56K -39 -41%
PP
1574
Paloma Partners
Connecticut
$12.8K +$13K +53 New
CAM
1575
Creekmur Asset Management
Illinois
$12.2K +$735 +3 +6%

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.