We are live on ! Find out more
APD icon

Air Products & Chemicals
APD

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: 1,714 → 1,654 (-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: 25 → 21 (-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

Top Buyers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
+$1.06B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$393M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$295M
4
Franklin Resources
Franklin Resources
California
+$279M
5
Norges Bank
Norges Bank
Norway
+$143M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.55B
2
JP Morgan Chase
JP Morgan Chase
New York
-$618M
3
PIF
Public Investment Fund
Saudi Arabia
-$467M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$195M
5
American Century Companies
American Century Companies
Missouri
-$163M
Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
1626
Northwest Capital Management
Oregon
$3.39K – – –
WCM
1627
Westend Capital Management
California
$3.39K +$3.43K +14 New
SN
1628
Sittner & Nelson
Oregon
$3.15K – – –
VWA
1629
Valued Wealth Advisors
Utah
$2.94K +$1.72K +7 +140%
HWA
1630
HHM Wealth Advisors
Tennessee
$2.91K – – –
VAG
1631
VisionPoint Advisory Group
Texas
$2.91K -$38.2K -156 -93%
CNBTD
1632
Citizens National Bank Trust Department
Mississippi
$2.91K – – –
ECM
1633
Everence Capital Management
Indiana
$2.89K – – –
FG
1634
Fairman Group
Pennsylvania
$2.68K – – –
PCWA
1635
Pacific Capital Wealth Advisors
California
$2.67K – – –
RFG
1636
RFP Financial Group
Georgia
$2.67K +$2.69K +11 New
FWM
1637
FSA Wealth Management
Massachusetts
$2.18K – – –
CSB
1638
City State Bank
Iowa
$2K -$8.82K -36 -78%
TFA
1639
Transamerica Financial Advisors
Florida
$2K +$1.72K +7 New
TCA
1640
Trifecta Capital Advisors
Illinois
$1.94K -$24.5K -100 -93%
AFWM
1641
Abich Financial Wealth Management
Virginia
$1.94K -$1.23K -5 -38%
PP
1642
Pacifica Partners
Canada
$1.66K – – –
NSIM
1643
North Star Investment Management
Illinois
$1.45K – – –
VWWMG
1644
Vermillion & White Wealth Management Group
Pennsylvania
$1.45K +$1.47K +6 New
FFWA
1645
FRG Family Wealth Advisors
Washington
$1.42K +$1.47K +6 New
TWD
1646
True Wealth Design
Ohio
$1.21K +$490 +2 +67%
FSWA
1647
Financial Synergies Wealth Advisors
Texas
$970 – – –
W
1648
WealthCollab
Washington
$970 – – –
HFS
1649
Horizon Financial Services
North Carolina
$969 +$980 +4 New
NL
1650
NVWM LLC
Pennsylvania
$727 +$735 +3 New
64 65
66
67 68

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.