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Air Products & Chemicals

1,108 hedge funds and large institutions have $36.7B invested in Air Products & Chemicals in 2019 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 413 increasing their positions, 380 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $119M | Put options by funds: $86.6M

28% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 82

24% more funds holding in top 10

Funds holding in top 10: 2531 (+6)

20% more capital invested

Capital invested by funds: $30.7B → $36.7B (+$6B)

9% more repeat investments, than reductions

Existing positions increased: 413 | Existing positions reduced: 380

1% more funds holding

Funds holding: 1,0981,108 (+10)

0.09% less ownership

Funds ownership: 87.72%87.63% (-0.09%)

Holders
1,108
Holders Change
+10
Holders Change %
+0.91%
% of All Funds
23.98%
Holding in Top 10
31
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+24%
% of All Funds
0.67%
New
105
Increased
413
Reduced
380
Closed
82
Calls
$119M
Puts
$86.6M
Net Calls
+$31.9M
Net Calls Change
+$15.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.68B +$17.3M +100,669 +0.5%
BlackRock
2
BlackRock
New York
$3.13B -$130M -752,566 -4%
State Farm Mutual Automobile Insurance
3
State Farm Mutual Automobile Insurance
Illinois
$2.94B
State Street
4
State Street
Massachusetts
$2.04B +$44.9M +260,651 +3%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.94B +$218M +1,264,487 +14%
Barrow, Hanley, Mewhinney & Strauss
6
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.42B -$9.13M -53,063 -0.7%
JP Morgan Chase
7
JP Morgan Chase
New York
$905M +$120M +698,216 +17%
Franklin Resources
8
Franklin Resources
California
$822M -$2.44M -14,199 -0.3%
Capital International Investors
9
Capital International Investors
California
$808M +$297M +1,728,158 +69%
Wells Fargo
10
Wells Fargo
California
$753M +$3.97M +23,089 +0.6%
Bank of America
11
Bank of America
North Carolina
$749M -$451M -2,618,208 -40%
Northern Trust
12
Northern Trust
Illinois
$623M +$3.87M +22,480 +0.7%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$602M +$25.4M +147,593 +5%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$563M -$102M -594,216 -17%
FPP
15
Findlay Park Partners
United Kingdom
$531M -$86.5M -502,505 -15%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$525M +$19.9M +115,433 +4%
Capital World Investors
17
Capital World Investors
California
$488M -$98.1K -570 -0%
Neuberger Berman Group
18
Neuberger Berman Group
New York
$424M +$24.1M +140,293 +7%
Principal Financial Group
19
Principal Financial Group
Iowa
$405M -$21.3M -123,542 -5%
Invesco
20
Invesco
Georgia
$392M -$2.73M -15,890 -0.8%
Deutsche Bank
21
Deutsche Bank
Germany
$321M +$13.7M +79,631 +5%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$267M -$31.6M -183,882 -12%
BG
23
Bahl & Gaynor
Ohio
$251M +$6.7M +38,911 +3%
Ameriprise
24
Ameriprise
Minnesota
$244M +$90.1M +523,480 +69%
RJA
25
Raymond James & Associates
Florida
$242M +$20.3M +117,816 +10%

APD Hedge Fund Activity: Q1 2019 in Review

1,108 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Air Products & Chemicals (APD) for Q1 2019, worth a combined $36.7B — up 20% from $30.7B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new APD positions and 82 closed out — a net gain of 23 holders — while 413 added to existing stakes and 380 trimmed.

The largest buyer was Capital International Investors, adding an estimated $297M. The largest seller was Bank of America, cutting an estimated $451M.

  • 1,108 institutional investors held Air Products & Chemicals (APD) as of Q1 2019, up from 1,098 in Q4 2018.
  • Funds reported $36.7B of Air Products & Chemicals stock for Q1 2019, up 20% quarter-over-quarter.
  • 105 funds opened new Air Products & Chemicals positions in Q1 2019 and 82 closed out, a net change of +23 holders.
  • The largest Air Products & Chemicals buyer in Q1 2019 was Capital International Investors, an estimated $297M added.
  • The largest Air Products & Chemicals seller in Q1 2019 was Bank of America, an estimated $451M sold.

Based on aggregated 13F filings for Q1 2019.