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APU

AmeriGas Partners, L.P.
APU

Delisted

APU was delisted on the 21st of August, 2019.

212 hedge funds and large institutions have $563M invested in AmeriGas Partners, L.P. in 2018 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 50 increasing their positions, 75 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less funds holding

Funds holding: 233212 (-21)

33% less capital invested

Capital invested by funds: $843M → $563M (-$280M)

33% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 75

35% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 57

63% less call options, than puts

Call options by funds: $3.19M | Put options by funds: $8.7M

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
212
Holders Change
-21
Holders Change %
-9.01%
% of All Funds
4.72%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
37
Increased
50
Reduced
75
Closed
57
Calls
$3.19M
Puts
$8.7M
Net Calls
-$5.52M
Net Calls Change
+$1.95M
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
251
HL Financial Services
Kentucky
-$209K -5,284 Closed
SXL
252
Summit X LLC
Missouri
-$206K -5,251 Closed
PD
253
Planning Directions
Pennsylvania
-$201K -5,084 Closed
GP
254
Girard Partners
Pennsylvania
-$148K -3,750 Closed
BAM
255
Belpointe Asset Management
Nevada
-$131K -3,320 Closed
TRCT
256
Tower Research Capital (TRC)
New York
-$108K -2,722 Closed
CWSR
257
Chessman Wealth Strategies RIA
Texas
-$76K -1,930 Closed
SPIA
258
Steward Partners Investment Advisory
New York
-$59K -1,489 Closed
MWM
259
MinichMacGregor Wealth Management
New York
-$49K -1,246 Closed
PCIA
260
Prime Capital Investment Advisors
Kansas
-$47K -1,200 Closed
Koshinski Asset Management
261
Koshinski Asset Management
Illinois
-$450K -1,140 Closed
APP
262
Avantax Planning Partners
Iowa
-$44K -1,102 Closed
WTB
263
Washington Trust Bank
Washington
-$40K -1,000 Closed
AA
264
Ancora Advisors
Ohio
-$33K -836 Closed
CAG
265
Csenge Advisory Group
Florida
-$29K -822 Closed
OSNBOA
266
Old Second National Bank of Aurora
Illinois
-$30K -750 Closed
AS
267
Altshuler Shaham
Israel
-$29K -746 Closed
WSTAM
268
Wilbanks Smith & Thomas Asset Management
Virginia
-$25K -641 Closed
SFM
269
Signet Financial Management
New Jersey
-$17K -423 Closed
ML
270
McAdam LLC
Pennsylvania
-$15K -390 Closed
CPIG
271
Chicago Partners Investment Group
Illinois
-$14K -353 Closed
S
272
SignatureFD
Georgia
-$9.73K -280 -98%
JA
273
JOYN Advisors
Georgia
-$8K -200 Closed
JFA
274
JNBA Financial Advisors
Minnesota
-$6.22K -179 -96%

APU Hedge Fund Activity: Q4 2018 in Review

212 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in AmeriGas Partners, L.P. (APU) for Q4 2018, worth a combined $563M — down 33% from $843M a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of APU and 37 opened new positions — a net loss of 20 holders — while 75 trimmed existing stakes and 50 added.

The largest buyer was OppenheimerFunds, adding an estimated $28.8M. The largest seller was JP Morgan Chase, cutting an estimated $35.8M.

  • 212 institutional investors held AmeriGas Partners, L.P. (APU) as of Q4 2018, down from 233 in Q3 2018.
  • Funds reported $563M of AmeriGas Partners, L.P. stock for Q4 2018, down 33% quarter-over-quarter.
  • 37 funds opened new AmeriGas Partners, L.P. positions in Q4 2018 and 57 closed out, a net change of -20 holders.
  • The largest AmeriGas Partners, L.P. buyer in Q4 2018 was OppenheimerFunds, an estimated $28.8M added.
  • The largest AmeriGas Partners, L.P. seller in Q4 2018 was JP Morgan Chase, an estimated $35.8M sold.

Based on aggregated 13F filings for Q4 2018.