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APU

AmeriGas Partners, L.P.
APU

Delisted

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

230 hedge funds and large institutions have $900M invested in AmeriGas Partners, L.P. in 2018 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 58 increasing their positions, 80 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $890M → $900M (+$10.2M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less funds holding

Funds holding: 237230 (-7)

18% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 28

28% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 80

60% less call options, than puts

Call options by funds: $4.26M | Put options by funds: $10.7M

Holders
230
Holders Change
-7
Holders Change %
-2.95%
% of All Funds
5.26%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
23
Increased
58
Reduced
80
Closed
28
Calls
$4.26M
Puts
$10.7M
Net Calls
-$6.44M
Net Calls Change
-$152K
Name Holding Trade Value Shares
Change
Change in
Stake
AMG
26
Advisors Management Group
Wisconsin
$6.51M +$220K +5,285 +4%
DW
27
Domani Wealth
Pennsylvania
$6.16M -$2.34M -56,244 -28%
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$5.62M -$283K -6,794 -5%
CDH
29
Charles D. Hyman
$5.12M +$102K +2,462 +2%
CWM
30
Cornerstone Wealth Management
Missouri
$4.87M +$8.23M +197,790 +3,721%
SOAMC
31
Spirit of America Management Corp
New York
$4.87M
Arrowstreet Capital
32
Arrowstreet Capital
Massachusetts
$4.63M +$2.78M +66,737 +156%
Wells Fargo
33
Wells Fargo
California
$4.36M -$315K -7,568 -7%
RMA
34
Roffman Miller Associates
Pennsylvania
$4.22M +$193K +4,633 +5%
M&T Bank
35
M&T Bank
New York
$3.79M -$43.9K -1,054 -1%
AR
36
Advisory Research
Illinois
$3.55M
NAM
37
North American Management
Massachusetts
$3.41M +$15.8K +380 +0.5%
VanEck Associates
38
VanEck Associates
New York
$3.12M +$302K +7,255 +11%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$3M +$194K +4,670 +7%
NEI
40
Northwest & Ethical Investments
Ontario, Canada
$2.77M -$183K -4,407 -6%
SWA
41
SFMG Wealth Advisors
Texas
$2.75M +$128K +3,078 +5%
Citigroup
42
Citigroup
New York
$2.69M +$1.18M +28,348 +80%
BTS
43
BB&T Securities
Virginia
$2.65M -$139K -3,346 -5%
SFS
44
Sowell Financial Services
Arkansas
$2.64M +$183K +4,390 +7%
Ameriprise
45
Ameriprise
Minnesota
$2.42M +$377K +9,052 +19%
LTFS
46
Ladenburg Thalmann Financial Services
Florida
$2.38M
ECM
47
Estabrook Capital Management
New York
$2.36M
AWM
48
Arbor Wealth Management
Florida
$2.22M +$173K +4,148 +8%
NCM
49
Novare Capital Management
North Carolina
$2.15M
SFI
50
Susquehanna Fundamental Investments
Pennsylvania
$2.06M +$1.08M +25,869 +112%

APU Hedge Fund Activity: Q2 2018 in Review

230 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in AmeriGas Partners, L.P. (APU) for Q2 2018, worth a combined $900M — up 1.1% from $890M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of APU and 23 opened new positions — a net loss of 5 holders — while 80 trimmed existing stakes and 58 added.

The largest buyer was Cornerstone Wealth Management, adding an estimated $8.23M. The largest seller was OppenheimerFunds, cutting an estimated $16.8M.

  • 230 institutional investors held AmeriGas Partners, L.P. (APU) as of Q2 2018, down from 237 in Q1 2018.
  • Funds reported $900M of AmeriGas Partners, L.P. stock for Q2 2018, up 1.1% quarter-over-quarter.
  • 23 funds opened new AmeriGas Partners, L.P. positions in Q2 2018 and 28 closed out, a net change of -5 holders.
  • The largest AmeriGas Partners, L.P. buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $8.23M added.
  • The largest AmeriGas Partners, L.P. seller in Q2 2018 was OppenheimerFunds, an estimated $16.8M sold.

Based on aggregated 13F filings for Q2 2018.