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APU

AmeriGas Partners, L.P.
APU

Delisted

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

218 hedge funds and large institutions have $1.02B invested in AmeriGas Partners, L.P. in 2016 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 80 increasing their positions, 54 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 54

2% less capital invested

Capital invested by funds: $1.04B → $1.02B (-$22M)

4% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 24

2% less funds holding

Funds holding: 223218 (-5)

16% less call options, than puts

Call options by funds: $3.24M | Put options by funds: $3.84M

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
218
Holders Change
-5
Holders Change %
-2.24%
% of All Funds
5.82%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
23
Increased
80
Reduced
54
Closed
24
Calls
$3.24M
Puts
$3.84M
Net Calls
-$597K
Net Calls Change
-$3.08M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
51
Concert Wealth Management
California
$2.43M +$174K +3,727 +8%
NCM
52
Novare Capital Management
North Carolina
$2.37M
Creative Planning
53
Creative Planning
Kansas
$2.25M +$1.04M +22,332 +83%
PMG
54
ProVise Management Group
Florida
$2.21M +$117K +2,500 +5%
BC
55
Barnett & Company
Tennessee
$2.15M
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$2.13M -$587K -12,558 -21%
BWP
57
Baldwin Wealth Partners
Massachusetts
$2.04M +$706K +15,100 +51%
LMGAM
58
Liberty Mutual Group Asset Management
Massachusetts
$1.99M +$994K +21,267 +95%
ONB
59
Old National Bancorp
Indiana
$1.96M
SWA
60
SFMG Wealth Advisors
Texas
$1.96M -$63.5K -1,360 -3%
CNFG
61
Creegan & Nassoura Financial Group
New Hampshire
$1.93M
AF
62
AMG Funds
Connecticut
$1.88M +$1.92M +41,101 New
MCM
63
McKinley Capital Management
Alaska
$1.84M +$1.25M +26,674 +196%
LWAC
64
Laurel Wealth Advisors (California)
California
$1.74M -$16.8K -359 -0.9%
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$1.66M +$1.7M +36,425 New
JWM
66
Jackson Wealth Management
Florida
$1.56M +$63.4K +1,357 +4%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$1.52M +$1.55M +33,274 New
CAN
68
Cetera Advisor Networks
California
$1.51M +$572K +12,247 +59%
Deutsche Bank
69
Deutsche Bank
Germany
$1.42M +$969K +20,748 +202%
Renaissance Technologies
70
Renaissance Technologies
New York
$1.42M +$1.45M +31,000 New
Stifel Financial
71
Stifel Financial
Missouri
$1.4M -$99K -2,118 -6%
CIBC Private Wealth Group
72
CIBC Private Wealth Group
Georgia
$1.28M +$1.31M +28,013 New
VFA
73
Voya Financial Advisors
Connecticut
$1.25M +$505K +10,815 +65%
HS
74
Huntington Steele
Pennsylvania
$1.18M
Ameriprise
75
Ameriprise
Minnesota
$1.18M +$139K +2,980 +13%

APU Hedge Fund Activity: Q3 2016 in Review

218 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in AmeriGas Partners, L.P. (APU) for Q3 2016, worth a combined $1.02B — down 2.1% from $1.04B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of APU and 23 opened new positions — a net loss of 1 holder — while 54 trimmed existing stakes and 80 added.

The largest buyer was Fidelity Investments, adding an estimated $13.3M. The largest seller was Miller Howard Investments, cutting an estimated $21.5M.

  • 218 institutional investors held AmeriGas Partners, L.P. (APU) as of Q3 2016, down from 223 in Q2 2016.
  • Funds reported $1.02B of AmeriGas Partners, L.P. stock for Q3 2016, down 2.1% quarter-over-quarter.
  • 23 funds opened new AmeriGas Partners, L.P. positions in Q3 2016 and 24 closed out, a net change of -1 holder.
  • The largest AmeriGas Partners, L.P. buyer in Q3 2016 was Fidelity Investments, an estimated $13.3M added.
  • The largest AmeriGas Partners, L.P. seller in Q3 2016 was Miller Howard Investments, an estimated $21.5M sold.

Based on aggregated 13F filings for Q3 2016.