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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
Ameriprise
51
Ameriprise
Minnesota
$1.27M -$372K -10,693 -18%
LTFS
52
Ladenburg Thalmann Financial Services
Florida
$1.26M -$184K -5,305 -10%
AG
53
Advisor Group
Arizona
$1.24M +$161K +4,642 +10%
HSBC Holdings
54
HSBC Holdings
United Kingdom
$1.19M +$1.34M +38,706 +462%
BTS
55
BB&T Securities
Virginia
$1.19M -$224K -6,448 -12%
PMG
56
ProVise Management Group
Florida
$1.18M -$139 -4 -0%
CAM
57
Costello Asset Management
Pennsylvania
$1.13M +$1.54M +44,464 New
ONB
58
Old National Bancorp
Indiana
$1.09M
ADMI
59
Albert D. Mason Inc
Massachusetts
$1.04M -$135K -3,877 -9%
AWM
60
Arbor Wealth Management
Florida
$1.04M -$464K -13,368 -25%
BWP
61
Baldwin Wealth Partners
Massachusetts
$1.03M +$94.7K +2,727 +7%
WJA
62
Williams Jones & Associates
New York
$1.02M -$7.54M -217,055 -84%
ECM
63
Estabrook Capital Management
New York
$1.01M -$540K -15,550 -28%
MIAN
64
Mariner Independent Advisor Network
Kansas
$1M +$14.1K +405 +1%
Geode Capital Management
65
Geode Capital Management
Massachusetts
$922K +$881K +25,366 +228%
Creative Planning
66
Creative Planning
Kansas
$910K +$79.9K +2,299 +7%
Neuberger Berman Group
67
Neuberger Berman Group
New York
$892K -$3.47K -100 -0.3%
LCM
68
Landscape Capital Management
New Jersey
$878K +$1.21M +34,707 New
LWAC
69
Laurel Wealth Advisors (California)
California
$877K -$83.4K -2,400 -6%
EAM
70
Eventide Asset Management
Massachusetts
$835K
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$814K -$217K -6,256 -16%
Sumitomo Mitsui Trust Group
72
Sumitomo Mitsui Trust Group
Japan
$810K +$730K +21,000 +175%
Stifel Financial
73
Stifel Financial
Missouri
$806K -$197K -5,657 -15%
RIA
74
RPG Investment Advisory
California
$763K +$198K +5,700 +23%
JG
75
Jefferies Group
New York
$762K +$1.05M +30,100 New

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.