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APU

AmeriGas Partners, L.P.
APU

Delisted

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

210 hedge funds and large institutions have $1.07B invested in AmeriGas Partners, L.P. in 2019 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 39 increasing their positions, 60 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more capital invested

Capital invested by funds: $689M → $1.07B (+$383M)

9% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 54

5% less funds holding

Funds holding: 220210 (-10)

32% less call options, than puts

Call options by funds: $2.24M | Put options by funds: $3.28M

35% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 60

Holders
210
Holders Change
-10
Holders Change %
-4.55%
% of All Funds
4.56%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
% of All Funds
0.09%
New
49
Increased
39
Reduced
60
Closed
54
Calls
$2.24M
Puts
$3.28M
Net Calls
-$1.03M
Net Calls Change
-$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
WJA
51
Williams Jones & Associates
New York
$1.5M -$87.5K -2,500 -5%
ONB
52
Old National Bancorp
Indiana
$1.5M
ECM
53
Estabrook Capital Management
New York
$1.39M
Neuberger Berman Group
54
Neuberger Berman Group
New York
$1.3M +$70K +2,000 +6%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$1.25M +$78.3K +2,238 +7%
LWAC
56
Laurel Wealth Advisors (California)
California
$1.19M +$6.41K +183 +0.5%
EAM
57
Eventide Asset Management
Massachusetts
$1.15M
RIA
58
RPG Investment Advisory
California
$1.14M +$45.5K +1,300 +4%
VCM
59
Vivaldi Capital Management
Illinois
$1.1M +$1.11M +31,657 New
PMG
60
ProVise Management Group
Florida
$1.06M -$501K -14,307 -32%
Creative Planning
61
Creative Planning
Kansas
$1.06M -$11.6K -331 -1%
CAM
62
Costello Asset Management
Pennsylvania
$1.05M -$93.5K -2,670 -8%
EIP
63
Ellis Investment Partners
Pennsylvania
$1.03M
NEI
64
Northwest & Ethical Investments
Ontario, Canada
$966K -$23.9K -684 -2%
TA
65
Tiedemann Advisors
New York
$931K -$9.53M -272,222 -91%
ADMI
66
Albert D. Mason Inc
Massachusetts
$920K -$702K -20,059 -43%
Stifel Financial
67
Stifel Financial
Missouri
$824K -$180K -5,132 -18%
FPS
68
Fieldpoint Private Securities
Connecticut
$819K
SG Americas Securities
69
SG Americas Securities
New York
$817K +$821K +23,452 New
JMPWA
70
JP Morgan Private Wealth Advisors
California
$804K +$105K +2,987 +15%
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$762K -$80.9K -2,312 -10%
GC
72
Guggenheim Capital
Illinois
$745K +$54.8K +1,566 +8%
MCM
73
McKinley Capital Management
Alaska
$732K -$245K -7,006 -25%
Sumitomo Mitsui Trust Group
74
Sumitomo Mitsui Trust Group
Japan
$732K -$105K -3,000 -13%
BTS
75
BB&T Securities
Virginia
$727K -$818K -23,369 -53%

APU Hedge Fund Activity: Q2 2019 in Review

210 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in AmeriGas Partners, L.P. (APU) for Q2 2019, worth a combined $1.07B — up 56% from $689M a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of APU and 49 opened new positions — a net loss of 5 holders — while 60 trimmed existing stakes and 39 added.

The largest buyer was Water Island Capital, opening a new position worth an estimated $149M. The largest seller was Energy Income Partners, exiting entirely with an estimated $137M sold.

  • 210 institutional investors held AmeriGas Partners, L.P. (APU) as of Q2 2019, down from 220 in Q1 2019.
  • Funds reported $1.07B of AmeriGas Partners, L.P. stock for Q2 2019, up 56% quarter-over-quarter.
  • 49 funds opened new AmeriGas Partners, L.P. positions in Q2 2019 and 54 closed out, a net change of -5 holders.
  • The largest AmeriGas Partners, L.P. buyer in Q2 2019 was Water Island Capital, an estimated $149M added.
  • The largest AmeriGas Partners, L.P. seller in Q2 2019 was Energy Income Partners, an estimated $137M sold.

Based on aggregated 13F filings for Q2 2019.