We are live on ! Find out more
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
Ohio Public Employees Retirement System (OPERS)
76
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.12M
FI
77
FCM Investments
Texas
$1.07M +$254K +5,445 +30%
FCH
78
Freestone Capital Holdings
Washington
$1.02M +$1.04M +22,311 New
PCM
79
Palisade Capital Management
New Jersey
$1M +$6.54K +140 +0.6%
FA
80
FDx Advisors
Illinois
$1M +$520K +11,137 +103%
TA
81
Tiedemann Advisors
New York
$1M +$94.2K +2,015 +10%
VNA
82
Valley National Advisers
Pennsylvania
$984K -$5.79K -124 -0.6%
AIP
83
ARS Investment Partners
New York
$984K
CPSAC
84
Chas P. Smith & Associates (CPS)
Florida
$984K +$682K +14,605 +211%
IC
85
Intersect Capital
California
$952K -$170K -3,635 -15%
PA
86
Pinnacle Associates
New York
$943K -$21.8K -467 -2%
KeyBank National Association
87
KeyBank National Association
Ohio
$943K +$29.2K +625 +3%
AG
88
Advisor Group
Arizona
$933K -$441K -9,440 -32%
MLICM
89
Metropolitan Life Insurance Company (MetLife)
New York
$913K
William Blair & Company
90
William Blair & Company
Illinois
$899K -$8.93K -191 -1%
CIC
91
Carnegie Investment Counsel
Ohio
$897K
HighTower Advisors
92
HighTower Advisors
Illinois
$875K +$99.9K +2,139 +13%
UCFA
93
United Capital Financial Advisors
Texas
$861K +$474K +10,150 +116%
WIM
94
Wilen Investment Management
Florida
$760K
BB
95
Bell Bank
North Dakota
$749K
IA
96
IFP Advisors
Florida
$748K +$13.7K +294 +2%
AllianceBernstein
97
AllianceBernstein
Tennessee
$747K +$5.42K +116 +0.7%
PG
98
PEAK6 Group
Illinois
$743K +$760K +16,268 New
OPCM
99
Osborne Partners Capital Management
California
$698K
HPC
100
HM Payson & Co
Maine
$634K

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.