We are live on ! Find out more
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
CS
101
Credit Suisse
Switzerland
$355K +$53.7K +1,547 +12%
AA
102
AQR Arbitrage
Connecticut
$351K
PA
103
Pinnacle Associates
New York
$349K -$112K -3,218 -19%
WSFS
104
Wilmington Savings Fund Society
Delaware
$332K +$135K +3,889 +42%
MML Investors Services
105
MML Investors Services
Massachusetts
$326K +$28.4K +818 +7%
NIA
106
Northstar Investment Advisors
Colorado
$310K
Russell Investments Group
107
Russell Investments Group
United Kingdom
$306K -$1.06M -30,431 -72%
ADBIC
108
A.D. Beadell Investment Counsel
Wisconsin
$304K +$20K +575 +5%
AIA
109
Arrow Investment Advisors
Maryland
$300K +$15K +433 +4%
OPCM
110
Osborne Partners Capital Management
California
$276K
BAM
111
Bruderman Asset Management
New York
$276K +$372K +10,712 +5,638%
VNA
112
Valley National Advisers
Pennsylvania
$259K -$508K -14,634 -59%
ACI
113
Alpha Cubed Investments
California
$246K
SB
114
Suntrust Banks
Georgia
$243K +$333K +9,587 New
GH
115
GAM Holding
Switzerland
$242K -$142K -4,093 -29%
FHB
116
First Hawaiian Bank
Hawaii
$235K
IA
117
IFP Advisors
Florida
$230K -$81.1K -2,335 -20%
BNP Paribas Financial Markets
118
BNP Paribas Financial Markets
France
$222K -$27.4K -790 -8%
FCA
119
FLC Capital Advisors
California
$220K +$302K +8,691 New
Envestnet Asset Management
120
Envestnet Asset Management
Illinois
$219K +$301K +8,662 New
CB
121
Chemical Bank
Michigan
$216K -$104K -3,000 -26%
TCOV
122
Trust Company of Vermont
Vermont
$215K
CG
123
CFO4Life Group
Texas
$209K +$287K +8,255 New
BUB
124
BBVA USA Bancshares
Texas
$192K -$33.6K -966 -11%
MFW
125
Mosaic Family Wealth
Missouri
$175K +$938 +27 +0.4%

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.