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APU

AmeriGas Partners, L.P.
APU

Delisted

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

217 hedge funds and large institutions have $822M invested in AmeriGas Partners, L.P. in 2015 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 60 increasing their positions, 69 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 26

5% more funds holding

Funds holding: 206217 (+11)

13% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 69

17% less capital invested

Capital invested by funds: $996M → $822M (-$174M)

27% less call options, than puts

Call options by funds: $4.24M | Put options by funds: $5.83M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
217
Holders Change
+11
Holders Change %
+5.34%
% of All Funds
5.69%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
39
Increased
60
Reduced
69
Closed
26
Calls
$4.24M
Puts
$5.83M
Net Calls
-$1.59M
Net Calls Change
-$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
GCP
126
GSA Capital Partners
United Kingdom
$315K +$363K +9,200 New
Bank of New York Mellon
127
Bank of New York Mellon
New York
$312K -$49.6K -1,256 -12%
TCOV
128
Trust Company of Vermont
Vermont
$302K
Rafferty Asset Management
129
Rafferty Asset Management
New York
$300K -$54.6K -1,383 -14%
GLRA
130
Gerald L. Ray & Associates
Texas
$296K
Envestnet Asset Management
131
Envestnet Asset Management
Illinois
$290K -$150K -3,789 -31%
DDPIC
132
Deroy & Devereaux Private Investment Counsel
Michigan
$286K +$55.3K +1,400 +20%
CYG
133
Clean Yield Group
Vermont
$280K -$13.8K -350 -4%
VAM
134
Verity Asset Management
North Carolina
$275K +$54.9K +1,390 +21%
MFW
135
Mosaic Family Wealth
Missouri
$270K +$312K +7,899 New
CA
136
Cetera Advisors
Colorado
$269K +$14.4K +365 +5%
VNA
137
Valley National Advisers
Pennsylvania
$263K -$385K -9,747 -56%
KFA
138
Kelleher Financial Advisors
New York
$262K
CB
139
Chemical Bank
Michigan
$260K
NL
140
NWAM LLC
Washington
$248K -$29.9K -758 -9%
BF
141
BOK Financial
Oklahoma
$243K
HBWM
142
Hollow Brook Wealth Management
New York
$241K +$79.9K +2,024 +40%
ICAS
143
Investors Capital Advisory Services
Massachusetts
$239K -$134K -3,385 -33%
RJT
144
Raymond James Trust
Florida
$228K -$26.6K -674 -9%
CT
145
Chicago Trust
Illinois
$223K -$3.16K -80 -1%
BFS
146
Bradley Foster & Sargent
Connecticut
$218K -$31.6K -800 -11%
WSFS
147
Wilmington Savings Fund Society
Delaware
$209K
FIM
148
Frontier Investment Management
Texas
$206K +$2.25K +57 +1%
EB
149
Eastern Bank
Massachusetts
$204K
MFS
150
MSI Financial Services
Massachusetts
$178K +$97.2K +2,462 +90%

APU Hedge Fund Activity: Q4 2015 in Review

217 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in AmeriGas Partners, L.P. (APU) for Q4 2015, worth a combined $822M — down 17% from $996M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new APU positions and 26 closed out — a net gain of 13 holders — while 60 added to existing stakes and 69 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $47.9M. The largest seller was Energy Income Partners, cutting an estimated $24.2M.

  • 217 institutional investors held AmeriGas Partners, L.P. (APU) as of Q4 2015, up from 206 in Q3 2015.
  • Funds reported $822M of AmeriGas Partners, L.P. stock for Q4 2015, down 17% quarter-over-quarter.
  • 39 funds opened new AmeriGas Partners, L.P. positions in Q4 2015 and 26 closed out, a net change of +13 holders.
  • The largest AmeriGas Partners, L.P. buyer in Q4 2015 was Royal Bank of Canada, an estimated $47.9M added.
  • The largest AmeriGas Partners, L.P. seller in Q4 2015 was Energy Income Partners, an estimated $24.2M sold.

Based on aggregated 13F filings for Q4 2015.