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APU

AmeriGas Partners, L.P.
APU

Delisted

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

230 hedge funds and large institutions have $900M invested in AmeriGas Partners, L.P. in 2018 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 58 increasing their positions, 80 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $890M → $900M (+$10.2M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less funds holding

Funds holding: 237230 (-7)

18% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 28

28% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 80

60% less call options, than puts

Call options by funds: $4.26M | Put options by funds: $10.7M

Holders
230
Holders Change
-7
Holders Change %
-2.95%
% of All Funds
5.26%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
23
Increased
58
Reduced
80
Closed
28
Calls
$4.26M
Puts
$10.7M
Net Calls
-$6.44M
Net Calls Change
-$152K
Name Holding Trade Value Shares
Change
Change in
Stake
N
126
Nuveen
North Carolina
$282K -$275K -6,616 -10%
MSAM
127
Moloney Securities Asset Management
Missouri
$275K +$39.4K +946 +17%
LIM
128
Leavell Investment Management
Alabama
$274K
LCS
129
Levin Capital Strategies
New York
$274K
MC
130
Moors & Cabot
Massachusetts
$271K -$45.8K -1,100 -15%
DAM
131
Diamant Asset Management
Connecticut
$271K
SA
132
Strategic Advisors
New York
$266K -$141K -3,386 -35%
Manulife (Manufacturers Life Insurance)
133
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$252K +$94.9K +2,281 +62%
EB
134
Eastern Bank
Massachusetts
$251K
VCM
135
Virtue Capital Management
Tennessee
$246K +$219K +5,267 +946%
OWP
136
Obermeyer Wealth Partners
Colorado
$241K -$178K -4,267 -43%
LFAS
137
Level Four Advisory Services
Texas
$228K -$21.6K -519 -9%
Rockefeller Capital Management
138
Rockefeller Capital Management
New York
$226K
WAAG
139
Wealth Alliance Advisory Group
Kansas
$225K
SXL
140
Summit X LLC
Missouri
$221K -$40.8K -980 -16%
FMBTD
141
First Midwest Bank Trust Division
Illinois
$215K -$40K -960 -16%
RJT
142
Raymond James Trust
Florida
$211K -$10K -241 -5%
PD
143
Planning Directions
Pennsylvania
$210K +$207K +4,967 New
GLA
144
Good Life Advisors
Pennsylvania
$208K -$57.5K -1,381 -22%
Jane Street
145
Jane Street
New York
$208K +$205K +4,921 New
Bank of New York Mellon
146
Bank of New York Mellon
New York
$203K +$200K +4,801 New
UCFA
147
United Capital Financial Advisors
Texas
$203K +$200K +4,801 New
DAS
148
Dynamic Advisor Solutions
Arizona
$203K +$201K +4,826 New
KFGK
149
Keystone Financial Group (Kentucky)
Kentucky
$201K -$22.4K -538 -10%
Envestnet Asset Management
150
Envestnet Asset Management
Illinois
$185K -$2.75K -66 -1%

APU Hedge Fund Activity: Q2 2018 in Review

230 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in AmeriGas Partners, L.P. (APU) for Q2 2018, worth a combined $900M — up 1.1% from $890M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of APU and 23 opened new positions — a net loss of 5 holders — while 80 trimmed existing stakes and 58 added.

The largest buyer was Cornerstone Wealth Management, adding an estimated $8.23M. The largest seller was OppenheimerFunds, cutting an estimated $16.8M.

  • 230 institutional investors held AmeriGas Partners, L.P. (APU) as of Q2 2018, down from 237 in Q1 2018.
  • Funds reported $900M of AmeriGas Partners, L.P. stock for Q2 2018, up 1.1% quarter-over-quarter.
  • 23 funds opened new AmeriGas Partners, L.P. positions in Q2 2018 and 28 closed out, a net change of -5 holders.
  • The largest AmeriGas Partners, L.P. buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $8.23M added.
  • The largest AmeriGas Partners, L.P. seller in Q2 2018 was OppenheimerFunds, an estimated $16.8M sold.

Based on aggregated 13F filings for Q2 2018.