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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
Rockefeller Capital Management
126
Rockefeller Capital Management
New York
$187K
CAPTRUST Financial Advisors
127
CAPTRUST Financial Advisors
North Carolina
$173K +$7K +200 +4%
CCM
128
Chicago Capital Management
Illinois
$152K +$152K +4,355 New
VNA
129
Valley National Advisers
Pennsylvania
$150K -$49.1K -1,404 -25%
US Bancorp
130
US Bancorp
Minnesota
$148K -$29.8K -850 -17%
NFG
131
Next Financial Group
Texas
$141K -$1.26K -36 -0.9%
BWL
132
Bogart Wealth LLC
Virginia
$141K
KCPG
133
Kavar Capital Partners Group
Kansas
$139K +$140K +4,001 New
FCT
134
Family Capital Trust
Massachusetts
$132K
RWA
135
Redhawk Wealth Advisors
Minnesota
$125K +$126K +3,593 New
TRCT
136
Tower Research Capital (TRC)
New York
$123K +$75K +2,144 +153%
AA
137
AlphaMark Advisors
Kentucky
$120K
JCM
138
Jacobi Capital Management
Pennsylvania
$115K +$1.36K +39 +1%
CL
139
CSS LLC
Illinois
$113K +$114K +3,250 New
GAM
140
Gemmer Asset Management
California
$113K +$114K +3,250 New
Simplex Trading
141
Simplex Trading
Illinois
$95K -$700K -19,998 -88%
APA
142
American Portfolios Advisors
New York
$87K -$69.7K -1,990 -44%
GAM
143
Griffin Asset Management
New York
$77K +$77.7K +2,221 New
QI
144
QS Investors
New York
$70K
WWM
145
Willingdon Wealth Management
North Carolina
$70K
ACS
146
Archford Capital Strategies
Illinois
$69K
ASN
147
Advisory Services Network
Georgia
$66K +$35.5K +1,015 +117%
SPIA
148
Steward Partners Investment Advisory
New York
$65K +$66.1K +1,889 New
MCM
149
McMillion Capital Management
North Carolina
$55K +$55.6K +1,590 New
Northwestern Mutual Wealth Management
150
Northwestern Mutual Wealth Management
Wisconsin
$52K +$17.5K +500 +50%

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.