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APU

AmeriGas Partners, L.P.
APU

Delisted

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

239 hedge funds and large institutions have $1.06B invested in AmeriGas Partners, L.P. in 2017 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 64 increasing their positions, 61 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 22

8% more funds holding

Funds holding: 221239 (+18)

5% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 61

3% more capital invested

Capital invested by funds: $1.03B → $1.06B (+$32.4M)

9% less call options, than puts

Call options by funds: $3.94M | Put options by funds: $4.34M

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
239
Holders Change
+18
Holders Change %
+8.14%
% of All Funds
5.42%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
43
Increased
64
Reduced
61
Closed
22
Calls
$3.94M
Puts
$4.34M
Net Calls
-$405K
Net Calls Change
-$945K
Name Holding Trade Value Shares
Change
Change in
Stake
CYG
151
Clean Yield Group
Vermont
$222K
Manulife (Manufacturers Life Insurance)
152
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$218K -$4.77K -106 -2%
WI
153
Wedgewood Investors
Pennsylvania
$217K
FAAS
154
First Allied Advisory Services
California
$216K +$9K +200 +4%
BWL
155
Bogart Wealth LLC
Virginia
$213K -$268K -5,962 -56%
SWP
156
Stratos Wealth Partners
Ohio
$210K +$855 +19 +0.4%
GAG
157
GM Advisory Group
New York
$208K -$22.5K -500 -10%
SCM
158
Sterling Capital Management
North Carolina
$208K
NFG
159
Next Financial Group
Texas
$206K +$77.6K +1,724 +63%
KTC
160
Kistler-Tiffany Companies
Pennsylvania
$204K +$12K +267 +6%
AF
161
Affiance Financial
Minnesota
$203K -$2.48K -55 -1%
CCM
162
Catawba Capital Management
Virginia
$201K +$196K +4,350 New
Bank of New York Mellon
163
Bank of New York Mellon
New York
$201K +$196K +4,352 New
First Manhattan
164
First Manhattan
New York
$179K
APA
165
American Portfolios Advisors
New York
$176K +$172K +3,817 New
Bank of Montreal
166
Bank of Montreal
Ontario, Canada
$171K +$97.4K +2,164 +142%
CFA
167
Camarda Financial Advisors
Florida
$159K +$10K +223 +7%
EWM
168
Evercore Wealth Management
New York
$139K
1IA
169
1834 Investment Advisors
Wisconsin
$120K +$117K +2,590 New
BWM
170
Baystate Wealth Management
Massachusetts
$119K +$113K +2,510 New
SWM
171
SeaCrest Wealth Management
New York
$119K +$116K +2,583 New
FIB
172
First Interstate Bank
Montana
$116K -$38.3K -850 -25%
Northwestern Mutual Wealth Management
173
Northwestern Mutual Wealth Management
Wisconsin
$112K +$10.4K +230 +10%
NSIM
174
North Star Investment Management
Illinois
$111K
JCM
175
Jacobi Capital Management
Pennsylvania
$106K +$765 +17 +0.8%

APU Hedge Fund Activity: Q4 2017 in Review

239 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in AmeriGas Partners, L.P. (APU) for Q4 2017, worth a combined $1.06B — up 3.2% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new APU positions and 22 closed out — a net gain of 21 holders — while 64 added to existing stakes and 61 trimmed.

The largest buyer was Energy Income Partners, adding an estimated $27.4M. The largest seller was Goldman Sachs, cutting an estimated $16.5M.

  • 239 institutional investors held AmeriGas Partners, L.P. (APU) as of Q4 2017, up from 221 in Q3 2017.
  • Funds reported $1.06B of AmeriGas Partners, L.P. stock for Q4 2017, up 3.2% quarter-over-quarter.
  • 43 funds opened new AmeriGas Partners, L.P. positions in Q4 2017 and 22 closed out, a net change of +21 holders.
  • The largest AmeriGas Partners, L.P. buyer in Q4 2017 was Energy Income Partners, an estimated $27.4M added.
  • The largest AmeriGas Partners, L.P. seller in Q4 2017 was Goldman Sachs, an estimated $16.5M sold.

Based on aggregated 13F filings for Q4 2017.