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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
KTC
151
Kistler-Tiffany Companies
Pennsylvania
$179K -$1.92K -46 -1%
BWL
152
Bogart Wealth LLC
Virginia
$168K -$12.5K -300 -7%
APA
153
American Portfolios Advisors
New York
$162K +$458 +11 +0.3%
ACS
154
Archford Capital Strategies
Illinois
$162K -$11.7K -280 -7%
FCT
155
Family Capital Trust
Massachusetts
$160K -$35.3K -848 -18%
B
156
Bridgeworth
Alabama
$155K +$153K +3,675 New
Bank of Montreal
157
Bank of Montreal
Ontario, Canada
$152K -$280K -6,732 -65%
CFA
158
Camarda Financial Advisors
Florida
$135K -$8.62K -207 -6%
First Manhattan
159
First Manhattan
New York
$126K -$27.1K -650 -18%
GTAM
160
Global Trust Asset Management
Florida
$114K
FIB
161
First Interstate Bank
Montana
$106K
SWM
162
SeaCrest Wealth Management
New York
$103K
TRCT
163
Tower Research Capital (TRC)
New York
$101K -$276K -6,640 -73%
NSIM
164
North Star Investment Management
Illinois
$101K
JCM
165
Jacobi Capital Management
Pennsylvania
$100K +$832 +20 +0.9%
HNB
166
Huntington National Bank
Ohio
$95K
QI
167
QS Investors
New York
$84K
WTB
168
Washington Trust Bank
Washington
$84K
WWM
169
Willingdon Wealth Management
North Carolina
$84K
SF
170
Synovus Financial
Georgia
$76K
Northwestern Mutual Wealth Management
171
Northwestern Mutual Wealth Management
Wisconsin
$69K -$66.1K -1,588 -49%
SPIA
172
Steward Partners Investment Advisory
New York
$63K +$25K +600 +67%
1IA
173
1834 Investment Advisors
Wisconsin
$59K
IF
174
Ironwood Financial
Arizona
$56K
PCIA
175
Prime Capital Investment Advisors
Kansas
$51K

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.