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APU

AmeriGas Partners, L.P.
APU

Delisted

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

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223 hedge funds and large institutions have $1.04B invested in AmeriGas Partners, L.P. in 2016 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 82 increasing their positions, 54 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $6.99M | Put options by funds: $4.5M

52% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 54

25% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 24

5% more capital invested

Capital invested by funds: $992M → $1.04B (+$50M)

2% more funds holding

Funds holding: 219 → 223 (+4)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
223
Holders Change
+4
Holders Change %
+1.83%
% of All Funds
5.95%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
30
Increased
82
Reduced
54
Closed
24
Calls
$6.99M
Puts
$4.5M
Net Calls
+$2.48M
Net Calls Change
-$2.28M

Top Buyers

Rank Fund Capital Flow
1
ClearBridge Investments
ClearBridge Investments
New York
+$26.9M
2
Goldman Sachs
Goldman Sachs
New York
+$26M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$20M
4
RRAM
River Road Asset Management
Kentucky
+$5.84M
5
O
OppenheimerFunds
New York
+$3.49M

Top Sellers

Rank Fund Capital Flow
1
HFA
Harvest Fund Advisors
Pennsylvania
-$58.9M
2
EIP
Energy Income Partners
Connecticut
-$13.4M
3
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
-$9.51M
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$7.93M
5
Morgan Stanley
Morgan Stanley
New York
-$6.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
176
Bank of Montreal
Ontario, Canada
$85K -$1.52M -34,616 -95%
SF
177
Synovus Financial
Georgia
$84K – – –
JGIA
178
Jackson Grant Investment Advisers
Connecticut
$83K +$1.67K +38 +2%
AWM
179
Avior Wealth Management
Nebraska
$79K – – –
VIA
180
Vantage Investment Advisors
Pennsylvania
$79K +$74.5K +1,700 New
WT
181
Whittier Trust
California
$77K +$72.4K +1,651 New
CP
182
Corbenic Partners
Pennsylvania
$75K +$17.5K +400 +33%
SEI Investments
183
SEI Investments
Pennsylvania
$70K +$43.1K +983 +191%
NFG
184
Next Financial Group
Texas
$64K +$219 +5 +0.4%
MA
185
MCF Advisors
Kentucky
$64K +$1.93K +44 +3%
IF
186
Ironwood Financial
Arizona
$62K – – –
MWM
187
MinichMacGregor Wealth Management
New York
$58K +$175 +4 +0.3%
AIM
188
Acrospire Investment Management
Illinois
$51K -$74.5K -1,700 -61%
AA
189
Apriem Advisors
California
$47K – – –
KPCM
190
Kings Point Capital Management
New York
$47K – – –
WTB
191
Washington Trust Bank
Washington
$47K – – –
Bessemer Group
192
Bessemer Group
New Jersey
$43K – – –
BAM
193
Barrett Asset Management
New York
$37K – – –
CB
194
Community Bank
New York
$37K – – –
SAM
195
Shamrock Asset Management
Texas
$37K – – –
OSNBOA
196
Old Second National Bank of Aurora
Illinois
$35K – – –
CCM
197
Cribstone Capital Management
Maine
$31K +$29.2K +666 New
PIM
198
Parasol Investment Management
Illinois
$30K +$9.16K +209 +48%
JWA
199
JFS Wealth Advisors
Pennsylvania
$28K – – –
TRCT
200
Tower Research Capital (TRC)
New York
$27K +$25.6K +583 New
6 7
8
9 10

APU Hedge Fund Activity: Q2 2016 in Review

223 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in AmeriGas Partners, L.P. (APU) for Q2 2016, worth a combined $1.04B — up 5% from $992M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new APU positions and 24 closed out — a net gain of 6 holders — while 82 added to existing stakes and 54 trimmed.

The largest buyer was ClearBridge Investments, adding an estimated $26.9M. The largest seller was Harvest Fund Advisors, exiting entirely with an estimated $58.9M sold.

  • 223 institutional investors held AmeriGas Partners, L.P. (APU) as of Q2 2016, up from 219 in Q1 2016.
  • Funds reported $1.04B of AmeriGas Partners, L.P. stock for Q2 2016, up 5% quarter-over-quarter.
  • 30 funds opened new AmeriGas Partners, L.P. positions in Q2 2016 and 24 closed out, a net change of +6 holders.
  • The largest AmeriGas Partners, L.P. buyer in Q2 2016 was ClearBridge Investments, an estimated $26.9M added.
  • The largest AmeriGas Partners, L.P. seller in Q2 2016 was Harvest Fund Advisors, an estimated $58.9M sold.

Based on aggregated 13F filings for Q2 2016.