We are live on ! Find out more
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
MWM
176
MinichMacGregor Wealth Management
New York
$51K +$250 +6 +0.5%
RWP
177
RWA Wealth Partners
Massachusetts
$51K +$49.9K +1,200 New
MGIA
178
Moneta Group Investment Advisors
Missouri
$50K -$2.04M -48,935 -98%
PR
179
Payden & Rygel
California
$47K
Fifth Third Bancorp
180
Fifth Third Bancorp
Ohio
$44K +$17.5K +421 +67%
ASN
181
Advisory Services Network
Georgia
$43K -$12.6K -303 -23%
CIBC Private Wealth Group
182
CIBC Private Wealth Group
Georgia
$42K
FANJ
183
Financial Architects (New Jersey)
New Jersey
$42K
KPCM
184
Kings Point Capital Management
New York
$42K
AA
185
Apriem Advisors
California
$42K +$41.6K +1,000 New
Bessemer Group
186
Bessemer Group
New Jersey
$39K
RWA
187
River Wealth Advisors
Pennsylvania
$39K +$38.1K +915 New
BAM
188
Barrett Asset Management
New York
$34K
WAM
189
Wealthspire Advisors (Maryland)
Maryland
$33K
RCAG
190
Rehmann Capital Advisory Group
Michigan
$32.8K +$9.16K +220 +39%
OSNBOA
191
Old Second National Bank of Aurora
Illinois
$32K
SAM
192
Shamrock Asset Management
Texas
$27K
AWMS
193
Advocacy Wealth Management Services
Georgia
$25K
JWA
194
JFS Wealth Advisors
Pennsylvania
$25K
CAPTRUST Financial Advisors
195
CAPTRUST Financial Advisors
North Carolina
$23K
THWM
196
Taylor Hoffman Wealth Management
Virginia
$23K +$333 +8 +1%
AWM
197
Aevitas Wealth Management
Massachusetts
$21K -$29.4K -707 -59%
WB
198
Webster Bank
Connecticut
$21K
LF
199
Lee Financial
Texas
$20K
SWP
200
Strategic Wealth Partners
Ohio
$18K -$45.8K -1,100 -72%

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.