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APU

AmeriGas Partners, L.P.
APU

Delisted

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

212 hedge funds and large institutions have $563M invested in AmeriGas Partners, L.P. in 2018 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 50 increasing their positions, 75 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less funds holding

Funds holding: 233212 (-21)

33% less capital invested

Capital invested by funds: $843M → $563M (-$280M)

33% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 75

35% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 57

63% less call options, than puts

Call options by funds: $3.19M | Put options by funds: $8.7M

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
212
Holders Change
-21
Holders Change %
-9.01%
% of All Funds
4.72%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
37
Increased
50
Reduced
75
Closed
57
Calls
$3.19M
Puts
$8.7M
Net Calls
-$5.52M
Net Calls Change
+$1.95M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
176
Shamrock Asset Management
Texas
$16K
AIC
177
Archer Investment Corporation
Indiana
$16K +$22.6K +650 New
Carson Wealth (CWM LLC)
178
Carson Wealth (CWM LLC)
Nebraska
$16K +$22.6K +650 New
KTC
179
Kistler-Tiffany Companies
Pennsylvania
$15K -$115K -3,306 -85%
AWMS
180
Advocacy Wealth Management Services
Georgia
$15K
JWA
181
JFS Wealth Advisors
Pennsylvania
$15K
CFA
182
Carroll Financial Associates
North Carolina
$15K +$13.2K +380 +257%
WCM
183
Whitener Capital Management
North Carolina
$14K
THWM
184
Taylor Hoffman Wealth Management
Virginia
$14K +$347 +10 +2%
WB
185
Webster Bank
Connecticut
$13K
CTC
186
Central Trust Company
Missouri
$12K
LF
187
Lee Financial
Texas
$12K
TCM
188
TD Capital Management
Tennessee
$11K
BAM
189
Barrett Asset Management
New York
$10K -$13.9K -400 -50%
BFEC
190
Benjamin F. Edwards & Company
Missouri
$10K
TCM
191
Tradewinds Capital Management
Washington
$10K
BCM
192
Blume Capital Management
California
$9K
DSC
193
Duncker Streett & Co
Missouri
$9K
DAM
194
Delta Asset Management
Tennessee
$8K
HNB
195
Huntington National Bank
Ohio
$8K
SWP
196
Strategic Wealth Partners
Ohio
$8K
TFS
197
TrustCore Financial Services
Tennessee
$8K
LYV
198
Live Your Vision
Pennsylvania
$6K
WEC
199
Winslow Evans & Crocker
Massachusetts
$6K
EI
200
Ellevest Inc
New York
$6K +$8.34K +240 New

APU Hedge Fund Activity: Q4 2018 in Review

212 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in AmeriGas Partners, L.P. (APU) for Q4 2018, worth a combined $563M — down 33% from $843M a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of APU and 37 opened new positions — a net loss of 20 holders — while 75 trimmed existing stakes and 50 added.

The largest buyer was OppenheimerFunds, adding an estimated $28.8M. The largest seller was JP Morgan Chase, cutting an estimated $35.8M.

  • 212 institutional investors held AmeriGas Partners, L.P. (APU) as of Q4 2018, down from 233 in Q3 2018.
  • Funds reported $563M of AmeriGas Partners, L.P. stock for Q4 2018, down 33% quarter-over-quarter.
  • 37 funds opened new AmeriGas Partners, L.P. positions in Q4 2018 and 57 closed out, a net change of -20 holders.
  • The largest AmeriGas Partners, L.P. buyer in Q4 2018 was OppenheimerFunds, an estimated $28.8M added.
  • The largest AmeriGas Partners, L.P. seller in Q4 2018 was JP Morgan Chase, an estimated $35.8M sold.

Based on aggregated 13F filings for Q4 2018.