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APU

AmeriGas Partners, L.P.
APU

Delisted

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

218 hedge funds and large institutions have $1.02B invested in AmeriGas Partners, L.P. in 2016 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 80 increasing their positions, 54 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 54

2% less capital invested

Capital invested by funds: $1.04B → $1.02B (-$22M)

4% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 24

2% less funds holding

Funds holding: 223218 (-5)

16% less call options, than puts

Call options by funds: $3.24M | Put options by funds: $3.84M

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
218
Holders Change
-5
Holders Change %
-2.24%
% of All Funds
5.82%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
23
Increased
80
Reduced
54
Closed
24
Calls
$3.24M
Puts
$3.84M
Net Calls
-$597K
Net Calls Change
-$3.08M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
201
Hudock Inc
Pennsylvania
$22K
HR
202
Howe & Rusling
New York
$19K
BCM
203
Blume Capital Management
California
$18K
PSUF
204
People's United Financial
Connecticut
$18K +$47 +1 +0.3%
PCA
205
Peddock Capital Advisors
Massachusetts
$18K +$18.7K +400 New
CMBA
206
C.M. Bidwell & Associates
Hawaii
$17K
WEC
207
Winslow Evans & Crocker
Massachusetts
$16.1K
Thrivent Financial for Lutherans
208
Thrivent Financial for Lutherans
Minnesota
$16K
ASN
209
Advisory Services Network
Georgia
$16K +$280 +6 +2%
BCI
210
Brinker Capital Investments
Pennsylvania
$15K +$15K +320 New
ARMC
211
American Research & Management Company
Massachusetts
$14K
CA
212
Cumberland Advisors
Florida
$14K
DAM
213
Delta Asset Management
Tennessee
$14K
BAM
214
Bruderman Asset Management
New York
$9K -$5.14K -110 -37%
CTC
215
Central Trust Company
Missouri
$9K
GBBWRPM
216
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$9K
HPBT
217
High Point Bank & Trust
North Carolina
$8K
WAM
218
Wealthspire Advisors (Maryland)
Maryland
$7K
FWM
219
Focused Wealth Management
New York
$6K +$93 +2 +2%
CFA
220
Carroll Financial Associates
North Carolina
$5K +$93 +2 +2%
PWM
221
Perigon Wealth Management
California
$5K +$4.95K +106 New
JFA
222
JNBA Financial Advisors
Minnesota
$2K +$841 +18 +56%
S
223
SignatureFD
Georgia
$2K +$2.34K +50 New
Cohen & Steers
224
Cohen & Steers
New York
-$3.66M -78,468 Closed
SG Americas Securities
225
SG Americas Securities
New York
-$2.5M -53,563 Closed

APU Hedge Fund Activity: Q3 2016 in Review

218 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in AmeriGas Partners, L.P. (APU) for Q3 2016, worth a combined $1.02B — down 2.1% from $1.04B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of APU and 23 opened new positions — a net loss of 1 holder — while 54 trimmed existing stakes and 80 added.

The largest buyer was Fidelity Investments, adding an estimated $13.3M. The largest seller was Miller Howard Investments, cutting an estimated $21.5M.

  • 218 institutional investors held AmeriGas Partners, L.P. (APU) as of Q3 2016, down from 223 in Q2 2016.
  • Funds reported $1.02B of AmeriGas Partners, L.P. stock for Q3 2016, down 2.1% quarter-over-quarter.
  • 23 funds opened new AmeriGas Partners, L.P. positions in Q3 2016 and 24 closed out, a net change of -1 holder.
  • The largest AmeriGas Partners, L.P. buyer in Q3 2016 was Fidelity Investments, an estimated $13.3M added.
  • The largest AmeriGas Partners, L.P. seller in Q3 2016 was Miller Howard Investments, an estimated $21.5M sold.

Based on aggregated 13F filings for Q3 2016.