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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
SFM
201
Signet Financial Management
New Jersey
$18K
BFEC
202
Benjamin F. Edwards & Company
Missouri
$17K
PCA
203
Peddock Capital Advisors
Massachusetts
$17K
TCM
204
Tradewinds Capital Management
Washington
$17K
ML
205
McAdam LLC
Pennsylvania
$16K
BCM
206
Blume Capital Management
California
$15K -$2.08K -50 -13%
DSC
207
Duncker Streett & Co
Missouri
$15K
CPIG
208
Chicago Partners Investment Group
Illinois
$15K +$250 +6 +2%
CTC
209
Central Trust Company
Missouri
$13K
DAM
210
Delta Asset Management
Tennessee
$13K
TFS
211
TrustCore Financial Services
Tennessee
$13K
GFP
212
Gryphon Financial Partners
Ohio
$13K +$7.49K +180 +150%
WEC
213
Winslow Evans & Crocker
Massachusetts
$10K
BRC
214
Bell Rock Capital
Delaware
$9K
AA
215
AlphaMark Advisors
Kentucky
$8K
AOWM
216
Alpha Omega Wealth Management
Virginia
$8K
BAM
217
Bruderman Asset Management
New York
$8K
LYV
218
Live Your Vision
Pennsylvania
$8K
PGWM
219
Parisi Gray Wealth Management
New Jersey
$8K
MA
220
MUFG Americas
New York
$8K +$8.32K +200 New
CFA
221
Carroll Financial Associates
North Carolina
$6K +$125 +3 +2%
IWP
222
Icon Wealth Partners
Texas
$5K +$5.29K +127 New
BFC
223
Bedel Financial Consulting
Indiana
$4K
HI
224
Hudock Inc
Pennsylvania
$4K +$125 +3 +3%
QCIG
225
Quad-Cities Investment Group
Iowa
$4K +$4.16K +100 New

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.