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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
AOWM
201
Alpha Omega Wealth Management
Virginia
$5K
BRC
202
Bell Rock Capital
Delaware
$5K
PGWM
203
Parisi Gray Wealth Management
New Jersey
$5K
HI
204
Hudock Inc
Pennsylvania
$5K +$104 +3 +1%
PWMG
205
Prestige Wealth Management Group
New Jersey
$5K +$7.09K +204 New
WCM
206
WealthBridge Capital Management
Ohio
$5K +$7.47K +215 New
BFC
207
Bedel Financial Consulting
Indiana
$3K
MWM
208
Mascoma Wealth Management
New Hampshire
$3K
QCIG
209
Quad-Cities Investment Group
Iowa
$3K
AIM
210
Advantage Investment Management
Iowa
$2K
JFGIW
211
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K +$2.12K +61 New
FHA
212
Flagship Harbor Advisors
Massachusetts
$1K
SIS
213
Sound Income Strategies
Florida
$1K
ZB
214
Zions Bancorporation
Utah
$1K +$903 +26 New
GT
215
Glenmede Trust
Pennsylvania
$712 +$266K +7,655 +37%
Allianz Asset Management
216
Allianz Asset Management
Germany
-$20.1M -508,421 Closed
CWM
217
Cornerstone Wealth Management
Missouri
-$5.6M -251,487 Closed
MHI
218
Miller Howard Investments
New York
-$6.71M -169,846 Closed
SG Americas Securities
219
SG Americas Securities
New York
-$2.72M -68,870 Closed
N
220
Nuveen
North Carolina
-$2.01M -50,924 Closed
GCP
221
GSA Capital Partners
United Kingdom
-$1.35M -34,224 Closed
CA
222
Cetera Advisors
Colorado
-$1M -25,064 Closed
FA
223
FDx Advisors
Illinois
-$881K -22,294 Closed
AIP
224
ARS Investment Partners
New York
-$774K -19,600 Closed
AFS
225
Access Financial Services
Minnesota
-$737K -18,662 Closed

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.