We are live on ! Find out more
APU

AmeriGas Partners, L.P.
APU

Delisted

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

206 hedge funds and large institutions have $996M invested in AmeriGas Partners, L.P. in 2015 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 64 increasing their positions, 68 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 18

2% more funds holding

Funds holding: 202206 (+4)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 68

10% less capital invested

Capital invested by funds: $1.1B → $996M (-$108M)

10% less call options, than puts

Call options by funds: $3.81M | Put options by funds: $4.23M

Holders
206
Holders Change
+4
Holders Change %
+1.98%
% of All Funds
5.75%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
25
Increased
64
Reduced
68
Closed
18
Calls
$3.81M
Puts
$4.23M
Net Calls
-$429K
Net Calls Change
-$2.63M
Name Holding Trade Value Shares
Change
Change in
Stake
O
1
OppenheimerFunds
New York
$170M +$13.9M +311,325 +8%
EIP
2
Energy Income Partners
Connecticut
$139M -$19.2M -430,605 -11%
Goldman Sachs
3
Goldman Sachs
New York
$53.4M -$10.7M -240,785 -16%
CNB
4
City National Bank
California
$52.8M +$1.74M +38,939 +3%
JP Morgan Chase
5
JP Morgan Chase
New York
$43.5M -$9.13M -204,630 -16%
CIBC Private Wealth Group
6
CIBC Private Wealth Group
Georgia
$39.5M -$458K -10,258 -1%
ClearBridge Investments
7
ClearBridge Investments
New York
$36.2M
RRAM
8
River Road Asset Management
Kentucky
$33.6M -$1M -22,486 -3%
HFA
9
Harvest Fund Advisors
Pennsylvania
$29.4M +$5.32M +119,145 +20%
MHI
10
Miller Howard Investments
New York
$27M -$528K -11,829 -2%
OC
11
Oppenheimer & Co
New York
$18.5M +$2.75M +61,567 +16%
UBS Group
12
UBS Group
Switzerland
$18.4M +$1.88M +42,133 +11%
Morgan Stanley
13
Morgan Stanley
New York
$18M -$1.61M -36,114 -8%
WJA
14
Williams Jones & Associates
New York
$17.7M +$397K +8,885 +2%
RJA
15
Raymond James & Associates
Florida
$15.6M -$149K -3,335 -0.9%
DPIM
16
Duff & Phelps Investment Management
Illinois
$14.3M -$3.12M -70,000 -17%
CS
17
Credit Suisse
Switzerland
$13M -$3.41M -76,492 -20%
Bank of America
18
Bank of America
North Carolina
$10.7M +$993K +22,234 +9%
COPPSERS
19
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$10M +$1.19M +26,580 +12%
Deutsche Bank
20
Deutsche Bank
Germany
$9.8M +$7.82M +175,184 +288%
Renaissance Technologies
21
Renaissance Technologies
New York
$9.38M +$8.22M +184,162 +441%
Wells Fargo
22
Wells Fargo
California
$8.56M -$1.08M -24,271 -11%
DW
23
Domani Wealth
Pennsylvania
$8.34M -$72K -1,612 -0.8%
MIS
24
Morningstar Investment Services
Illinois
$7.68M -$127K -2,851 -2%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$7.28M -$1.02M -22,800 -12%

APU Hedge Fund Activity: Q3 2015 in Review

206 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in AmeriGas Partners, L.P. (APU) for Q3 2015, worth a combined $996M — down 9.8% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new APU positions and 18 closed out — a net gain of 7 holders — while 64 added to existing stakes and 68 trimmed.

The largest buyer was OppenheimerFunds, adding an estimated $13.9M. The largest seller was Energy Income Partners, cutting an estimated $19.2M.

  • 206 institutional investors held AmeriGas Partners, L.P. (APU) as of Q3 2015, up from 202 in Q2 2015.
  • Funds reported $996M of AmeriGas Partners, L.P. stock for Q3 2015, down 9.8% quarter-over-quarter.
  • 25 funds opened new AmeriGas Partners, L.P. positions in Q3 2015 and 18 closed out, a net change of +7 holders.
  • The largest AmeriGas Partners, L.P. buyer in Q3 2015 was OppenheimerFunds, an estimated $13.9M added.
  • The largest AmeriGas Partners, L.P. seller in Q3 2015 was Energy Income Partners, an estimated $19.2M sold.

Based on aggregated 13F filings for Q3 2015.