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APU

AmeriGas Partners, L.P.
APU

Delisted

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

219 hedge funds and large institutions have $992M invested in AmeriGas Partners, L.P. in 2016 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 70 increasing their positions, 67 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

88% more call options, than puts

Call options by funds: $10.2M | Put options by funds: $5.43M

21% more capital invested

Capital invested by funds: $822M → $992M (+$170M)

14% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 28

4% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 67

1% more funds holding

Funds holding: 217219 (+2)

Holders
219
Holders Change
+2
Holders Change %
+0.92%
% of All Funds
5.84%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
32
Increased
70
Reduced
67
Closed
28
Calls
$10.2M
Puts
$5.43M
Net Calls
+$4.77M
Net Calls Change
+$6.36M
Name Holding Trade Value Shares
Change
Change in
Stake
O
1
OppenheimerFunds
New York
$164M -$9.89M -249,514 -6%
EIP
2
Energy Income Partners
Connecticut
$95.7M -$21.6M -544,958 -20%
HFA
3
Harvest Fund Advisors
Pennsylvania
$58.9M +$23M +580,614 +75%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$57.4M +$2.89M +72,791 +6%
Goldman Sachs
5
Goldman Sachs
New York
$46.6M +$2.57M +64,737 +6%
JP Morgan Chase
6
JP Morgan Chase
New York
$44.1M -$5.22M -131,576 -11%
Allianz Asset Management
7
Allianz Asset Management
Germany
$38.2M +$34.9M +879,700 New
RRAM
8
River Road Asset Management
Kentucky
$34.2M -$3.8M -95,789 -11%
ClearBridge Investments
9
ClearBridge Investments
New York
$28.2M -$2.79M -70,258 -10%
MHI
10
Miller Howard Investments
New York
$27.7M +$662K +16,686 +3%
Morgan Stanley
11
Morgan Stanley
New York
$22.4M +$1.41M +35,498 +7%
UBS Group
12
UBS Group
Switzerland
$20.8M +$4.35M +109,595 +30%
CC
13
Cannell & Co
New York
$19.6M -$5.61M -141,389 -24%
OC
14
Oppenheimer & Co
New York
$19.2M +$49.2K +1,241 +0.3%
COPPSERS
15
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$18M +$887K +22,363 +6%
RJA
16
Raymond James & Associates
Florida
$16.2M +$1.18M +29,691 +9%
WJA
17
Williams Jones & Associates
New York
$14.4M -$9.12K -230 -0.1%
Neuberger Berman Group
18
Neuberger Berman Group
New York
$11.5M +$10.5M +265,680 New
Bank of America
19
Bank of America
North Carolina
$11.3M +$37.7K +950 +0.4%
LPL Financial
20
LPL Financial
California
$10.8M +$237K +5,965 +2%
Wells Fargo
21
Wells Fargo
California
$9.86M +$839K +21,158 +10%
CS
22
Credit Suisse
Switzerland
$9.27M -$4.73M -119,308 -36%
MIS
23
Morningstar Investment Services
Illinois
$9.12M +$742K +18,711 +10%
DW
24
Domani Wealth
Pennsylvania
$8.98M +$228K +5,753 +3%
TT
25
Tiedemann Trust
Delaware
$8.6M +$1.39M +34,940 +21%

APU Hedge Fund Activity: Q1 2016 in Review

219 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in AmeriGas Partners, L.P. (APU) for Q1 2016, worth a combined $992M — up 21% from $822M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new APU positions and 28 closed out — a net gain of 4 holders — while 70 added to existing stakes and 67 trimmed.

The largest buyer was Allianz Asset Management, opening a new position worth an estimated $34.9M. The largest seller was CIBC Private Wealth Group, cutting an estimated $24.7M.

  • 219 institutional investors held AmeriGas Partners, L.P. (APU) as of Q1 2016, up from 217 in Q4 2015.
  • Funds reported $992M of AmeriGas Partners, L.P. stock for Q1 2016, up 21% quarter-over-quarter.
  • 32 funds opened new AmeriGas Partners, L.P. positions in Q1 2016 and 28 closed out, a net change of +4 holders.
  • The largest AmeriGas Partners, L.P. buyer in Q1 2016 was Allianz Asset Management, an estimated $34.9M added.
  • The largest AmeriGas Partners, L.P. seller in Q1 2016 was CIBC Private Wealth Group, an estimated $24.7M sold.

Based on aggregated 13F filings for Q1 2016.