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APU

AmeriGas Partners, L.P.
APU

Delisted

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

234 hedge funds and large institutions have $1.08B invested in AmeriGas Partners, L.P. in 2016 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 65 increasing their positions, 62 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more call options, than puts

Call options by funds: $4.35M | Put options by funds: $1.97M

100% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 21

7% more funds holding

Funds holding: 218234 (+16)

6% more capital invested

Capital invested by funds: $1.02B → $1.08B (+$61M)

5% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 62

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
234
Holders Change
+16
Holders Change %
+7.34%
% of All Funds
5.85%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
42
Increased
65
Reduced
62
Closed
21
Calls
$4.35M
Puts
$1.97M
Net Calls
+$2.37M
Net Calls Change
+$2.97M
Name Holding Trade Value Shares
Change
Change in
Stake
O
1
OppenheimerFunds
New York
$240M +$49.1M +1,072,180 +27%
EIP
2
Energy Income Partners
Connecticut
$104M +$7.12M +155,485 +8%
Goldman Sachs
3
Goldman Sachs
New York
$67.9M -$19.9M -434,295 -23%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$67.9M +$360K +7,857 +0.6%
ClearBridge Investments
5
ClearBridge Investments
New York
$60.5M
JP Morgan Chase
6
JP Morgan Chase
New York
$51.5M +$2.31M +50,337 +5%
RRAM
7
River Road Asset Management
Kentucky
$44.8M +$428K +9,353 +1%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$35.3M -$206K -4,500 -0.6%
OC
9
Oppenheimer & Co
New York
$20.9M -$229K -4,993 -1%
Allianz Asset Management
10
Allianz Asset Management
Germany
$20M -$3.22M -70,300 -14%
UBS Group
11
UBS Group
Switzerland
$19.9M +$933K +20,368 +5%
RJA
12
Raymond James & Associates
Florida
$19.1M -$310K -6,766 -2%
CC
13
Cannell & Co
New York
$16.9M -$980K -21,389 -6%
WJA
14
Williams Jones & Associates
New York
$16.3M +$289K +6,310 +2%
Bank of America
15
Bank of America
North Carolina
$13.3M -$524K -11,444 -4%
MIS
16
Morningstar Investment Services
Illinois
$12.3M +$374K +8,168 +3%
Morgan Stanley
17
Morgan Stanley
New York
$11.5M -$3.63M -79,163 -25%
DW
18
Domani Wealth
Pennsylvania
$9.89M +$4.63K +101 +0%
Wells Fargo
19
Wells Fargo
California
$9.65M -$965K -21,058 -9%
Bessemer Group
20
Bessemer Group
New Jersey
$8.96M
COPPSERS
21
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$8.76M -$1.85M -40,440 -18%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$8.48M +$1.3M +28,400 +19%
MHI
23
Miller Howard Investments
New York
$8.16M +$1.92K +42 +0%
Neuberger Berman Group
24
Neuberger Berman Group
New York
$7.79M -$1.63M -35,575 -18%
EIA
25
Edgemoor Investment Advisors
Maryland
$7.09M +$548K +11,960 +9%

APU Hedge Fund Activity: Q4 2016 in Review

234 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in AmeriGas Partners, L.P. (APU) for Q4 2016, worth a combined $1.08B — up 6% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new APU positions and 21 closed out — a net gain of 21 holders — while 65 added to existing stakes and 62 trimmed.

The largest buyer was OppenheimerFunds, adding an estimated $49.1M. The largest seller was Goldman Sachs, cutting an estimated $19.9M.

  • 234 institutional investors held AmeriGas Partners, L.P. (APU) as of Q4 2016, up from 218 in Q3 2016.
  • Funds reported $1.08B of AmeriGas Partners, L.P. stock for Q4 2016, up 6% quarter-over-quarter.
  • 42 funds opened new AmeriGas Partners, L.P. positions in Q4 2016 and 21 closed out, a net change of +21 holders.
  • The largest AmeriGas Partners, L.P. buyer in Q4 2016 was OppenheimerFunds, an estimated $49.1M added.
  • The largest AmeriGas Partners, L.P. seller in Q4 2016 was Goldman Sachs, an estimated $19.9M sold.

Based on aggregated 13F filings for Q4 2016.