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APU

AmeriGas Partners, L.P.
APU

Delisted

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

232 hedge funds and large institutions have $1.1B invested in AmeriGas Partners, L.P. in 2017 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 76 increasing their positions, 70 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more call options, than puts

Call options by funds: $8.74M | Put options by funds: $3.88M

9% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 70

5% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 20

1% more capital invested

Capital invested by funds: $1.08B → $1.1B (+$13.8M)

1% less funds holding

Funds holding: 234232 (-2)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
232
Holders Change
-2
Holders Change %
-0.85%
% of All Funds
5.78%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
21
Increased
76
Reduced
70
Closed
20
Calls
$8.74M
Puts
$3.88M
Net Calls
+$4.86M
Net Calls Change
+$2.49M
Name Holding Trade Value Shares
Change
Change in
Stake
O
1
OppenheimerFunds
New York
$238M +$2.72M +57,470 +1%
EIP
2
Energy Income Partners
Connecticut
$104M +$1.83M +38,685 +2%
Goldman Sachs
3
Goldman Sachs
New York
$70.5M +$3.86M +81,548 +6%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$69.3M +$2.66M +56,334 +4%
ClearBridge Investments
5
ClearBridge Investments
New York
$59.5M
JP Morgan Chase
6
JP Morgan Chase
New York
$54M +$3.36M +71,075 +7%
RRAM
7
River Road Asset Management
Kentucky
$42.4M -$1.63M -34,414 -4%
Allianz Asset Management
8
Allianz Asset Management
Germany
$36M +$16.4M +346,800 +83%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$34.8M +$180K +3,800 +0.5%
OC
10
Oppenheimer & Co
New York
$19.4M -$1.18M -24,902 -6%
RJA
11
Raymond James & Associates
Florida
$18.7M -$26.3K -557 -0.1%
UBS Group
12
UBS Group
Switzerland
$18.3M -$1.18M -24,986 -6%
Morgan Stanley
13
Morgan Stanley
New York
$17.4M +$6.17M +130,433 +54%
CC
14
Cannell & Co
New York
$15.9M -$801K -16,940 -5%
WJA
15
Williams Jones & Associates
New York
$14.7M -$1.3M -27,410 -8%
Bank of America
16
Bank of America
North Carolina
$13M -$82.1K -1,737 -0.6%
MIS
17
Morningstar Investment Services
Illinois
$12M -$145K -3,067 -1%
DW
18
Domani Wealth
Pennsylvania
$9.72M
Bessemer Group
19
Bessemer Group
New Jersey
$8.81M +$5.91K +125 +0.1%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$8.56M +$227K +4,800 +3%
MHI
21
Miller Howard Investments
New York
$8.02M -$1.99K -42 -0%
EIA
22
Edgemoor Investment Advisors
Maryland
$7.75M +$781K +16,512 +11%
GXMC
23
Global X Management Company
New York
$7.34M +$2.96M +62,510 +67%
Wells Fargo
24
Wells Fargo
California
$7.33M -$2.16M -45,794 -23%
Neuberger Berman Group
25
Neuberger Berman Group
New York
$7.11M -$554K -11,725 -7%

APU Hedge Fund Activity: Q1 2017 in Review

232 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in AmeriGas Partners, L.P. (APU) for Q1 2017, worth a combined $1.1B — up 1.3% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new APU positions and 20 closed out — a net gain of 1 holder — while 76 added to existing stakes and 70 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $16.4M. The largest seller was CIBC Private Wealth Group, exiting entirely with an estimated $2.2M sold.

  • 232 institutional investors held AmeriGas Partners, L.P. (APU) as of Q1 2017, down from 234 in Q4 2016.
  • Funds reported $1.1B of AmeriGas Partners, L.P. stock for Q1 2017, up 1.3% quarter-over-quarter.
  • 21 funds opened new AmeriGas Partners, L.P. positions in Q1 2017 and 20 closed out, a net change of +1 holder.
  • The largest AmeriGas Partners, L.P. buyer in Q1 2017 was Allianz Asset Management, an estimated $16.4M added.
  • The largest AmeriGas Partners, L.P. seller in Q1 2017 was CIBC Private Wealth Group, an estimated $2.2M sold.

Based on aggregated 13F filings for Q1 2017.