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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 $1.03B invested in AmeriGas Partners, L.P. in 2017 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 88 increasing their positions, 58 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

61% more call options, than puts

Call options by funds: $7.6M | Put options by funds: $4.72M

52% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 58

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

1% more funds holding

Funds holding: 232234 (+2)

6% less capital invested

Capital invested by funds: $1.1B → $1.03B (-$64.4M)

Holders
234
Holders Change
+2
Holders Change %
+0.86%
% of All Funds
5.83%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
26
Increased
88
Reduced
58
Closed
21
Calls
$7.6M
Puts
$4.72M
Net Calls
+$2.88M
Net Calls Change
-$1.98M
Name Holding Trade Value Shares
Change
Change in
Stake
O
1
OppenheimerFunds
New York
$197M -$31.1M -692,367 -14%
EIP
2
Energy Income Partners
Connecticut
$102M +$1.85M +41,225 +2%
Goldman Sachs
3
Goldman Sachs
New York
$77.3M +$9.62M +214,277 +14%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$68.7M +$2.17M +48,314 +3%
ClearBridge Investments
5
ClearBridge Investments
New York
$57M
JP Morgan Chase
6
JP Morgan Chase
New York
$47.4M -$4.31M -96,105 -8%
RRAM
7
River Road Asset Management
Kentucky
$39.8M -$813K -18,104 -2%
Allianz Asset Management
8
Allianz Asset Management
Germany
$35.5M +$916K +20,400 +3%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$33.4M
RJA
10
Raymond James & Associates
Florida
$18M +$99.2K +2,210 +0.6%
OC
11
Oppenheimer & Co
New York
$17.8M -$750K -16,716 -4%
UBS Group
12
UBS Group
Switzerland
$15.7M -$1.91M -42,514 -11%
CC
13
Cannell & Co
New York
$15.3M +$84.7K +1,887 +0.6%
WJA
14
Williams Jones & Associates
New York
$13.9M -$240K -5,345 -2%
Morgan Stanley
15
Morgan Stanley
New York
$13.1M -$3.56M -79,223 -21%
Bank of America
16
Bank of America
North Carolina
$11.9M -$569K -12,687 -5%
MIS
17
Morningstar Investment Services
Illinois
$11.4M -$65.5K -1,459 -0.6%
DW
18
Domani Wealth
Pennsylvania
$9.24M -$78.5K -1,750 -0.8%
Nordea Investment Management
19
Nordea Investment Management
Sweden
$8.78M +$8.72M +194,341 New
MHI
20
Miller Howard Investments
New York
$7.67M -$17.9K -398 -0.2%
GXMC
21
Global X Management Company
New York
$7.43M +$385K +8,579 +6%
EIA
22
Edgemoor Investment Advisors
Maryland
$7.42M -$13K -290 -0.2%
Wells Fargo
23
Wells Fargo
California
$7.23M +$200K +4,464 +3%
LPL Financial
24
LPL Financial
California
$6.81M +$269K +5,993 +4%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$6.66M +$323K +7,200 +5%

APU Hedge Fund Activity: Q2 2017 in Review

234 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in AmeriGas Partners, L.P. (APU) for Q2 2017, worth a combined $1.03B — down 5.9% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new APU positions and 21 closed out — a net gain of 5 holders — while 88 added to existing stakes and 58 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $9.62M. The largest seller was OppenheimerFunds, cutting an estimated $31.1M.

  • 234 institutional investors held AmeriGas Partners, L.P. (APU) as of Q2 2017, up from 232 in Q1 2017.
  • Funds reported $1.03B of AmeriGas Partners, L.P. stock for Q2 2017, down 5.9% quarter-over-quarter.
  • 26 funds opened new AmeriGas Partners, L.P. positions in Q2 2017 and 21 closed out, a net change of +5 holders.
  • The largest AmeriGas Partners, L.P. buyer in Q2 2017 was Goldman Sachs, an estimated $9.62M added.
  • The largest AmeriGas Partners, L.P. seller in Q2 2017 was OppenheimerFunds, an estimated $31.1M sold.

Based on aggregated 13F filings for Q2 2017.