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APU

AmeriGas Partners, L.P.
APU

Delisted

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

221 hedge funds and large institutions have $1.03B invested in AmeriGas Partners, L.P. in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 74 increasing their positions, 65 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

14% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 65

9% more call options, than puts

Call options by funds: $6.46M | Put options by funds: $5.92M

0% less capital invested

Capital invested by funds: $1.03B → $1.03B (-$3.71M)

6% less funds holding

Funds holding: 234221 (-13)

42% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 24

Holders
221
Holders Change
-13
Holders Change %
-5.56%
% of All Funds
5.51%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
14
Increased
74
Reduced
65
Closed
24
Calls
$6.46M
Puts
$5.92M
Net Calls
+$540K
Net Calls Change
-$2.34M
Name Holding Trade Value Shares
Change
Change in
Stake
O
1
OppenheimerFunds
New York
$192M -$3.94M -89,265 -2%
EIP
2
Energy Income Partners
Connecticut
$113M +$11.8M +267,145 +12%
Goldman Sachs
3
Goldman Sachs
New York
$78.8M +$1.79M +40,644 +2%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$69.5M +$1.09M +24,631 +2%
JP Morgan Chase
5
JP Morgan Chase
New York
$59.5M +$12.7M +288,208 +27%
ClearBridge Investments
6
ClearBridge Investments
New York
$56.7M
RRAM
7
River Road Asset Management
Kentucky
$38.6M -$995K -22,546 -3%
Allianz Asset Management
8
Allianz Asset Management
Germany
$31.3M -$3.95M -89,500 -11%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$28.1M -$5.1M -115,500 -16%
TA
10
Tiedemann Advisors
New York
$21.4M +$98.8K +2,240 +5%
UBS Group
11
UBS Group
Switzerland
$18.4M +$2.78M +63,056 +18%
OC
12
Oppenheimer & Co
New York
$17.8M +$83.8K +1,899 +0.5%
RJA
13
Raymond James & Associates
Florida
$17.7M -$251K -5,692 -1%
CC
14
Cannell & Co
New York
$14.5M -$664K -15,042 -4%
WJA
15
Williams Jones & Associates
New York
$14.5M +$721K +16,350 +5%
Morgan Stanley
16
Morgan Stanley
New York
$11.6M -$1.41M -31,908 -11%
MIS
17
Morningstar Investment Services
Illinois
$10.7M -$630K -14,272 -6%
Bank of America
18
Bank of America
North Carolina
$10.1M -$1.73M -39,302 -15%
DW
19
Domani Wealth
Pennsylvania
$9.18M -$13.2K -300 -0.1%
GXMC
20
Global X Management Company
New York
$7.64M +$250K +5,657 +3%
MHI
21
Miller Howard Investments
New York
$7.63M
Wells Fargo
22
Wells Fargo
California
$7.47M +$273K +6,190 +4%
EIA
23
Edgemoor Investment Advisors
Maryland
$7.26M -$122K -2,760 -2%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$6.98M +$353K +7,995 +5%
LPL Financial
25
LPL Financial
California
$6.76M -$12.5K -284 -0.2%

APU Hedge Fund Activity: Q3 2017 in Review

221 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in AmeriGas Partners, L.P. (APU) for Q3 2017, worth a combined $1.03B — down 0.36% from $1.03B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of APU and 14 opened new positions — a net loss of 10 holders — while 65 trimmed existing stakes and 74 added.

The largest buyer was JP Morgan Chase, adding an estimated $12.7M. The largest seller was Nordea Investment Management, exiting entirely with an estimated $8.78M sold.

  • 221 institutional investors held AmeriGas Partners, L.P. (APU) as of Q3 2017, down from 234 in Q2 2017.
  • Funds reported $1.03B of AmeriGas Partners, L.P. stock for Q3 2017, down 0.36% quarter-over-quarter.
  • 14 funds opened new AmeriGas Partners, L.P. positions in Q3 2017 and 24 closed out, a net change of -10 holders.
  • The largest AmeriGas Partners, L.P. buyer in Q3 2017 was JP Morgan Chase, an estimated $12.7M added.
  • The largest AmeriGas Partners, L.P. seller in Q3 2017 was Nordea Investment Management, an estimated $8.78M sold.

Based on aggregated 13F filings for Q3 2017.