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APU

AmeriGas Partners, L.P.
APU

Delisted

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

239 hedge funds and large institutions have $1.06B invested in AmeriGas Partners, L.P. in 2017 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 64 increasing their positions, 61 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 22

8% more funds holding

Funds holding: 221239 (+18)

5% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 61

3% more capital invested

Capital invested by funds: $1.03B → $1.06B (+$32.4M)

9% less call options, than puts

Call options by funds: $3.94M | Put options by funds: $4.34M

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
239
Holders Change
+18
Holders Change %
+8.14%
% of All Funds
5.42%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
43
Increased
64
Reduced
61
Closed
22
Calls
$3.94M
Puts
$4.34M
Net Calls
-$405K
Net Calls Change
-$945K
Name Holding Trade Value Shares
Change
Change in
Stake
O
1
OppenheimerFunds
New York
$210M +$11.9M +263,629 +6%
EIP
2
Energy Income Partners
Connecticut
$145M +$27.4M +608,564 +24%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$69.9M -$1.54M -34,188 -2%
Goldman Sachs
4
Goldman Sachs
New York
$64.1M -$16.5M -366,266 -21%
JP Morgan Chase
5
JP Morgan Chase
New York
$63.7M +$1.75M +38,863 +3%
ClearBridge Investments
6
ClearBridge Investments
New York
$58.4M
RRAM
7
River Road Asset Management
Kentucky
$38.8M -$862K -19,144 -2%
Allianz Asset Management
8
Allianz Asset Management
Germany
$32.2M
Fidelity Investments
9
Fidelity Investments
Massachusetts
$28.9M
OC
10
Oppenheimer & Co
New York
$18.1M -$190K -4,221 -1%
Morgan Stanley
11
Morgan Stanley
New York
$17M +$4.92M +109,419 +42%
WJA
12
Williams Jones & Associates
New York
$14M -$905K -20,105 -6%
RJA
13
Raymond James & Associates
Florida
$13.8M -$4.23M -94,001 -24%
Bank of America
14
Bank of America
North Carolina
$12.3M +$1.88M +41,694 +19%
CC
15
Cannell & Co
New York
$11.7M -$3.18M -70,654 -22%
UBS Group
16
UBS Group
Switzerland
$11.2M -$7.56M -168,065 -41%
MIS
17
Morningstar Investment Services
Illinois
$10M -$949K -21,081 -9%
DW
18
Domani Wealth
Pennsylvania
$9.37M -$67.5K -1,500 -0.7%
EIA
19
Edgemoor Investment Advisors
Maryland
$7.96M +$304K +6,750 +4%
GXMC
20
Global X Management Company
New York
$7.88M +$21K +466 +0.3%
MHI
21
Miller Howard Investments
New York
$7.85M
Wells Fargo
22
Wells Fargo
California
$7.7M +$14.5K +322 +0.2%
TA
23
Tiedemann Advisors
New York
$7.67M +$5.18M +114,980 +226%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$7.58M +$391K +8,687 +6%
LPL Financial
25
LPL Financial
California
$7.33M +$372K +8,263 +5%

APU Hedge Fund Activity: Q4 2017 in Review

239 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in AmeriGas Partners, L.P. (APU) for Q4 2017, worth a combined $1.06B — up 3.2% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new APU positions and 22 closed out — a net gain of 21 holders — while 64 added to existing stakes and 61 trimmed.

The largest buyer was Energy Income Partners, adding an estimated $27.4M. The largest seller was Goldman Sachs, cutting an estimated $16.5M.

  • 239 institutional investors held AmeriGas Partners, L.P. (APU) as of Q4 2017, up from 221 in Q3 2017.
  • Funds reported $1.06B of AmeriGas Partners, L.P. stock for Q4 2017, up 3.2% quarter-over-quarter.
  • 43 funds opened new AmeriGas Partners, L.P. positions in Q4 2017 and 22 closed out, a net change of +21 holders.
  • The largest AmeriGas Partners, L.P. buyer in Q4 2017 was Energy Income Partners, an estimated $27.4M added.
  • The largest AmeriGas Partners, L.P. seller in Q4 2017 was Goldman Sachs, an estimated $16.5M sold.

Based on aggregated 13F filings for Q4 2017.