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APU

AmeriGas Partners, L.P.
APU

Delisted

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

237 hedge funds and large institutions have $890M invested in AmeriGas Partners, L.P. in 2018 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 60 increasing their positions, 81 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 30

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less funds holding

Funds holding: 239237 (-2)

16% less capital invested

Capital invested by funds: $1.06B → $890M (-$169M)

26% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 81

76% less call options, than puts

Call options by funds: $1.99M | Put options by funds: $8.28M

Holders
237
Holders Change
-2
Holders Change %
-0.84%
% of All Funds
5.43%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
31
Increased
60
Reduced
81
Closed
30
Calls
$1.99M
Puts
$8.28M
Net Calls
-$6.29M
Net Calls Change
-$5.89M
Name Holding Trade Value Shares
Change
Change in
Stake
O
1
OppenheimerFunds
New York
$180M -$1.68M -37,780 -0.8%
EIP
2
Energy Income Partners
Connecticut
$128M +$2.62M +59,083 +2%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$61.2M +$848K +19,127 +1%
ClearBridge Investments
4
ClearBridge Investments
New York
$50.5M +$311 +7 +0%
JP Morgan Chase
5
JP Morgan Chase
New York
$49.9M -$5.68M -128,013 -9%
Goldman Sachs
6
Goldman Sachs
New York
$49.4M -$6.72M -151,422 -11%
RRAM
7
River Road Asset Management
Kentucky
$31.7M -$2.12M -47,881 -6%
Allianz Asset Management
8
Allianz Asset Management
Germany
$22.3M -$6.13M -138,226 -20%
Morgan Stanley
9
Morgan Stanley
New York
$17.2M +$2.76M +62,258 +17%
OC
10
Oppenheimer & Co
New York
$15.7M +$82.8K +1,866 +0.5%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$15.7M -$10.3M -232,000 -37%
Bank of America
12
Bank of America
North Carolina
$12M +$1.46M +32,935 +12%
WJA
13
Williams Jones & Associates
New York
$11.7M -$433K -9,760 -3%
RJA
14
Raymond James & Associates
Florida
$11.3M -$722K -16,267 -5%
UBS Group
15
UBS Group
Switzerland
$10.1M +$502K +11,320 +5%
CC
16
Cannell & Co
New York
$9.82M -$315K -7,100 -3%
DW
17
Domani Wealth
Pennsylvania
$8.08M -$26.6K -600 -0.3%
MIS
18
Morningstar Investment Services
Illinois
$7.58M -$1.21M -27,357 -13%
TA
19
Tiedemann Advisors
New York
$7.39M +$844K +19,030 +11%
GXMC
20
Global X Management Company
New York
$7.35M +$597K +13,461 +8%
MHI
21
Miller Howard Investments
New York
$6.79M
EIA
22
Edgemoor Investment Advisors
Maryland
$6.57M -$172K -3,875 -2%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$6.38M -$192K -4,327 -3%
LPL Financial
24
LPL Financial
California
$5.98M -$399K -9,005 -6%
AMG
25
Advisors Management Group
Wisconsin
$5.97M -$96.6K -2,177 -1%

APU Hedge Fund Activity: Q1 2018 in Review

237 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in AmeriGas Partners, L.P. (APU) for Q1 2018, worth a combined $890M — down 16% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new APU positions and 30 closed out — a net gain of 1 holder — while 60 added to existing stakes and 81 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $4.73M. The largest seller was Fidelity Investments, cutting an estimated $10.3M.

  • 237 institutional investors held AmeriGas Partners, L.P. (APU) as of Q1 2018, down from 239 in Q4 2017.
  • Funds reported $890M of AmeriGas Partners, L.P. stock for Q1 2018, down 16% quarter-over-quarter.
  • 31 funds opened new AmeriGas Partners, L.P. positions in Q1 2018 and 30 closed out, a net change of +1 holder.
  • The largest AmeriGas Partners, L.P. buyer in Q1 2018 was Renaissance Technologies, an estimated $4.73M added.
  • The largest AmeriGas Partners, L.P. seller in Q1 2018 was Fidelity Investments, an estimated $10.3M sold.

Based on aggregated 13F filings for Q1 2018.