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APU

AmeriGas Partners, L.P.
APU

Delisted

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

230 hedge funds and large institutions have $900M invested in AmeriGas Partners, L.P. in 2018 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 58 increasing their positions, 80 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $890M → $900M (+$10.2M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less funds holding

Funds holding: 237230 (-7)

18% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 28

28% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 80

60% less call options, than puts

Call options by funds: $4.26M | Put options by funds: $10.7M

Holders
230
Holders Change
-7
Holders Change %
-2.95%
% of All Funds
5.26%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
23
Increased
58
Reduced
80
Closed
28
Calls
$4.26M
Puts
$10.7M
Net Calls
-$6.44M
Net Calls Change
-$152K
Name Holding Trade Value Shares
Change
Change in
Stake
O
1
OppenheimerFunds
New York
$173M -$16.8M -403,437 -9%
EIP
2
Energy Income Partners
Connecticut
$136M +$813K +19,543 +0.6%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$60.8M -$3.79M -91,046 -6%
ClearBridge Investments
4
ClearBridge Investments
New York
$53.3M -$291 -7 -0%
JP Morgan Chase
5
JP Morgan Chase
New York
$50.3M -$2.45M -58,888 -5%
Goldman Sachs
6
Goldman Sachs
New York
$47.2M -$4.91M -117,863 -10%
RRAM
7
River Road Asset Management
Kentucky
$30.5M -$2.9M -69,627 -9%
Allianz Asset Management
8
Allianz Asset Management
Germany
$23.3M -$256K -6,153 -1%
Morgan Stanley
9
Morgan Stanley
New York
$19.4M +$1.16M +27,819 +6%
UBS Group
10
UBS Group
Switzerland
$13.3M +$2.55M +61,314 +24%
WJA
11
Williams Jones & Associates
New York
$12M -$390K -9,380 -3%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$11.6M -$4.94M -118,600 -30%
RJA
13
Raymond James & Associates
Florida
$11.2M -$719K -17,276 -6%
CC
14
Cannell & Co
New York
$10.4M +$68.3K +1,640 +0.7%
Bank of America
15
Bank of America
North Carolina
$9.28M -$3.31M -79,513 -27%
Deutsche Bank
16
Deutsche Bank
Germany
$9.05M +$3.04M +73,028 +52%
Renaissance Technologies
17
Renaissance Technologies
New York
$8.76M +$3.06M +73,632 +55%
TA
18
Tiedemann Advisors
New York
$8.32M +$504K +12,100 +7%
OC
19
Oppenheimer & Co
New York
$8.25M -$8.26M -198,550 -50%
GXMC
20
Global X Management Company
New York
$7.63M -$134K -3,210 -2%
MHI
21
Miller Howard Investments
New York
$7.17M
MIS
22
Morningstar Investment Services
Illinois
$6.9M -$1.09M -26,194 -14%
LPL Financial
23
LPL Financial
California
$6.85M +$528K +12,681 +8%
EIA
24
Edgemoor Investment Advisors
Maryland
$6.84M -$101K -2,416 -1%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$6.74M +$749 +18 +0%

APU Hedge Fund Activity: Q2 2018 in Review

230 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in AmeriGas Partners, L.P. (APU) for Q2 2018, worth a combined $900M — up 1.1% from $890M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of APU and 23 opened new positions — a net loss of 5 holders — while 80 trimmed existing stakes and 58 added.

The largest buyer was Cornerstone Wealth Management, adding an estimated $8.23M. The largest seller was OppenheimerFunds, cutting an estimated $16.8M.

  • 230 institutional investors held AmeriGas Partners, L.P. (APU) as of Q2 2018, down from 237 in Q1 2018.
  • Funds reported $900M of AmeriGas Partners, L.P. stock for Q2 2018, up 1.1% quarter-over-quarter.
  • 23 funds opened new AmeriGas Partners, L.P. positions in Q2 2018 and 28 closed out, a net change of -5 holders.
  • The largest AmeriGas Partners, L.P. buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $8.23M added.
  • The largest AmeriGas Partners, L.P. seller in Q2 2018 was OppenheimerFunds, an estimated $16.8M sold.

Based on aggregated 13F filings for Q2 2018.