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APU

AmeriGas Partners, L.P.
APU

Delisted

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

233 hedge funds and large institutions have $843M invested in AmeriGas Partners, L.P. in 2018 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 62 increasing their positions, 65 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 30

1% more funds holding

Funds holding: 230233 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 65

6% less capital invested

Capital invested by funds: $900M → $843M (-$57.6M)

68% less call options, than puts

Call options by funds: $3.46M | Put options by funds: $10.9M

Holders
233
Holders Change
+3
Holders Change %
+1.3%
% of All Funds
5.33%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
35
Increased
62
Reduced
65
Closed
30
Calls
$3.46M
Puts
$10.9M
Net Calls
-$7.47M
Net Calls Change
-$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
O
1
OppenheimerFunds
New York
$162M -$329K -8,040 -0.2%
EIP
2
Energy Income Partners
Connecticut
$128M +$764K +18,631 +0.6%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$56.3M -$609K -14,859 -1%
JP Morgan Chase
4
JP Morgan Chase
New York
$50.7M +$3.78M +92,308 +8%
ClearBridge Investments
5
ClearBridge Investments
New York
$49.9M
Goldman Sachs
6
Goldman Sachs
New York
$40.7M -$3.62M -88,445 -8%
RRAM
7
River Road Asset Management
Kentucky
$25.9M -$2.72M -66,329 -9%
Allianz Asset Management
8
Allianz Asset Management
Germany
$20.1M -$1.75M -42,800 -8%
Morgan Stanley
9
Morgan Stanley
New York
$14.5M -$3.71M -90,590 -20%
UBS Group
10
UBS Group
Switzerland
$11.9M -$556K -13,561 -4%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$10.9M +$86.1K +2,102 +0.8%
WJA
12
Williams Jones & Associates
New York
$10.2M -$1.09M -26,615 -9%
RJA
13
Raymond James & Associates
Florida
$9.9M -$632K -15,433 -6%
CC
14
Cannell & Co
New York
$9.58M -$204K -4,990 -2%
California Public Employees Retirement System
15
California Public Employees Retirement System
California
$9.28M +$4.17M +101,734 +76%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$8.77M +$4.6M +112,191 +102%
Mirae Asset Global Investments
17
Mirae Asset Global Investments
South Korea
$7.86M +$8.16M +199,033 New
TA
18
Tiedemann Advisors
New York
$7.85M +$69.7K +1,700 +0.9%
OC
19
Oppenheimer & Co
New York
$7.66M -$57.4K -1,401 -0.7%
Bank of America
20
Bank of America
North Carolina
$7.36M -$1.37M -33,489 -15%
MHI
21
Miller Howard Investments
New York
$6.71M
EIA
22
Edgemoor Investment Advisors
Maryland
$6.51M +$115K +2,810 +2%
LPL Financial
23
LPL Financial
California
$6.16M -$261K -6,361 -4%
AMG
24
Advisors Management Group
Wisconsin
$6.11M +$16.1K +393 +0.3%
MIS
25
Morningstar Investment Services
Illinois
$6.03M -$445K -10,860 -7%

APU Hedge Fund Activity: Q3 2018 in Review

233 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in AmeriGas Partners, L.P. (APU) for Q3 2018, worth a combined $843M — down 6.4% from $900M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new APU positions and 30 closed out — a net gain of 5 holders — while 62 added to existing stakes and 65 trimmed.

The largest buyer was Mirae Asset Global Investments, opening a new position worth an estimated $8.16M. The largest seller was Renaissance Technologies, cutting an estimated $4.34M.

  • 233 institutional investors held AmeriGas Partners, L.P. (APU) as of Q3 2018, up from 230 in Q2 2018.
  • Funds reported $843M of AmeriGas Partners, L.P. stock for Q3 2018, down 6.4% quarter-over-quarter.
  • 35 funds opened new AmeriGas Partners, L.P. positions in Q3 2018 and 30 closed out, a net change of +5 holders.
  • The largest AmeriGas Partners, L.P. buyer in Q3 2018 was Mirae Asset Global Investments, an estimated $8.16M added.
  • The largest AmeriGas Partners, L.P. seller in Q3 2018 was Renaissance Technologies, an estimated $4.34M sold.

Based on aggregated 13F filings for Q3 2018.