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APU

AmeriGas Partners, L.P.
APU

Delisted

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

210 hedge funds and large institutions have $1.07B invested in AmeriGas Partners, L.P. in 2019 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 39 increasing their positions, 60 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more capital invested

Capital invested by funds: $689M → $1.07B (+$383M)

9% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 54

5% less funds holding

Funds holding: 220210 (-10)

32% less call options, than puts

Call options by funds: $2.24M | Put options by funds: $3.28M

35% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 60

Holders
210
Holders Change
-10
Holders Change %
-4.55%
% of All Funds
4.56%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
% of All Funds
0.09%
New
49
Increased
39
Reduced
60
Closed
54
Calls
$2.24M
Puts
$3.28M
Net Calls
-$1.03M
Net Calls Change
-$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
WIC
1
Water Island Capital
New York
$148M +$149M +4,248,684 New
Goldman Sachs
2
Goldman Sachs
New York
$144M +$93.1M +2,659,276 +181%
Invesco
3
Invesco
Georgia
$137M +$137M +3,924,584 New
Citigroup
4
Citigroup
New York
$77.8M +$77.2M +2,205,340 +8,285%
WCMNY
5
Westchester Capital Management (New York)
New York
$68.8M +$69.2M +1,975,972 New
UBS Group
6
UBS Group
Switzerland
$61M +$55.4M +1,582,726 +934%
Morgan Stanley
7
Morgan Stanley
New York
$50.9M +$32.3M +921,672 +171%
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$47.3M +$43M +1,229,890 +964%
FTCM
9
First Trust Capital Management
Illinois
$45.5M +$45.7M +1,304,627 New
JP Morgan Chase
10
JP Morgan Chase
New York
$31.8M +$16.1M +461,157 +102%
WRBC
11
W.R. Berkley Corp
Connecticut
$19.2M +$19.3M +551,464 New
CS
12
Credit Suisse
Switzerland
$18.9M +$18.6M +530,927 +4,661%
Mirae Asset Global Investments
13
Mirae Asset Global Investments
South Korea
$12.7M +$1.97M +56,396 +18%
GF
14
Gabelli Funds
New York
$12.1M +$12.1M +346,880 New
IA
15
IndexIQ Advisors
New York
$9.87M +$9.91M +283,183 New
AGM
16
Alpine Global Management
New York
$8.7M +$8.74M +249,787 New
RRAM
17
River Road Asset Management
Kentucky
$8.44M -$1.44M -41,208 -15%
CC
18
Cannell & Co
New York
$7.82M -$277K -7,925 -3%
IG
19
ING Group
Netherlands
$7.66M
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$7.15M -$18.7M -533,574 -72%
Ameriprise
21
Ameriprise
Minnesota
$6.37M +$4.63M +132,341 +262%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$6.34M -$1.07M -30,548 -14%
HSBC Holdings
23
HSBC Holdings
United Kingdom
$5.92M +$3.61M +103,117 +154%
KC
24
Kellner Capital
New York
$5.61M +$5.64M +161,100 New
RJA
25
Raymond James & Associates
Florida
$5.25M -$387K -11,071 -7%

APU Hedge Fund Activity: Q2 2019 in Review

210 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in AmeriGas Partners, L.P. (APU) for Q2 2019, worth a combined $1.07B — up 56% from $689M a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of APU and 49 opened new positions — a net loss of 5 holders — while 60 trimmed existing stakes and 39 added.

The largest buyer was Water Island Capital, opening a new position worth an estimated $149M. The largest seller was Energy Income Partners, exiting entirely with an estimated $137M sold.

  • 210 institutional investors held AmeriGas Partners, L.P. (APU) as of Q2 2019, down from 220 in Q1 2019.
  • Funds reported $1.07B of AmeriGas Partners, L.P. stock for Q2 2019, up 56% quarter-over-quarter.
  • 49 funds opened new AmeriGas Partners, L.P. positions in Q2 2019 and 54 closed out, a net change of -5 holders.
  • The largest AmeriGas Partners, L.P. buyer in Q2 2019 was Water Island Capital, an estimated $149M added.
  • The largest AmeriGas Partners, L.P. seller in Q2 2019 was Energy Income Partners, an estimated $137M sold.

Based on aggregated 13F filings for Q2 2019.