UGI
488 hedge funds and large institutions have $7.77B invested in UGI in 2019 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 168 increasing their positions, 162 reducing their positions, and 43 closing their positions.
2,112% more call options, than puts
Call options by funds: $20.5M | Put options by funds: $926K
26% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 43
2% more funds holding
Funds holding: 479 → 488 (+9)
4% more capital invested
Capital invested by funds: $7.47B → $7.77B (+$307M)
4% more repeat investments, than reductions
Existing positions increased: 168 | Existing positions reduced: 162
0.14% less ownership
Funds ownership: 81.04% → 80.9% (-0.14%)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
Top Sellers
UGI Hedge Fund Activity: Q1 2019 in Review
488 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in UGI (UGI) for Q1 2019, worth a combined $7.77B — up 4.1% from $7.47B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new UGI positions and 43 closed out — a net gain of 11 holders — while 168 added to existing stakes and 162 trimmed.
The largest buyer was Commonwealth Bank of Australia, adding an estimated $114M. The largest seller was AJO LP, cutting an estimated $89.3M.
- 488 institutional investors held UGI (UGI) as of Q1 2019, up from 479 in Q4 2018.
- Funds reported $7.77B of UGI stock for Q1 2019, up 4.1% quarter-over-quarter.
- 54 funds opened new UGI positions in Q1 2019 and 43 closed out, a net change of +11 holders.
- The largest UGI buyer in Q1 2019 was Commonwealth Bank of Australia, an estimated $114M added.
- The largest UGI seller in Q1 2019 was AJO LP, an estimated $89.3M sold.
Based on aggregated 13F filings for Q1 2019.