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281 hedge funds and large institutions have $3.44B invested in UGI in 2013 Q2 according to their latest regulatory filings, with 281 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

1,603% more call options, than puts

Call options by funds: $62.8M | Put options by funds: $3.68M

116.2% more ownership

Funds ownership: 0%116.2% (+116%)

Holders
281
Holders Change
+281
Holders Change %
% of All Funds
9.17%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.1%
New
281
Increased
Reduced
Closed
Calls
$62.8M
Puts
$3.68M
Net Calls
+$59.1M
Net Calls Change
+$59.1M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
Canada Pension Plan Investment Board
251
Canada Pension Plan Investment Board
Ontario, Canada
$70K +$71.1K +2,700 New
1IC
252
1919 Investment Counsel
Maryland
$67K +$67.1K +2,550 New
WRM
253
Westport Resources Management
Connecticut
$57K +$57.1K +2,168 New
PSUF
254
People's United Financial
Connecticut
$55K +$55.3K +2,100 New
Creative Planning
255
Creative Planning
Kansas
$50K +$50.2K +1,908 New
OSAM
256
O'Shaughnessy Asset Management
Connecticut
$43K +$43.5K +1,652 New
KTC
257
Kistler-Tiffany Companies
Pennsylvania
$42K +$42.9K +1,629 New
QAM
258
QCI Asset Management
New York
$35K +$35.4K +1,343 New
WA
259
WFG Advisors
Texas
$35K +$35.5K +1,350 New
HNB
260
Huntington National Bank
Ohio
$29K +$29.6K +1,125 New
WCBA
261
Weaver C. Barksdale & Associates
Tennessee
$28K +$28.5K +1,083 New
HI
262
Hudock Inc
Pennsylvania
$23K +$23.7K +900 New
SFS
263
Signator Financial Services
Massachusetts
$23K +$23.7K +900 New
LFR
264
Lehman Financial Resources
Pennsylvania
$16K +$15.8K +600 New
FHA
265
First Horizon Advisors
Tennessee
$14K +$13.6K +518 New
FNBT
266
FineMark National Bank & Trust
Florida
$12K +$11.8K +450 New
EFSCE
267
Enterprise Financial Services Corp (EFSC)
Missouri
$11K +$10.9K +413 New
PAS
268
Partnervest Advisory Services
California
$9K +$9.48K +360 New
FANJ
269
Financial Architects (New Jersey)
New Jersey
$8K +$7.9K +300 New
FMII
270
Farmers & Merchants Investments Inc
Nebraska
$6K +$6.55K +249 New
Loomis, Sayles & Company
271
Loomis, Sayles & Company
Massachusetts
$5.24K +$5.29M +200,969 New
MFS
272
MSI Financial Services
Massachusetts
$5K +$4.9K +186 New
PMFA
273
Plante Moran Financial Advisors
Michigan
$4K +$4.11K +156 New
SNT
274
Security National Trust
West Virginia
$3K +$2.76K +105 New
DSC
275
Duncker Streett & Co
Missouri
$3K +$3.16K +120 New

UGI Hedge Fund Activity: Q2 2013 in Review

281 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in UGI (UGI) for Q2 2013, worth a combined $3.44B.

Buyers outnumbered sellers: 281 funds opened new UGI positions and 0 closed out — a net gain of 281 holders — while 0 added to existing stakes and 0 trimmed.

  • 281 institutional investors held UGI (UGI) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $3.44B of UGI stock for Q2 2013.
  • 281 funds opened new UGI positions in Q2 2013 and 0 closed out, a net change of +281 holders.

Based on aggregated 13F filings for Q2 2013.