UGI
468 hedge funds and large institutions have $7.73B invested in UGI in 2018 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 163 increasing their positions, 138 reducing their positions, and 36 closing their positions.
61% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 36
18% more repeat investments, than reductions
Existing positions increased: 163 | Existing positions reduced: 138
7% more capital invested
Capital invested by funds: $7.21B → $7.73B (+$519M)
4% more funds holding
Funds holding: 449 → 468 (+19)
0.25% more ownership
Funds ownership: 80.05% → 80.3% (+0.25%)
20% less call options, than puts
Call options by funds: $2.83M | Put options by funds: $3.55M
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$78.9M |
| 2 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$37.5M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$32.3M |
| 4 |
Man Group
London,
United Kingdom
|
+$27.4M |
| 5 |
HAI
Hennessy Advisors Inc
Novato,
California
|
+$27.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CBOA
Commonwealth Bank of Australia
Sydney, NSW,
Australia
|
-$117M |
| 2 |
First Eagle Investment Management
New York
|
-$92.8M |
| 3 |
Millennium Management
New York
|
-$25M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$18.2M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
-$14.3M |
UGI Hedge Fund Activity: Q3 2018 in Review
468 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in UGI (UGI) for Q3 2018, worth a combined $7.73B — up 7.2% from $7.21B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new UGI positions and 36 closed out — a net gain of 22 holders — while 163 added to existing stakes and 138 trimmed.
The largest buyer was AJO LP, adding an estimated $78.9M. The largest seller was Commonwealth Bank of Australia, cutting an estimated $117M.
- 468 institutional investors held UGI (UGI) as of Q3 2018, up from 449 in Q2 2018.
- Funds reported $7.73B of UGI stock for Q3 2018, up 7.2% quarter-over-quarter.
- 58 funds opened new UGI positions in Q3 2018 and 36 closed out, a net change of +22 holders.
- The largest UGI buyer in Q3 2018 was AJO LP, an estimated $78.9M added.
- The largest UGI seller in Q3 2018 was Commonwealth Bank of Australia, an estimated $117M sold.
Based on aggregated 13F filings for Q3 2018.