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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.

New
Increased
Maintained
Reduced
Closed

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: 479488 (+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: 31 (-2)

Holders
488
Holders Change
+9
Holders Change %
+1.88%
% of All Funds
10.56%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
54
Increased
168
Reduced
162
Closed
43
Calls
$20.5M
Puts
$926K
Net Calls
+$19.6M
Net Calls Change
+$10.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CBT
326
Capital Bank & Trust
California
$349K
Nordea Investment Management
327
Nordea Investment Management
Sweden
$347K
GWCM
328
Godshalk Welsh Capital Management
Pennsylvania
$343K +$15.6K +285 +5%
CWM
329
Chesapeake Wealth Management
Virginia
$339K -$4.1K -75 -1%
NEPWA
330
New England Private Wealth Advisors
Massachusetts
$337K
JMPWA
331
JP Morgan Private Wealth Advisors
California
$336K -$2.73K -50 -0.8%
BWCS
332
Beirne Wealth Consulting Services
Connecticut
$334K
SSW
333
Smith Shellnut Wilson
Mississippi
$334K +$4.32K +79 +1%
QI
334
Qtron Investments
Massachusetts
$332K
PSUF
335
People's United Financial
Connecticut
$332K +$5.47K +100 +2%
EWM
336
Evercore Wealth Management
New York
$331K -$19.3K -353 -6%
ISL
337
Ingalls & Snyder LLC
New York
$327K
IUHSA
338
Itau Unibanco Holding S.A.
Brazil
$326K
IFS
339
Ifrah Financial Services
Arkansas
$318K -$1.15K -21 -0.4%
BIAS
340
Beacon Investment Advisory Services
New Jersey
$316K
Macquarie Group
341
Macquarie Group
Australia
$316K
SCM
342
SIR Capital Management
New York
$316K +$312K +5,700 New
DA
343
Doliver Advisors
Texas
$310K
Susquehanna International Group
344
Susquehanna International Group
Pennsylvania
$310K +$306K +5,592 New
BSAM
345
Blue Sky Asset Management
Colorado
$310K +$306K +5,598 New
UF
346
Univest Financial
Pennsylvania
$299K
AIP
347
Almanack Investment Partners
Pennsylvania
$299K +$126K +2,309 +75%
SCM
348
Stellar Capital Management
Arizona
$297K
DADC
349
D.A. Davidson & Co
Montana
$282K +$62.7K +1,147 +29%
HTC
350
Haverford Trust Company
Pennsylvania
$274K

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.