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UGI
UGI

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
Aviva
26
Aviva
United Kingdom
$32.6M +$32.9M +1,249,503 New
BIM
27
BlackRock Investment Management
Delaware
$31.3M +$31.6M +1,200,662 New
Fidelity Investments
28
Fidelity Investments
Massachusetts
$31M +$31.3M +1,188,630 New
NI
29
Numeric Investors
Massachusetts
$30.4M +$30.7M +1,165,184 New
WCM
30
Wedge Capital Management
North Carolina
$28.3M +$28.5M +1,084,206 New
RA
31
Royce & Associates
New York
$27.2M +$27.5M +1,043,064 New
Prudential Financial
32
Prudential Financial
New Jersey
$27M +$27.3M +1,036,551 New
TCIM
33
TIAA CREF Investment Management
New York
$23.4M +$23.6M +898,106 New
Diamond Hill Capital Management
34
Diamond Hill Capital Management
Ohio
$22.4M +$22.6M +859,836 New
MAA
35
Managed Account Advisors
New Jersey
$22.3M +$22.5M +855,866 New
SIA
36
Sit Investment Associates
Minnesota
$21.6M +$21.8M +827,730 New
Bank of America
37
Bank of America
North Carolina
$19.6M +$19.8M +752,619 New
Geode Capital Management
38
Geode Capital Management
Massachusetts
$18.4M +$18.6M +707,343 New
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$18.2M +$18.3M +696,996 New
Principal Financial Group
40
Principal Financial Group
Iowa
$17.5M +$17.7M +670,503 New
Morgan Stanley
41
Morgan Stanley
New York
$15.4M +$15.6M +591,665 New
HCM
42
Howland Capital Management
Massachusetts
$14.5M +$14.6M +556,472 New
U
43
UBS
Switzerland
$14.3M +$14.4M +547,572 New
American Century Companies
44
American Century Companies
Missouri
$13.8M +$13.9M +528,996 New
MCM
45
Munder Capital Management
Michigan
$12.7M +$12.8M +486,333 New
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$12.2M +$12.3M +468,984 New
AL
47
AJO LP
Pennsylvania
$12.2M +$12.3M +468,450 New
Nordea Investment Management
48
Nordea Investment Management
Sweden
$11.7M +$11.8M +449,021 New
IG
49
ING Group
Netherlands
$11.5M +$11.6M +442,515 New
New York State Teachers Retirement System (NYSTRS)
50
New York State Teachers Retirement System (NYSTRS)
New York
$11.4M +$11.5M +436,338 New
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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.