UGI
UGI
436 hedge funds and large institutions have $5.27B invested in UGI in 2020 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 140 increasing their positions, 147 reducing their positions, and 59 closing their positions.
73% more call options, than puts
Call options by funds: $6.72M | Put options by funds: $3.88M
17% more capital invested
Capital invested by funds: $4.5B → $5.27B (+$768M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1% less funds holding
Funds holding: 439 → 436 (-3)
2% less first-time investments, than exits
New positions opened: 58 | Existing positions closed: 59
5% less repeat investments, than reductions
Existing positions increased: 140 | Existing positions reduced: 147
1.31% less ownership
Funds ownership: 80.86% → 79.55% (-1.3%)
Top Buyers
Top Sellers
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$89.6M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$82.1M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$37.1M |
| 4 |
Renaissance Technologies
New York
|
-$37.1M |
| 5 |
Millennium Management
New York
|
-$24.8M |
UGI Hedge Fund Activity: Q2 2020 in Review
436 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in UGI (UGI) for Q2 2020, worth a combined $5.27B — up 17% from $4.5B a quarter earlier.
Sellers outnumbered buyers: 59 funds closed out of UGI and 58 opened new positions — a net loss of 1 holder — while 147 trimmed existing stakes and 140 added.
The largest buyer was State Street, adding an estimated $62.5M. The largest seller was Wellington Management Group, cutting an estimated $89.6M.
- 436 institutional investors held UGI (UGI) as of Q2 2020, down from 439 in Q1 2020.
- Funds reported $5.27B of UGI stock for Q2 2020, up 17% quarter-over-quarter.
- 58 funds opened new UGI positions in Q2 2020 and 59 closed out, a net change of -1 holder.
- The largest UGI buyer in Q2 2020 was State Street, an estimated $62.5M added.
- The largest UGI seller in Q2 2020 was Wellington Management Group, an estimated $89.6M sold.
Based on aggregated 13F filings for Q2 2020.