UGI
UGI
452 hedge funds and large institutions have $7.97B invested in UGI in 2019 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 133 increasing their positions, 180 reducing their positions, and 75 closing their positions.
5.07% more ownership
Funds ownership: 80.9% → 85.97% (+5.1%)
3% more capital invested
Capital invested by funds: $7.77B → $7.97B (+$197M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
7% less call options, than puts
Call options by funds: $1.99M | Put options by funds: $2.14M
7% less funds holding
Funds holding: 488 → 452 (-36)
26% less repeat investments, than reductions
Existing positions increased: 133 | Existing positions reduced: 180
37% less first-time investments, than exits
New positions opened: 47 | Existing positions closed: 75
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$511M |
| 2 |
Millennium Management
New York
|
+$74.1M |
| 3 |
BlackRock
New York
|
+$59.9M |
| 4 |
APG Asset Management
Amsterdam,
Netherlands
|
+$47.6M |
| 5 |
Goldman Sachs
New York
|
+$39.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$61.3M |
| 2 |
EIP
Energy Income Partners
Westport,
Connecticut
|
-$60.6M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
-$34M |
| 4 |
UH
Unigestion Holding
Geneva,
Switzerland
|
-$32.4M |
| 5 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$28.8M |
UGI Hedge Fund Activity: Q2 2019 in Review
452 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in UGI (UGI) for Q2 2019, worth a combined $7.97B — up 2.5% from $7.77B a quarter earlier.
Sellers outnumbered buyers: 75 funds closed out of UGI and 47 opened new positions — a net loss of 28 holders — while 180 trimmed existing stakes and 133 added.
The largest buyer was Wellington Management Group, adding an estimated $511M. The largest seller was AJO LP, exiting entirely with an estimated $61.3M sold.
- 452 institutional investors held UGI (UGI) as of Q2 2019, down from 488 in Q1 2019.
- Funds reported $7.97B of UGI stock for Q2 2019, up 2.5% quarter-over-quarter.
- 47 funds opened new UGI positions in Q2 2019 and 75 closed out, a net change of -28 holders.
- The largest UGI buyer in Q2 2019 was Wellington Management Group, an estimated $511M added.
- The largest UGI seller in Q2 2019 was AJO LP, an estimated $61.3M sold.
Based on aggregated 13F filings for Q2 2019.