UGI
479 hedge funds and large institutions have $7.47B invested in UGI in 2018 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 168 increasing their positions, 141 reducing their positions, and 51 closing their positions.
1,041% more call options, than puts
Call options by funds: $9.44M | Put options by funds: $827K
29% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 51
19% more repeat investments, than reductions
Existing positions increased: 168 | Existing positions reduced: 141
2% more funds holding
Funds holding: 468 → 479 (+11)
0.74% more ownership
Funds ownership: 80.3% → 81.04% (+0.74%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
3% less capital invested
Capital invested by funds: $7.73B → $7.47B (-$267M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APG Asset Management
Amsterdam,
Netherlands
|
+$94M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$70M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
+$48.9M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$33.5M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$29.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Eagle Investment Management
New York
|
-$137M |
| 2 |
CBOA
Commonwealth Bank of Australia
Sydney, NSW,
Australia
|
-$40.4M |
| 3 |
EIP
Energy Income Partners
Westport,
Connecticut
|
-$38.2M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$23.8M |
| 5 |
Diamond Hill Capital Management
Columbus,
Ohio
|
-$21.9M |
UGI Hedge Fund Activity: Q4 2018 in Review
479 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in UGI (UGI) for Q4 2018, worth a combined $7.47B — down 3.4% from $7.73B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new UGI positions and 51 closed out — a net gain of 15 holders — while 168 added to existing stakes and 141 trimmed.
The largest buyer was APG Asset Management, adding an estimated $94M. The largest seller was First Eagle Investment Management, cutting an estimated $137M.
- 479 institutional investors held UGI (UGI) as of Q4 2018, up from 468 in Q3 2018.
- Funds reported $7.47B of UGI stock for Q4 2018, down 3.4% quarter-over-quarter.
- 66 funds opened new UGI positions in Q4 2018 and 51 closed out, a net change of +15 holders.
- The largest UGI buyer in Q4 2018 was APG Asset Management, an estimated $94M added.
- The largest UGI seller in Q4 2018 was First Eagle Investment Management, an estimated $137M sold.
Based on aggregated 13F filings for Q4 2018.