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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
RhumbLine Advisers
76
RhumbLine Advisers
Massachusetts
$6.59M +$6.66M +252,885 New
CS
77
Credit Suisse
Switzerland
$5.99M +$6.05M +229,775 New
GT
78
Glenmede Trust
Pennsylvania
$5.8M +$5.85M +222,405 New
Charles Schwab
79
Charles Schwab
California
$5.64M +$5.75M +218,454 New
Manulife (Manufacturers Life Insurance)
80
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.56M +$5.62M +213,324 New
SNC
81
Stifel Nicolaus & Co
Missouri
$5.56M +$5.61M +213,240 New
LMGAM
82
Liberty Mutual Group Asset Management
Massachusetts
$5.55M +$5.6M +212,735 New
TA
83
Teachers Advisors
New York
$5.54M +$5.6M +212,546 New
VOYA Investment Management
84
VOYA Investment Management
Georgia
$5.51M +$5.56M +211,371 New
Retirement Systems of Alabama
85
Retirement Systems of Alabama
Alabama
$5.4M +$5.45M +206,949 New
TRSOTSOK
86
Teachers Retirement System of the State of Kentucky
Kentucky
$5.22M +$5.27M +200,145 New
TPSF
87
Texas Permanent School Fund
Texas
$4.99M +$5.04M +191,477 New
GC
88
Globeflex Capital
California
$4.9M +$4.94M +187,830 New
Lord, Abbett & Co
89
Lord, Abbett & Co
New Jersey
$4.51M +$4.55M +172,950 New
BlackRock
90
BlackRock
New York
$4.39M +$4.43M +168,374 New
CC
91
Curian Capital
Colorado
$4.38M +$4.43M +168,152 New
AQR Capital Management
92
AQR Capital Management
Connecticut
$4.15M +$4.19M +159,033 New
Swiss National Bank
93
Swiss National Bank
Switzerland
$4.07M +$4.11M +156,150 New
UBS AM
94
UBS AM
Illinois
$4.01M +$4.05M +153,953 New
KCM
95
Kennedy Capital Management
Missouri
$3.9M +$3.94M +149,682 New
HCM
96
Highbridge Capital Management
New York
$3.87M +$3.9M +148,334 New
Barclays
97
Barclays
United Kingdom
$3.73M +$3.76M +142,872 New
RMA
98
Roffman Miller Associates
Pennsylvania
$3.67M +$3.7M +140,600 New
MLICM
99
Metropolitan Life Insurance Company (MetLife)
New York
$3.58M +$3.62M +137,439 New
ASRS
100
Arizona State Retirement System
Arizona
$3.48M +$3.51M +133,407 New

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.