UGI
UGI
449 hedge funds and large institutions have $7.21B invested in UGI in 2018 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 145 increasing their positions, 159 reducing their positions, and 41 closing their positions.
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
77% more call options, than puts
Call options by funds: $6.9M | Put options by funds: $3.89M
18% more capital invested
Capital invested by funds: $6.11B → $7.21B (+$1.1B)
12% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 41
0.43% more ownership
Funds ownership: 79.62% → 80.05% (+0.43%)
0% more funds holding
Funds holding: 448 → 449 (+1)
9% less repeat investments, than reductions
Existing positions increased: 145 | Existing positions reduced: 159
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
+$48.4M |
| 2 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$44.4M |
| 3 |
Man Group
London,
United Kingdom
|
+$27.1M |
| 4 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
+$22.2M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$18.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CBOA
Commonwealth Bank of Australia
Sydney, NSW,
Australia
|
-$70.1M |
| 2 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$37.2M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$28.8M |
| 4 |
APG Asset Management
Amsterdam,
Netherlands
|
-$24.4M |
| 5 |
BC
Blackstart Capital
New York
|
-$12.4M |
UGI Hedge Fund Activity: Q2 2018 in Review
449 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in UGI (UGI) for Q2 2018, worth a combined $7.21B — up 18% from $6.11B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new UGI positions and 41 closed out — a net gain of 5 holders — while 145 added to existing stakes and 159 trimmed.
The largest buyer was Jupiter Investment Management, adding an estimated $48.4M. The largest seller was Commonwealth Bank of Australia, cutting an estimated $70.1M.
- 449 institutional investors held UGI (UGI) as of Q2 2018, up from 448 in Q1 2018.
- Funds reported $7.21B of UGI stock for Q2 2018, up 18% quarter-over-quarter.
- 46 funds opened new UGI positions in Q2 2018 and 41 closed out, a net change of +5 holders.
- The largest UGI buyer in Q2 2018 was Jupiter Investment Management, an estimated $48.4M added.
- The largest UGI seller in Q2 2018 was Commonwealth Bank of Australia, an estimated $70.1M sold.
Based on aggregated 13F filings for Q2 2018.