UGI
474 hedge funds and large institutions have $5.82B invested in UGI in 2020 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 136 increasing their positions, 162 reducing their positions, and 43 closing their positions.
77% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 43
7% more funds holding
Funds holding: 445 → 474 (+29)
6% more capital invested
Capital invested by funds: $5.47B → $5.82B (+$353M)
0.39% more ownership
Funds ownership: 79.64% → 80.03% (+0.39%)
11% less call options, than puts
Call options by funds: $4.36M | Put options by funds: $4.9M
16% less repeat investments, than reductions
Existing positions increased: 136 | Existing positions reduced: 162
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$23.8M |
| 2 |
RS
Robeco Schweiz
Zurich,
Switzerland
|
+$23.8M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$20.7M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$11.9M |
| 5 |
Bank of New York Mellon
New York
|
+$11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
-$42.1M |
| 2 |
Renaissance Technologies
New York
|
-$14.7M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
-$12.6M |
| 4 |
D.E. Shaw & Co
New York
|
-$11.1M |
| 5 |
Goldman Sachs
New York
|
-$9.31M |
UGI Hedge Fund Activity: Q4 2020 in Review
474 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in UGI (UGI) for Q4 2020, worth a combined $5.82B — up 6.5% from $5.47B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new UGI positions and 43 closed out — a net gain of 33 holders — while 136 added to existing stakes and 162 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $23.8M. The largest seller was Mitsubishi UFJ Trust & Banking, cutting an estimated $42.1M.
- 474 institutional investors held UGI (UGI) as of Q4 2020, up from 445 in Q3 2020.
- Funds reported $5.82B of UGI stock for Q4 2020, up 6.5% quarter-over-quarter.
- 76 funds opened new UGI positions in Q4 2020 and 43 closed out, a net change of +33 holders.
- The largest UGI buyer in Q4 2020 was Wellington Management Group, an estimated $23.8M added.
- The largest UGI seller in Q4 2020 was Mitsubishi UFJ Trust & Banking, an estimated $42.1M sold.
Based on aggregated 13F filings for Q4 2020.