UGI
451 hedge funds and large institutions have $6.33B invested in UGI in 2017 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 138 increasing their positions, 151 reducing their positions, and 29 closing their positions.
8,194% more call options, than puts
Call options by funds: $17.9M | Put options by funds: $216K
131% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 29
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
9% more funds holding
Funds holding: 414 → 451 (+37)
0.25% more ownership
Funds ownership: 77.9% → 78.15% (+0.25%)
0% more capital invested
Capital invested by funds: $6.33B → $6.33B (+$1.91M)
9% less repeat investments, than reductions
Existing positions increased: 138 | Existing positions reduced: 151
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CBOA
Commonwealth Bank of Australia
Sydney, NSW,
Australia
|
+$85.6M |
| 2 |
APG Asset Management
Amsterdam,
Netherlands
|
+$33.9M |
| 3 |
BlackRock
New York
|
+$21.4M |
| 4 |
RP
Reinhart Partners
Mequon,
Wisconsin
|
+$21.1M |
| 5 |
Two Sigma Investments
New York
|
+$18.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$57.2M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
-$31.9M |
| 3 |
NFA
Nationwide Fund Advisors
Columbus,
Ohio
|
-$21.4M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$19.2M |
| 5 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
-$17.6M |
UGI Hedge Fund Activity: Q4 2017 in Review
451 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in UGI (UGI) for Q4 2017, worth a combined $6.33B — up 0.03% from $6.33B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new UGI positions and 29 closed out — a net gain of 38 holders — while 138 added to existing stakes and 151 trimmed.
The largest buyer was Commonwealth Bank of Australia, adding an estimated $85.6M. The largest seller was JP Morgan Chase, cutting an estimated $57.2M.
- 451 institutional investors held UGI (UGI) as of Q4 2017, up from 414 in Q3 2017.
- Funds reported $6.33B of UGI stock for Q4 2017, up 0.03% quarter-over-quarter.
- 67 funds opened new UGI positions in Q4 2017 and 29 closed out, a net change of +38 holders.
- The largest UGI buyer in Q4 2017 was Commonwealth Bank of Australia, an estimated $85.6M added.
- The largest UGI seller in Q4 2017 was JP Morgan Chase, an estimated $57.2M sold.
Based on aggregated 13F filings for Q4 2017.