UGI
368 hedge funds and large institutions have $5.12B invested in UGI in 2014 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 113 increasing their positions, 124 reducing their positions, and 26 closing their positions.
3,501% more call options, than puts
Call options by funds: $33.9M | Put options by funds: $942K
169% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 26
12% more capital invested
Capital invested by funds: $4.58B → $5.12B (+$536M)
11% more funds holding
Funds holding: 331 → 368 (+37)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.6% less ownership
Funds ownership: 78.13% → 77.53% (-0.6%)
9% less repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 124
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$45.3M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$34M |
| 3 |
NA
Navellier & Associates
Reno,
Nevada
|
+$33M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$22.6M |
| 5 |
Renaissance Technologies
New York
|
+$18.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
-$92.5M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$57.6M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$56.1M |
| 4 |
RA
Royce & Associates
New York
|
-$31.5M |
| 5 |
EIP
Energy Income Partners
Westport,
Connecticut
|
-$31.3M |
UGI Hedge Fund Activity: Q4 2014 in Review
368 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in UGI (UGI) for Q4 2014, worth a combined $5.12B — up 12% from $4.58B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new UGI positions and 26 closed out — a net gain of 44 holders — while 113 added to existing stakes and 124 trimmed.
The largest buyer was Bank of Montreal, adding an estimated $45.3M. The largest seller was Allianz Asset Management, cutting an estimated $92.5M.
- 368 institutional investors held UGI (UGI) as of Q4 2014, up from 331 in Q3 2014.
- Funds reported $5.12B of UGI stock for Q4 2014, up 12% quarter-over-quarter.
- 70 funds opened new UGI positions in Q4 2014 and 26 closed out, a net change of +44 holders.
- The largest UGI buyer in Q4 2014 was Bank of Montreal, an estimated $45.3M added.
- The largest UGI seller in Q4 2014 was Allianz Asset Management, an estimated $92.5M sold.
Based on aggregated 13F filings for Q4 2014.