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UGI
UGI

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
Wellington Management Group
1
Wellington Management Group
Massachusetts
$486M +$491M +18,647,079 New
Vanguard Group
2
Vanguard Group
Pennsylvania
$308M +$311M +11,829,953 New
State Street
3
State Street
Massachusetts
$268M +$271M +10,275,602 New
BIT
4
BlackRock Institutional Trust
California
$121M +$123M +4,654,241 New
BFA
5
BlackRock Fund Advisors
California
$113M +$114M +4,347,086 New
Deutsche Bank
6
Deutsche Bank
Germany
$99.3M +$100M +3,809,285 New
EIP
7
Energy Income Partners
Connecticut
$95.3M +$96.2M +3,655,557 New
Allianz Asset Management
8
Allianz Asset Management
Germany
$92.9M +$93.8M +3,561,696 New
Bank of New York Mellon
9
Bank of New York Mellon
New York
$81.3M +$82.1M +3,118,587 New
AllianceBernstein
10
AllianceBernstein
Tennessee
$80M +$80.8M +3,070,094 New
FPP
11
Findlay Park Partners
United Kingdom
$74.2M +$74.9M +2,847,000 New
JP Morgan Chase
12
JP Morgan Chase
New York
$67.6M +$68.2M +2,591,234 New
ClearBridge Investments
13
ClearBridge Investments
New York
$62M +$62.6M +2,377,260 New
SCM
14
Snyder Capital Management
California
$56.7M +$57.2M +2,174,477 New
ICM
15
IronBridge Capital Management
Illinois
$53.7M +$54.2M +2,059,085 New
BA
16
BlackRock Advisors
Delaware
$47.6M +$48M +1,824,960 New
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$47.3M +$47.7M +1,813,356 New
LSV Asset Management
18
LSV Asset Management
Illinois
$46.3M +$46.7M +1,774,050 New
First Trust Advisors
19
First Trust Advisors
Illinois
$44M +$44.4M +1,687,487 New
Adage Capital Partners
20
Adage Capital Partners
Massachusetts
$43M +$43.4M +1,650,143 New
GC
21
Guggenheim Capital
Illinois
$40.6M +$41M +1,556,276 New
Norges Bank
22
Norges Bank
Norway
$37M +$37.4M +1,420,829 New
Ameriprise
23
Ameriprise
Minnesota
$34.9M +$35.2M +1,338,671 New
Northern Trust
24
Northern Trust
Illinois
$34.7M +$35.1M +1,332,206 New
Invesco
25
Invesco
Georgia
$33.6M +$33.9M +1,287,176 New
1
2 3 4 5

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.