UGI
304 hedge funds and large institutions have $3.69B invested in UGI in 2013 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 97 increasing their positions, 99 reducing their positions, and 31 closing their positions.
5,232% more call options, than puts
Call options by funds: $57.1M | Put options by funds: $1.07M
26% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 31
5% more capital invested
Capital invested by funds: $3.51B → $3.69B (+$185M)
2% more funds holding
Funds holding: 298 → 304 (+6)
2% less repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 99
1.15% less ownership
Funds ownership: 117.79% → 116.64% (-1.1%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$21.3M |
| 2 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$16.3M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$15.6M |
| 4 |
IG
ING Group
Amsterdam,
Netherlands
|
+$10.1M |
| 5 |
IA
Icon Advisers
Greenwood Village,
Colorado
|
+$9.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$49.3M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$36.5M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$9.33M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$7.02M |
| 5 |
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
-$6.58M |
UGI Hedge Fund Activity: Q4 2013 in Review
304 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in UGI (UGI) for Q4 2013, worth a combined $3.69B — up 5.3% from $3.51B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new UGI positions and 31 closed out — a net gain of 8 holders — while 97 added to existing stakes and 99 trimmed.
The largest buyer was Canada Pension Plan Investment Board, adding an estimated $21.3M. The largest seller was State Street, cutting an estimated $49.3M.
- 304 institutional investors held UGI (UGI) as of Q4 2013, up from 298 in Q3 2013.
- Funds reported $3.69B of UGI stock for Q4 2013, up 5.3% quarter-over-quarter.
- 39 funds opened new UGI positions in Q4 2013 and 31 closed out, a net change of +8 holders.
- The largest UGI buyer in Q4 2013 was Canada Pension Plan Investment Board, an estimated $21.3M added.
- The largest UGI seller in Q4 2013 was State Street, an estimated $49.3M sold.
Based on aggregated 13F filings for Q4 2013.