UGI
307 hedge funds and large institutions have $4.17B invested in UGI in 2014 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 106 increasing their positions, 116 reducing their positions, and 25 closing their positions.
9,878% more call options, than puts
Call options by funds: $50M | Put options by funds: $501K
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
28% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 25
13% more capital invested
Capital invested by funds: $3.69B → $4.17B (+$480M)
2.9% more ownership
Funds ownership: 116.64% → 119.55% (+2.9%)
1% more funds holding
Funds holding: 304 → 307 (+3)
9% less repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 116
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$94.1M |
| 2 |
UBS AM
Chicago,
Illinois
|
+$48.9M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$41.6M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$23.7M |
| 5 |
JP Morgan Chase
New York
|
+$17.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$32.1M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$31.8M |
| 3 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$16.9M |
| 4 |
IG
ING Group
Amsterdam,
Netherlands
|
-$14.3M |
| 5 |
FPP
Findlay Park Partners
London,
United Kingdom
|
-$13.5M |
UGI Hedge Fund Activity: Q1 2014 in Review
307 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in UGI (UGI) for Q1 2014, worth a combined $4.17B — up 13% from $3.69B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new UGI positions and 25 closed out — a net gain of 7 holders — while 106 added to existing stakes and 116 trimmed.
The largest buyer was Deutsche Bank, adding an estimated $94.1M. The largest seller was Bank of New York Mellon, cutting an estimated $32.1M.
- 307 institutional investors held UGI (UGI) as of Q1 2014, up from 304 in Q4 2013.
- Funds reported $4.17B of UGI stock for Q1 2014, up 13% quarter-over-quarter.
- 32 funds opened new UGI positions in Q1 2014 and 25 closed out, a net change of +7 holders.
- The largest UGI buyer in Q1 2014 was Deutsche Bank, an estimated $94.1M added.
- The largest UGI seller in Q1 2014 was Bank of New York Mellon, an estimated $32.1M sold.
Based on aggregated 13F filings for Q1 2014.