UGI
328 hedge funds and large institutions have $4.64B invested in UGI in 2014 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 107 increasing their positions, 107 reducing their positions, and 24 closing their positions.
4,491% more call options, than puts
Call options by funds: $42.3M | Put options by funds: $922K
96% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 24
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
11% more capital invested
Capital invested by funds: $4.17B → $4.64B (+$470M)
7% more funds holding
Funds holding: 307 → 328 (+21)
0.23% more ownership
Funds ownership: 119.55% → 119.78% (+0.23%)
0% more repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 107
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$43.8M |
| 2 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$20.7M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$18.3M |
| 4 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
+$18.3M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$14.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FPP
Findlay Park Partners
London,
United Kingdom
|
-$53.7M |
| 2 |
IG
ING Group
Amsterdam,
Netherlands
|
-$24.1M |
| 3 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$22.9M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$21.1M |
| 5 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$16.1M |
UGI Hedge Fund Activity: Q2 2014 in Review
328 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in UGI (UGI) for Q2 2014, worth a combined $4.64B — up 11% from $4.17B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new UGI positions and 24 closed out — a net gain of 23 holders — while 107 added to existing stakes and 107 trimmed.
The largest buyer was Norges Bank, adding an estimated $43.8M. The largest seller was Findlay Park Partners, cutting an estimated $53.7M.
- 328 institutional investors held UGI (UGI) as of Q2 2014, up from 307 in Q1 2014.
- Funds reported $4.64B of UGI stock for Q2 2014, up 11% quarter-over-quarter.
- 47 funds opened new UGI positions in Q2 2014 and 24 closed out, a net change of +23 holders.
- The largest UGI buyer in Q2 2014 was Norges Bank, an estimated $43.8M added.
- The largest UGI seller in Q2 2014 was Findlay Park Partners, an estimated $53.7M sold.
Based on aggregated 13F filings for Q2 2014.