UGI
377 hedge funds and large institutions have $5.45B invested in UGI in 2016 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 128 increasing their positions, 127 reducing their positions, and 33 closing their positions.
925% more call options, than puts
Call options by funds: $22M | Put options by funds: $2.15M
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
27% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 33
20% more capital invested
Capital invested by funds: $4.54B → $5.45B (+$914M)
2% more funds holding
Funds holding: 370 → 377 (+7)
0.81% more ownership
Funds ownership: 77.93% → 78.74% (+0.81%)
1% more repeat investments, than reductions
Existing positions increased: 128 | Existing positions reduced: 127
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$57.1M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$18M |
| 3 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
+$17.5M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$16.8M |
| 5 |
CBOA
Commonwealth Bank of Australia
Sydney, NSW,
Australia
|
+$14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NI
Numeric Investors
Boston,
Massachusetts
|
-$55.5M |
| 2 |
Nordea Investment Management
Stockholm,
Sweden
|
-$36.1M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
-$22.7M |
| 4 |
Charles Schwab
San Francisco,
California
|
-$9.86M |
| 5 |
EIP
Energy Income Partners
Westport,
Connecticut
|
-$9.77M |
UGI Hedge Fund Activity: Q1 2016 in Review
377 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in UGI (UGI) for Q1 2016, worth a combined $5.45B — up 20% from $4.54B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new UGI positions and 33 closed out — a net gain of 9 holders — while 128 added to existing stakes and 127 trimmed.
The largest buyer was Vanguard Group, adding an estimated $57.1M. The largest seller was Numeric Investors, cutting an estimated $55.5M.
- 377 institutional investors held UGI (UGI) as of Q1 2016, up from 370 in Q4 2015.
- Funds reported $5.45B of UGI stock for Q1 2016, up 20% quarter-over-quarter.
- 42 funds opened new UGI positions in Q1 2016 and 33 closed out, a net change of +9 holders.
- The largest UGI buyer in Q1 2016 was Vanguard Group, an estimated $57.1M added.
- The largest UGI seller in Q1 2016 was Numeric Investors, an estimated $55.5M sold.
Based on aggregated 13F filings for Q1 2016.