UGI
426 hedge funds and large institutions have $6.25B invested in UGI in 2016 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 127 increasing their positions, 163 reducing their positions, and 41 closing their positions.
31% more call options, than puts
Call options by funds: $7.34M | Put options by funds: $5.61M
12% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 41
2% more capital invested
Capital invested by funds: $6.15B → $6.25B (+$99.5M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.11% less ownership
Funds ownership: 78.44% → 78.34% (-0.11%)
1% less funds holding
Funds holding: 430 → 426 (-4)
22% less repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 163
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
+$67.8M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$30.1M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$28.1M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$26M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$23.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$95.5M |
| 2 |
UBS AM
Chicago,
Illinois
|
-$50.7M |
| 3 |
CBOA
Commonwealth Bank of Australia
Sydney, NSW,
Australia
|
-$36.7M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$30.6M |
| 5 |
MTB
Mizuho Trust & Banking
Tokyo,
Japan
|
-$12.6M |
UGI Hedge Fund Activity: Q4 2016 in Review
426 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in UGI (UGI) for Q4 2016, worth a combined $6.25B — up 1.6% from $6.15B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new UGI positions and 41 closed out — a net gain of 5 holders — while 127 added to existing stakes and 163 trimmed.
The largest buyer was AQR Capital Management, adding an estimated $67.8M. The largest seller was Wellington Management Group, cutting an estimated $95.5M.
- 426 institutional investors held UGI (UGI) as of Q4 2016, down from 430 in Q3 2016.
- Funds reported $6.25B of UGI stock for Q4 2016, up 1.6% quarter-over-quarter.
- 46 funds opened new UGI positions in Q4 2016 and 41 closed out, a net change of +5 holders.
- The largest UGI buyer in Q4 2016 was AQR Capital Management, an estimated $67.8M added.
- The largest UGI seller in Q4 2016 was Wellington Management Group, an estimated $95.5M sold.
Based on aggregated 13F filings for Q4 2016.