UGI
429 hedge funds and large institutions have $6.78B invested in UGI in 2017 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 150 increasing their positions, 143 reducing their positions, and 24 closing their positions.
160% more call options, than puts
Call options by funds: $14.7M | Put options by funds: $5.66M
50% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 24
9% more capital invested
Capital invested by funds: $6.25B → $6.78B (+$533M)
1.03% more ownership
Funds ownership: 78.34% → 79.37% (+1%)
5% more repeat investments, than reductions
Existing positions increased: 150 | Existing positions reduced: 143
1% more funds holding
Funds holding: 426 → 429 (+3)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$791M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
+$48.4M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$31.7M |
| 4 |
Los Angeles Capital Management
Los Angeles,
California
|
+$19.1M |
| 5 |
First Eagle Investment Management
New York
|
+$10.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$75.9M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$41.1M |
| 3 |
Charles Schwab
San Francisco,
California
|
-$17.6M |
| 4 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
-$15.5M |
| 5 |
LM
Luminus Management
Houston,
Texas
|
-$12.1M |
UGI Hedge Fund Activity: Q1 2017 in Review
429 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in UGI (UGI) for Q1 2017, worth a combined $6.78B — up 8.5% from $6.25B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new UGI positions and 24 closed out — a net gain of 12 holders — while 150 added to existing stakes and 143 trimmed.
The largest buyer was BlackRock, adding an estimated $791M. The largest seller was Wellington Management Group, cutting an estimated $75.9M.
- 429 institutional investors held UGI (UGI) as of Q1 2017, up from 426 in Q4 2016.
- Funds reported $6.78B of UGI stock for Q1 2017, up 8.5% quarter-over-quarter.
- 36 funds opened new UGI positions in Q1 2017 and 24 closed out, a net change of +12 holders.
- The largest UGI buyer in Q1 2017 was BlackRock, an estimated $791M added.
- The largest UGI seller in Q1 2017 was Wellington Management Group, an estimated $75.9M sold.
Based on aggregated 13F filings for Q1 2017.