UGI
489 hedge funds and large institutions have $7.79B invested in UGI in 2019 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 169 increasing their positions, 161 reducing their positions, and 43 closing their positions.
2,112% more call options, than puts
Call options by funds: $20.5M | Put options by funds: $926K
26% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 43
2% more funds holding
Funds holding: 480 → 489 (+9)
5% more repeat investments, than reductions
Existing positions increased: 169 | Existing positions reduced: 161
4% more capital invested
Capital invested by funds: $7.5B → $7.79B (+$289M)
0.01% less ownership
Funds ownership: 81.04% → 81.03% (-0.01%)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CBOA
Commonwealth Bank of Australia
Sydney, NSW,
Australia
|
+$114M |
| 2 |
APG Asset Management
Amsterdam,
Netherlands
|
+$26.7M |
| 3 |
Janus Henderson Group
London,
|
+$26.3M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$22.4M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$21.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$89.3M |
| 2 |
Man Group
London,
United Kingdom
|
-$30M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$26.5M |
| 4 |
EIP
Energy Income Partners
Westport,
Connecticut
|
-$25.7M |
| 5 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
-$24.3M |
UGI Hedge Fund Activity: Q1 2019 in Review
489 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in UGI (UGI) for Q1 2019, worth a combined $7.79B — up 3.9% from $7.5B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new UGI positions and 43 closed out — a net gain of 11 holders — while 169 added to existing stakes and 161 trimmed.
The largest buyer was Commonwealth Bank of Australia, adding an estimated $114M. The largest seller was AJO LP, cutting an estimated $89.3M.
- 489 institutional investors held UGI (UGI) as of Q1 2019, up from 480 in Q4 2018.
- Funds reported $7.79B of UGI stock for Q1 2019, up 3.9% quarter-over-quarter.
- 54 funds opened new UGI positions in Q1 2019 and 43 closed out, a net change of +11 holders.
- The largest UGI buyer in Q1 2019 was Commonwealth Bank of Australia, an estimated $114M added.
- The largest UGI seller in Q1 2019 was AJO LP, an estimated $89.3M sold.
Based on aggregated 13F filings for Q1 2019.