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UGI
UGI

452 hedge funds and large institutions have $7.97B invested in UGI in 2019 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 132 increasing their positions, 181 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.93% more ownership

Funds ownership: 81.03% → 85.95% (+4.9%)

2% more capital invested

Capital invested by funds: $7.79B → $7.97B (+$183M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

7% less call options, than puts

Call options by funds: $1.99M | Put options by funds: $2.14M

8% less funds holding

Funds holding: 489 → 452 (-37)

27% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 181

38% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 76

Holders
452
Holders Change
-37
Holders Change %
-7.57%
% of All Funds
9.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
47
Increased
132
Reduced
181
Closed
76
Calls
$1.99M
Puts
$2.14M
Net Calls
-$148K
Net Calls Change
-$19.7M

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$511M
2
Millennium Management
Millennium Management
New York
+$74.1M
3
BlackRock
BlackRock
New York
+$59.9M
4
APG Asset Management
APG Asset Management
Netherlands
+$47.6M
5
Goldman Sachs
Goldman Sachs
New York
+$39.5M

Top Sellers

Rank Fund Capital Flow
1
AL
AJO LP
Pennsylvania
-$61.3M
2
EIP
Energy Income Partners
Connecticut
-$60.6M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$34M
4
UH
Unigestion Holding
Switzerland
-$32.4M
5
DZ Bank
DZ Bank
Germany
-$28.8M

UGI Hedge Fund Activity: Q2 2019 in Review

452 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in UGI (UGI) for Q2 2019, worth a combined $7.97B — up 2.3% from $7.79B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of UGI and 47 opened new positions — a net loss of 29 holders — while 181 trimmed existing stakes and 132 added.

The largest buyer was Wellington Management Group, adding an estimated $511M. The largest seller was AJO LP, exiting entirely with an estimated $61.3M sold.

  • 452 institutional investors held UGI (UGI) as of Q2 2019, down from 489 in Q1 2019.
  • Funds reported $7.97B of UGI stock for Q2 2019, up 2.3% quarter-over-quarter.
  • 47 funds opened new UGI positions in Q2 2019 and 76 closed out, a net change of -29 holders.
  • The largest UGI buyer in Q2 2019 was Wellington Management Group, an estimated $511M added.
  • The largest UGI seller in Q2 2019 was AJO LP, an estimated $61.3M sold.

Based on aggregated 13F filings for Q2 2019.