UGI
UGI
510 hedge funds and large institutions have $8.06B invested in UGI in 2019 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 212 increasing their positions, 108 reducing their positions, and 56 closing their positions.
107% more first-time investments, than exits
New positions opened: 116 | Existing positions closed: 56
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
96% more repeat investments, than reductions
Existing positions increased: 212 | Existing positions reduced: 108
13% more funds holding
Funds holding: 452 → 510 (+58)
1% more capital invested
Capital invested by funds: $7.97B → $8.06B (+$92.3M)
9.13% less ownership
Funds ownership: 85.95% → 76.82% (-9.1%)
56% less call options, than puts
Call options by funds: $8.6M | Put options by funds: $19.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
+$212M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$169M |
| 3 |
BlackRock
New York
|
+$159M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$106M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$89.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APG Asset Management
Amsterdam,
Netherlands
|
-$79.4M |
| 2 |
Millennium Management
New York
|
-$60.6M |
| 3 |
Goldman Sachs
New York
|
-$46M |
| 4 |
California Public Employees Retirement System
Sacramento,
California
|
-$35.7M |
| 5 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
-$25.9M |
UGI Hedge Fund Activity: Q3 2019 in Review
510 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in UGI (UGI) for Q3 2019, worth a combined $8.06B — up 1.2% from $7.97B a quarter earlier.
Buyers outnumbered sellers: 116 funds opened new UGI positions and 56 closed out — a net gain of 60 holders — while 212 added to existing stakes and 108 trimmed.
The largest buyer was Mitsubishi UFJ Trust & Banking, adding an estimated $212M. The largest seller was APG Asset Management, cutting an estimated $79.4M.
- 510 institutional investors held UGI (UGI) as of Q3 2019, up from 452 in Q2 2019.
- Funds reported $8.06B of UGI stock for Q3 2019, up 1.2% quarter-over-quarter.
- 116 funds opened new UGI positions in Q3 2019 and 56 closed out, a net change of +60 holders.
- The largest UGI buyer in Q3 2019 was Mitsubishi UFJ Trust & Banking, an estimated $212M added.
- The largest UGI seller in Q3 2019 was APG Asset Management, an estimated $79.4M sold.
Based on aggregated 13F filings for Q3 2019.