UGI
UGI
443 hedge funds and large institutions have $4.3B invested in UGI in 2023 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 142 increasing their positions, 170 reducing their positions, and 61 closing their positions.
59% more call options, than puts
Call options by funds: $55.1M | Put options by funds: $34.8M
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
9% more capital invested
Capital invested by funds: $3.95B → $4.3B (+$352M)
1.41% more ownership
Funds ownership: 81.91% → 83.32% (+1.4%)
7% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 61
0% more funds holding
Funds holding: 443 → 443 (0)
16% less repeat investments, than reductions
Existing positions increased: 142 | Existing positions reduced: 170
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$77.1M |
| 2 |
BlackRock
New York
|
+$53.5M |
| 3 |
Morgan Stanley
New York
|
+$41.7M |
| 4 |
ZP
Zimmer Partners
New York
|
+$39M |
| 5 |
SCM
Snyder Capital Management
San Francisco,
California
|
+$19.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$53.3M |
| 2 |
FFL
Flat Footed LLC
Wilson,
Wyoming
|
-$25.5M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
-$24.9M |
| 4 |
WorldQuant Millennium Advisors
New York
|
-$22.8M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$20.5M |
UGI Hedge Fund Activity: Q4 2023 in Review
443 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in UGI (UGI) for Q4 2023, worth a combined $4.3B — up 8.9% from $3.95B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new UGI positions and 61 closed out — a net gain of 4 holders — while 142 added to existing stakes and 170 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $77.1M. The largest seller was Millennium Management, cutting an estimated $53.3M.
- 443 institutional investors held UGI (UGI) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $4.3B of UGI stock for Q4 2023, up 8.9% quarter-over-quarter.
- 65 funds opened new UGI positions in Q4 2023 and 61 closed out, a net change of +4 holders.
- The largest UGI buyer in Q4 2023 was Fidelity Investments, an estimated $77.1M added.
- The largest UGI seller in Q4 2023 was Millennium Management, an estimated $53.3M sold.
Based on aggregated 13F filings for Q4 2023.