UGI
UGI
530 hedge funds and large institutions have $6.63B invested in UGI in 2022 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 201 increasing their positions, 155 reducing their positions, and 69 closing their positions.
30% more repeat investments, than reductions
Existing positions increased: 201 | Existing positions reduced: 155
5% more capital invested
Capital invested by funds: $6.29B → $6.63B (+$334M)
4% more call options, than puts
Call options by funds: $7.56M | Put options by funds: $7.24M
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 69
1.29% less ownership
Funds ownership: 83% → 81.71% (-1.3%)
1% less funds holding
Funds holding: 537 → 530 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$153M |
| 2 |
Morgan Stanley
New York
|
+$36.5M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$27.6M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$17M |
| 5 |
Los Angeles Capital Management
Los Angeles,
California
|
+$13.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$111M |
| 2 |
Renaissance Technologies
New York
|
-$26.7M |
| 3 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$25.4M |
| 4 |
APG Asset Management
Amsterdam,
Netherlands
|
-$19.6M |
| 5 |
Man Group
London,
United Kingdom
|
-$17.9M |
UGI Hedge Fund Activity: Q2 2022 in Review
530 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in UGI (UGI) for Q2 2022, worth a combined $6.63B — up 5.3% from $6.29B a quarter earlier.
Fund positioning in UGI was balanced in Q2 2022: 69 funds opened new positions, 69 closed out, 201 added to existing stakes and 155 trimmed.
The largest buyer was State Street, adding an estimated $153M. The largest seller was Wellington Management Group, cutting an estimated $111M.
- 530 institutional investors held UGI (UGI) as of Q2 2022, down from 537 in Q1 2022.
- Funds reported $6.63B of UGI stock for Q2 2022, up 5.3% quarter-over-quarter.
- 69 funds opened new UGI positions in Q2 2022 and 69 closed out, a net change of 0 holders.
- The largest UGI buyer in Q2 2022 was State Street, an estimated $153M added.
- The largest UGI seller in Q2 2022 was Wellington Management Group, an estimated $111M sold.
Based on aggregated 13F filings for Q2 2022.