UGI
523 hedge funds and large institutions have $6.04B invested in UGI in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 193 increasing their positions, 179 reducing their positions, and 59 closing their positions.
224% more call options, than puts
Call options by funds: $8.04M | Put options by funds: $2.48M
8% more repeat investments, than reductions
Existing positions increased: 193 | Existing positions reduced: 179
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.19% less ownership
Funds ownership: 84.05% → 82.86% (-1.2%)
3% less funds holding
Funds holding: 539 → 523 (-16)
7% less capital invested
Capital invested by funds: $6.5B → $6.04B (-$457M)
10% less first-time investments, than exits
New positions opened: 53 | Existing positions closed: 59
Top Buyers
| 1 |
BlackRock
New York
|
+$43.6M |
| 2 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$22.2M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
+$20.7M |
| 4 |
Amundi
Paris,
France
|
+$19.2M |
| 5 |
Millennium Management
New York
|
+$18.3M |
Top Sellers
UGI Hedge Fund Activity: Q1 2023 in Review
523 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in UGI (UGI) for Q1 2023, worth a combined $6.04B — down 7% from $6.5B a quarter earlier.
Sellers outnumbered buyers: 59 funds closed out of UGI and 53 opened new positions — a net loss of 6 holders — while 179 trimmed existing stakes and 193 added.
The largest buyer was BlackRock, adding an estimated $43.6M. The largest seller was State Street, cutting an estimated $79.7M.
- 523 institutional investors held UGI (UGI) as of Q1 2023, down from 539 in Q4 2022.
- Funds reported $6.04B of UGI stock for Q1 2023, down 7% quarter-over-quarter.
- 53 funds opened new UGI positions in Q1 2023 and 59 closed out, a net change of -6 holders.
- The largest UGI buyer in Q1 2023 was BlackRock, an estimated $43.6M added.
- The largest UGI seller in Q1 2023 was State Street, an estimated $79.7M sold.
Based on aggregated 13F filings for Q1 2023.