UGI
563 hedge funds and large institutions have $7.76B invested in UGI in 2021 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 173 increasing their positions, 174 reducing their positions, and 41 closing their positions.
154% more first-time investments, than exits
New positions opened: 104 | Existing positions closed: 41
151% more call options, than puts
Call options by funds: $9.2M | Put options by funds: $3.67M
10% more funds holding
Funds holding: 511 → 563 (+52)
8% more capital invested
Capital invested by funds: $7.21B → $7.76B (+$547M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.14% less ownership
Funds ownership: 80.93% → 80.79% (-0.14%)
1% less repeat investments, than reductions
Existing positions increased: 173 | Existing positions reduced: 174
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$37.5M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$32.8M |
| 3 |
Goldman Sachs
New York
|
+$24M |
| 4 |
AssetMark Inc
Concord,
California
|
+$24M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$20.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SOMRS
State of Michigan Retirement System
Lansing,
Michigan
|
-$136M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$108M |
| 3 |
Canada Life
Winnipeg,
Manitoba, Canada
|
-$21.1M |
| 4 |
NIPH
NN Investment Partners Holdings
The Hague,
Netherlands
|
-$19.6M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$14.3M |
UGI Hedge Fund Activity: Q4 2021 in Review
563 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in UGI (UGI) for Q4 2021, worth a combined $7.76B — up 7.6% from $7.21B a quarter earlier.
Buyers outnumbered sellers: 104 funds opened new UGI positions and 41 closed out — a net gain of 63 holders — while 173 added to existing stakes and 174 trimmed.
The largest buyer was State Street, adding an estimated $37.5M. The largest seller was State of Michigan Retirement System, cutting an estimated $136M.
- 563 institutional investors held UGI (UGI) as of Q4 2021, up from 511 in Q3 2021.
- Funds reported $7.76B of UGI stock for Q4 2021, up 7.6% quarter-over-quarter.
- 104 funds opened new UGI positions in Q4 2021 and 41 closed out, a net change of +63 holders.
- The largest UGI buyer in Q4 2021 was State Street, an estimated $37.5M added.
- The largest UGI seller in Q4 2021 was State of Michigan Retirement System, an estimated $136M sold.
Based on aggregated 13F filings for Q4 2021.