UGI
537 hedge funds and large institutions have $6.31B invested in UGI in 2022 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 201 increasing their positions, 166 reducing their positions, and 93 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
21% more repeat investments, than reductions
Existing positions increased: 201 | Existing positions reduced: 166
13% more call options, than puts
Call options by funds: $8.61M | Put options by funds: $7.62M
2.18% more ownership
Funds ownership: 80.79% → 82.97% (+2.2%)
5% less funds holding
Funds holding: 563 → 537 (-26)
19% less capital invested
Capital invested by funds: $7.76B → $6.31B (-$1.45B)
19% less first-time investments, than exits
New positions opened: 75 | Existing positions closed: 93
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$226M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$33.1M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
+$32.5M |
| 4 |
Renaissance Technologies
New York
|
+$27M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$25.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$82.1M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$55.7M |
| 3 |
RS
Robeco Schweiz
Zurich,
Switzerland
|
-$40.3M |
| 4 |
EIP
Energy Income Partners
Westport,
Connecticut
|
-$34.2M |
| 5 |
ZIM
Zacks Investment Management
Chicago,
Illinois
|
-$30.1M |
UGI Hedge Fund Activity: Q1 2022 in Review
537 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in UGI (UGI) for Q1 2022, worth a combined $6.31B — down 19% from $7.76B a quarter earlier.
Sellers outnumbered buyers: 93 funds closed out of UGI and 75 opened new positions — a net loss of 18 holders — while 166 trimmed existing stakes and 201 added.
The largest buyer was BlackRock, adding an estimated $226M. The largest seller was Wellington Management Group, cutting an estimated $82.1M.
- 537 institutional investors held UGI (UGI) as of Q1 2022, down from 563 in Q4 2021.
- Funds reported $6.31B of UGI stock for Q1 2022, down 19% quarter-over-quarter.
- 75 funds opened new UGI positions in Q1 2022 and 93 closed out, a net change of -18 holders.
- The largest UGI buyer in Q1 2022 was BlackRock, an estimated $226M added.
- The largest UGI seller in Q1 2022 was Wellington Management Group, an estimated $82.1M sold.
Based on aggregated 13F filings for Q1 2022.