UGI
532 hedge funds and large institutions have $6.65B invested in UGI in 2022 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 200 increasing their positions, 156 reducing their positions, and 68 closing their positions.
42% more call options, than puts
Call options by funds: $6.34M | Put options by funds: $4.46M
28% more repeat investments, than reductions
Existing positions increased: 200 | Existing positions reduced: 156
1% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 68
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
5% less capital inflows, than outflows
Capital inflows: $489M | Capital outflows: $517M
1% less funds holding
Funds holding: 538 → 532 (-6)
1.26% less ownership
Funds ownership: 82.97% → 81.71% (-1.3%)
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
532 of the 5,963 institutional investors tracked by Wall St. Rank reported a position in UGI (UGI) for Q2 2022, worth a combined $6.65B — up 5.4% from $6.31B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new UGI positions and 68 closed out — a net gain of 1 holder — while 200 added to existing stakes and 156 trimmed.
The largest buyer was State Street, adding an estimated $153M. The largest seller was Wellington Management Group, cutting an estimated $111M.
- 532 institutional investors held UGI (UGI) as of Q2 2022, down from 538 in Q1 2022.
- Funds reported $6.65B of UGI stock for Q2 2022, up 5.4% quarter-over-quarter.
- 69 funds opened new UGI positions in Q2 2022 and 68 closed out, a net change of +1 holder.
- 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.