UGI
463 hedge funds and large institutions have $4.19B invested in UGI in 2024 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 171 increasing their positions, 130 reducing their positions, and 53 closing their positions.
54% more call options, than puts
Call options by funds: $37.5M | Put options by funds: $24.4M
47% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 53
32% more repeat investments, than reductions
Existing positions increased: 171 | Existing positions reduced: 130
4.49% more ownership
Funds ownership: 82.73% → 87.22% (+4.5%)
4% more funds holding
Funds holding: 444 → 463 (+19)
2% less capital invested
Capital invested by funds: $4.26B → $4.19B (-$66.6M)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$130M |
| 2 |
ZP
Zimmer Partners
New York
|
+$105M |
| 3 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
+$56.5M |
| 4 |
Voloridge Investment Management
Jupiter,
Florida
|
+$35.9M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$32.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$113M |
| 2 |
BlackRock
New York
|
-$57.2M |
| 3 |
First Eagle Investment Management
New York
|
-$32.4M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$29.2M |
| 5 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$26.3M |
UGI Hedge Fund Activity: Q2 2024 in Review
463 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in UGI (UGI) for Q2 2024, worth a combined $4.19B — down 1.6% from $4.26B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new UGI positions and 53 closed out — a net gain of 25 holders — while 171 added to existing stakes and 130 trimmed.
The largest buyer was Fuller & Thaler Asset Management, adding an estimated $130M. The largest seller was Deutsche Bank, cutting an estimated $113M.
- 463 institutional investors held UGI (UGI) as of Q2 2024, up from 444 in Q1 2024.
- Funds reported $4.19B of UGI stock for Q2 2024, down 1.6% quarter-over-quarter.
- 78 funds opened new UGI positions in Q2 2024 and 53 closed out, a net change of +25 holders.
- The largest UGI buyer in Q2 2024 was Fuller & Thaler Asset Management, an estimated $130M added.
- The largest UGI seller in Q2 2024 was Deutsche Bank, an estimated $113M sold.
Based on aggregated 13F filings for Q2 2024.