UGI
475 hedge funds and large institutions have $4.55B invested in UGI in 2024 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 173 increasing their positions, 150 reducing their positions, and 55 closing their positions.
25% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 55
15% more repeat investments, than reductions
Existing positions increased: 173 | Existing positions reduced: 150
8% more capital invested
Capital invested by funds: $4.19B → $4.55B (+$356M)
3% more funds holding
Funds holding: 463 → 475 (+12)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
2.79% less ownership
Funds ownership: 87.22% → 84.44% (-2.8%)
36% less call options, than puts
Call options by funds: $33.1M | Put options by funds: $51.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$67.1M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$42.2M |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$29M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$25M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$19.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZP
Zimmer Partners
New York
|
-$122M |
| 2 |
First Eagle Investment Management
New York
|
-$78.6M |
| 3 |
ProShare Advisors
Bethesda,
Maryland
|
-$27.2M |
| 4 |
Millennium Management
New York
|
-$25.7M |
| 5 |
Adage Capital Partners
Boston,
Massachusetts
|
-$22.9M |
UGI Hedge Fund Activity: Q3 2024 in Review
475 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in UGI (UGI) for Q3 2024, worth a combined $4.55B — up 8.5% from $4.19B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new UGI positions and 55 closed out — a net gain of 14 holders — while 173 added to existing stakes and 150 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $67.1M. The largest seller was Zimmer Partners, exiting entirely with an estimated $122M sold.
- 475 institutional investors held UGI (UGI) as of Q3 2024, up from 463 in Q2 2024.
- Funds reported $4.55B of UGI stock for Q3 2024, up 8.5% quarter-over-quarter.
- 69 funds opened new UGI positions in Q3 2024 and 55 closed out, a net change of +14 holders.
- The largest UGI buyer in Q3 2024 was Fidelity Investments, an estimated $67.1M added.
- The largest UGI seller in Q3 2024 was Zimmer Partners, an estimated $122M sold.
Based on aggregated 13F filings for Q3 2024.