UGI
509 hedge funds and large institutions have $5.59B invested in UGI in 2024 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 183 increasing their positions, 146 reducing their positions, and 48 closing their positions.
90% more first-time investments, than exits
New positions opened: 91 | Existing positions closed: 48
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
25% more repeat investments, than reductions
Existing positions increased: 183 | Existing positions reduced: 146
23% more capital invested
Capital invested by funds: $4.55B → $5.59B (+$1.04B)
7.39% more ownership
Funds ownership: 84.44% → 91.83% (+7.4%)
7% more funds holding
Funds holding: 475 → 509 (+34)
43% less call options, than puts
Call options by funds: $47M | Put options by funds: $82.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HAI
Hennessy Advisors Inc
Novato,
California
|
+$58.8M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$54.8M |
| 3 |
CM
Corvex Management
New York
|
+$50.9M |
| 4 |
Pictet Asset Management
Carouge,
Switzerland
|
+$44.4M |
| 5 |
Neuberger Berman Group
New York
|
+$39.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$54.1M |
| 2 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
-$51.2M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$24.8M |
| 4 |
NIG
NFJ Investment Group
Dallas,
Texas
|
-$24.6M |
| 5 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$18M |
UGI Hedge Fund Activity: Q4 2024 in Review
509 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in UGI (UGI) for Q4 2024, worth a combined $5.59B — up 23% from $4.55B a quarter earlier.
Buyers outnumbered sellers: 91 funds opened new UGI positions and 48 closed out — a net gain of 43 holders — while 183 added to existing stakes and 146 trimmed.
The largest buyer was Hennessy Advisors Inc, adding an estimated $58.8M. The largest seller was BlackRock, cutting an estimated $54.1M.
- 509 institutional investors held UGI (UGI) as of Q4 2024, up from 475 in Q3 2024.
- Funds reported $5.59B of UGI stock for Q4 2024, up 23% quarter-over-quarter.
- 91 funds opened new UGI positions in Q4 2024 and 48 closed out, a net change of +43 holders.
- The largest UGI buyer in Q4 2024 was Hennessy Advisors Inc, an estimated $58.8M added.
- The largest UGI seller in Q4 2024 was BlackRock, an estimated $54.1M sold.
Based on aggregated 13F filings for Q4 2024.