UGI Corporation
UGIC
UGIC was delisted on the 31st of May, 2024.
17 hedge funds and large institutions have $154M invested in UGI Corporation in 2022 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 9 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 5
9% less capital invested
Capital invested by funds: $169M → $154M (-$15.7M)
26% less funds holding
Funds holding: 23 → 17 (-6)
67% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ICA
Infrastructure Capital Advisors
New York
|
+$5.85M |
| 2 |
LTI
Laffer Tengler Investments
Nashville,
Tennessee
|
+$2.28M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$944K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$472K |
| 5 |
Morgan Stanley
New York
|
+$117K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$6.45M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$4.83M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$2.62M |
| 4 |
Jane Street
New York
|
-$1.75M |
| 5 |
BCM
BlueCrest Capital Management
St Helier,
Jersey
|
-$1.63M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Osaic Holdings
Scottsdale,
Arizona
| – | -$26K | -250 | Closed |
|
UGIC Hedge Fund Activity: Q1 2022 in Review
17 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in UGI Corporation (UGIC) for Q1 2022, worth a combined $154M — down 9.3% from $169M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of UGIC and 3 opened new positions — a net loss of 6 holders — while 5 trimmed existing stakes and 5 added.
The largest buyer was Infrastructure Capital Advisors, adding an estimated $5.85M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $6.45M sold.
- 17 institutional investors held UGI Corporation (UGIC) as of Q1 2022, down from 23 in Q4 2021.
- Funds reported $154M of UGI Corporation stock for Q1 2022, down 9.3% quarter-over-quarter.
- 3 funds opened new UGI Corporation positions in Q1 2022 and 9 closed out, a net change of -6 holders.
- The largest UGI Corporation buyer in Q1 2022 was Infrastructure Capital Advisors, an estimated $5.85M added.
- The largest UGI Corporation seller in Q1 2022 was Wolverine Asset Management, an estimated $6.45M sold.
Based on aggregated 13F filings for Q1 2022.