UGI Corporation
UGIC
UGIC was delisted on the 31st of May, 2024.
25 hedge funds and large institutions have $132M invested in UGI Corporation in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 3 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 5
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
9% more funds holding
Funds holding: 23 → 25 (+2)
16% less capital invested
Capital invested by funds: $157M → $132M (-$24.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$6.03M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$5.54M |
| 3 |
JP Morgan Chase
New York
|
+$2.18M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$1.14M |
| 5 |
Jane Street
New York
|
+$1.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$11.5M |
| 2 |
D.E. Shaw & Co
New York
|
-$8.25M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$2.21M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$1M |
| 5 |
Morgan Stanley
New York
|
-$346K |
UGIC Hedge Fund Activity: Q3 2022 in Review
25 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in UGI Corporation (UGIC) for Q3 2022, worth a combined $132M — down 16% from $157M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new UGIC positions and 3 closed out — a net gain of 2 holders — while 10 added to existing stakes and 5 trimmed.
The largest buyer was Ameriprise, adding an estimated $6.03M. The largest seller was Fidelity Investments, cutting an estimated $11.5M.
- 25 institutional investors held UGI Corporation (UGIC) as of Q3 2022, up from 23 in Q2 2022.
- Funds reported $132M of UGI Corporation stock for Q3 2022, down 16% quarter-over-quarter.
- 5 funds opened new UGI Corporation positions in Q3 2022 and 3 closed out, a net change of +2 holders.
- The largest UGI Corporation buyer in Q3 2022 was Ameriprise, an estimated $6.03M added.
- The largest UGI Corporation seller in Q3 2022 was Fidelity Investments, an estimated $11.5M sold.
Based on aggregated 13F filings for Q3 2022.