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UGIC

UGI Corporation
UGIC

Delisted

UGIC was delisted on the 31st of May, 2024.

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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
25
Holders Change
+2
Holders Change %
+8.7%
% of All Funds
0.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
10
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$6.03M
2
WAM
Wolverine Asset Management
Illinois
+$5.54M
3
JP Morgan Chase
JP Morgan Chase
New York
+$2.18M
4
Macquarie Group
Macquarie Group
Australia
+$1.14M
5
Jane Street
Jane Street
New York
+$1.04M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$11.5M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$8.25M
3
Wells Fargo
Wells Fargo
California
-$2.21M
4
CS
Credit Suisse
Switzerland
-$1M
5
Morgan Stanley
Morgan Stanley
New York
-$346K

UGIC Hedge Fund Activity: Q3 2022 in Review

25 of the 5,830 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.