UGI Corporation
UGIC
UGIC was delisted on the 31st of May, 2024.
24 hedge funds and large institutions have $140M invested in UGI Corporation in 2022 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 2 closing their positions.
175% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 4
6% more capital invested
Capital invested by funds: $132M → $140M (+$7.44M)
4% less funds holding
Funds holding: 25 → 24 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$9.02M |
| 2 |
Morgan Stanley
New York
|
+$2.27M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$2.1M |
| 4 |
JP Morgan Chase
New York
|
+$1.28M |
| 5 |
ICA
Infrastructure Capital Advisors
New York
|
+$1.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$10.1M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$9.36M |
| 3 |
BlackRock
New York
|
-$877K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$684K |
| 5 |
CCM
Chicago Capital Management
Chicago,
Illinois
|
-$81K |
UGIC Hedge Fund Activity: Q4 2022 in Review
24 of the 6,240 institutional investors tracked by Wall St. Rank reported a position in UGI Corporation (UGIC) for Q4 2022, worth a combined $140M — up 5.6% from $132M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of UGIC and 1 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 11 added.
The largest buyer was Wolverine Asset Management, adding an estimated $9.02M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $10.1M.
- 24 institutional investors held UGI Corporation (UGIC) as of Q4 2022, down from 25 in Q3 2022.
- Funds reported $140M of UGI Corporation stock for Q4 2022, up 5.6% quarter-over-quarter.
- 1 fund opened new UGI Corporation positions in Q4 2022 and 2 closed out, a net change of -1 holder.
- The largest UGI Corporation buyer in Q4 2022 was Wolverine Asset Management, an estimated $9.02M added.
- The largest UGI Corporation seller in Q4 2022 was Manulife (Manufacturers Life Insurance), an estimated $10.1M sold.
Based on aggregated 13F filings for Q4 2022.