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UGIC

UGI Corporation
UGIC

Delisted

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

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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
24
Holders Change
-1
Holders Change %
-4%
% of All Funds
0.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
11
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
+$9.02M
2
Morgan Stanley
Morgan Stanley
New York
+$2.27M
3
Wells Fargo
Wells Fargo
California
+$2.1M
4
JP Morgan Chase
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)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$10.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$9.36M
3
BlackRock
BlackRock
New York
-$877K
4
Bank of America
Bank of America
North Carolina
-$684K
5
CCM
Chicago Capital Management
Illinois
-$81K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAI
1
Aequim Alternative Investments
California
$27M – – –
Ameriprise
2
Ameriprise
Minnesota
$16.7M – – –
WAM
3
Wolverine Asset Management
Illinois
$14.3M +$9.02M +106,038 +174%
BlackRock
4
BlackRock
New York
$14.3M -$877K -10,304 -6%
Wells Fargo
5
Wells Fargo
California
$11.5M +$2.1M +24,670 +23%
ICA
6
Infrastructure Capital Advisors
New York
$11.2M +$1.21M +14,257 +12%
Manulife (Manufacturers Life Insurance)
7
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.93M -$10.1M -118,141 -51%
Invesco
8
Invesco
Georgia
$5.84M – – –
Morgan Stanley
9
Morgan Stanley
New York
$5.59M +$2.27M +26,639 +69%
Macquarie Group
10
Macquarie Group
Australia
$5.38M – – –
Mirae Asset Global Investments
11
Mirae Asset Global Investments
South Korea
$3.57M +$499K +5,861 +17%
JP Morgan Chase
12
JP Morgan Chase
New York
$3.46M +$1.28M +15,000 +60%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$2.8M – – –
BCM
14
BlueCrest Capital Management
Jersey
$2.23M +$741K +8,707 +51%
LTI
15
Laffer Tengler Investments
Tennessee
$1.96M -$52.2K -614 -3%
ZA
16
Zazove Associates
Nevada
$1.29M – – –
Jane Street
17
Jane Street
New York
$1.13M +$155K +1,822 +16%
PMAM
18
Penn Mutual Asset Management
Pennsylvania
$488K +$42.5K +500 +10%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$333K -$9.36M -110,000 -97%
AWS
20
Atria Wealth Solutions
New York
$328K +$58.4K +686 +22%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$223K +$219K +2,575 New
Osaic Holdings
22
Osaic Holdings
Arizona
$156K +$21.8K +256 +17%
SSB
23
Sandy Spring Bank
Maryland
$43.2K – – –
UB
24
UMB Bank
Missouri
$4K – – –
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
1
2

UGIC Hedge Fund Activity: Q4 2022 in Review

24 of the 6,225 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.