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UGIC

UGI Corporation
UGIC

Delisted

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

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21 hedge funds and large institutions have $107M invested in UGI Corporation in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 5

16% less funds holding

Funds holding: 25 → 21 (-4)

19% less capital invested

Capital invested by funds: $133M → $107M (-$25.7M)

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

Holders
21
Holders Change
-4
Holders Change %
-16%
% of All Funds
0.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
9
Reduced
5
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$3.76M
2
Ameriprise
Ameriprise
Minnesota
+$3.45M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$2.08M
4
BlackRock
BlackRock
New York
+$1.16M
5
LTI
Laffer Tengler Investments
Tennessee
+$991K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$4.57M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$3.36M
3
Invesco
Invesco
Georgia
-$3.07M
4
WAM
Wolverine Asset Management
Illinois
-$1.42M
5
Jane Street
Jane Street
New York
-$1.03M

UGIC Hedge Fund Activity: Q2 2023 in Review

21 of the 6,386 institutional investors tracked by Wall St. Rank reported a position in UGI Corporation (UGIC) for Q2 2023, worth a combined $107M — down 19% from $133M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of UGIC and 1 opened new positions — a net loss of 4 holders — while 5 trimmed existing stakes and 9 added.

The largest buyer was Wells Fargo, adding an estimated $3.76M. The largest seller was Morgan Stanley, cutting an estimated $4.57M.

  • 21 institutional investors held UGI Corporation (UGIC) as of Q2 2023, down from 25 in Q1 2023.
  • Funds reported $107M of UGI Corporation stock for Q2 2023, down 19% quarter-over-quarter.
  • 1 fund opened new UGI Corporation positions in Q2 2023 and 5 closed out, a net change of -4 holders.
  • The largest UGI Corporation buyer in Q2 2023 was Wells Fargo, an estimated $3.76M added.
  • The largest UGI Corporation seller in Q2 2023 was Morgan Stanley, an estimated $4.57M sold.

Based on aggregated 13F filings for Q2 2023.