UGIC

UGI Corporation
UGIC

Overview Fund Activity
Delisted

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

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20 hedge funds and large institutions have $91.5M invested in UGI Corporation in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 4 closing their positions.

Holders
20
Holders Change
-1
Holders Change %
-4.76%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
7
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$4.91M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.5M
3
ICA
3
Infrastructure Capital Advisors
New York
$8.7M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$823K
5
BlackRock
5
BlackRock
New York
$10.8M

Top Sellers

1
AAI
1
Aequim Alternative Investments
California
$13.5M
2
Wells Fargo
2
Wells Fargo
California
$6.67M
3
WAM
3
Wolverine Asset Management
Illinois
$6.72M
4
AWS
4
Atria Wealth Solutions
New York
$0
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$19.4M 342,500 +5,000 +1%
AAI
2
Aequim Alternative Investments
California
$13.5M 237,000 -75,000 -24%
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.5M 220,605 +76,059 +53%
BlackRock
4
BlackRock
New York
$10.8M 189,617 +7,023 +4%
ICA
5
Infrastructure Capital Advisors
New York
$8.7M 152,257 +22,374 +17%
WAM
6
Wolverine Asset Management
Illinois
$6.72M 118,103 -59,780 -34%
Wells Fargo
7
Wells Fargo
California
$6.67M 116,771 -73,275 -39%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$4.91M 86,900 +83,000 +2,128%
Macquarie Group
9
Macquarie Group
Australia
$3.2M 56,366 – –
LTI
10
Laffer Tengler Investments
Tennessee
$1.99M 34,976 -1,205 -3%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$1.85M 32,726 – –
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$823K 14,400 +14,288 +12,757%
Osaic Holdings
13
Osaic Holdings
Arizona
$108K 1,885 +13 +0.7%
Morgan Stanley
14
Morgan Stanley
New York
$78.7K 1,373 -1,201 -47%
CCM
15
Chicago Capital Management
Illinois
$57.8K 18,690 +18,690 New
SSG
16
Summit Securities Group
New York
$46K 800 +800 New
SSB
17
Sandy Spring Bank
Maryland
$28.6K 500 – –
NS
18
NBC Securities
Alabama
$21K 370 +370 New
GI
19
Gradient Investments
Minnesota
$3.43K 60 – –
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$2K 27 – –
AWS
21
Atria Wealth Solutions
New York
– – -3,893 Closed
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
– – -3,395 Closed
Invesco
23
Invesco
Georgia
– – -3,300 Closed
Bank of America
24
Bank of America
North Carolina
– – -100 Closed
CFGS
25
Concourse Financial Group Securities
Alabama
– – – –
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