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UGI
UGI

Overview Fund Activity

534 hedge funds and large institutions have $6.28B invested in UGI in 2022 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 200 increasing their positions, 165 reducing their positions, and 94 closing their positions.

Holders
534
Holders Change
-26
Holders Change %
-4.64%
% of All Funds
8.45%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
76
Increased
200
Reduced
165
Closed
94
Calls
$8.61M
Puts
$7.62M
Net Calls
+$989K
Net Calls Change
-$4.54M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.1B
2
Invesco
2
Invesco
Georgia
$64.3M
3
LSV Asset Management
3
LSV Asset Management
Illinois
$78.9M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$25.7M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$58.6M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$329M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$807M
3
RS
3
Robeco Schweiz
Switzerland
$0
4
EIP
4
Energy Income Partners
Connecticut
$30.6M
5
ZIM
5
Zacks Investment Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IRC
226
Investors Research Corp
Georgia
$1.18M 32,700 -425 -1%
BCIM
227
British Columbia Investment Management
British Columbia, Canada
$1.17M 32,300 -4,363 -12%
BS
228
Boenning & Scattergood
Pennsylvania
$1.17M 32,310 +1,419 +5%
MFS
229
Mirabella Financial Services
United Kingdom
$1.12M 30,996 +30,996 New
EIP
230
Ellis Investment Partners
Pennsylvania
$1.11M 30,744 -3,798 -11%
WG
231
Winton Group
United Kingdom
$1.09M 30,079 +13,916 +86%
HSA
232
Hussman Strategic Advisors
Maryland
$1.09M 30,000 +5,000 +20%
SOADOR
233
State of Alaska Department of Revenue
Alaska
$1.07M 29,516 -122,326 -81%
CT
234
Coastline Trust
Rhode Island
$1.07M 29,496 +3,135 +12%
JCM
235
Jacobi Capital Management
Pennsylvania
$1.07M 29,494 +1,838 +7%
AssetMark Inc
236
AssetMark Inc
California
$1.07M 29,391 -537,954 -95%
PI
237
PineBridge Investments
New York
$1.06M 29,346 +17,361 +145%
PI
238
PEAK6 Investments
Illinois
$1.04M 28,767 +28,029 +3,798%
ECM
239
ExodusPoint Capital Management
New York
$1.04M 28,707 +9,261 +48%
TI
240
Trexquant Investment
Connecticut
$1.03M 28,491 +28,491 New
Baird Financial Group
241
Baird Financial Group
Wisconsin
$1.02M 28,220 +4,853 +21%
Natixis Advisors
242
Natixis Advisors
Massachusetts
$996K 27,511 -691 -2%
PP
243
PDT Partners
New York
$996K 27,500 +27,500 New
CIP
244
Convergence Investment Partners
Florida
$992K 27,388 -2,637 -9%
BA
245
Bridgewater Associates
Connecticut
$973K 26,868 +15,505 +136%
AAM
246
Advisors Asset Management
Colorado
$966K 26,677 -4,227 -14%
UH
247
Unigestion Holding
Switzerland
$954K 26,328 – –
AT
248
Arvest Trust
Oklahoma
$930K 25,673 +2,346 +10%
S
249
Seeyond
France
$901K 24,889 -4,451 -15%
NAM
250
Nissay Asset Management
Japan
$890K 24,584 +403 +2%
8 9
10
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