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UGI
UGI

Overview Fund Activity

527 hedge funds and large institutions have $6.62B invested in UGI in 2022 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 200 increasing their positions, 155 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
527
Holders Change
-7
Holders Change %
-1.31%
% of All Funds
8.91%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
69
Increased
200
Reduced
155
Closed
69
Calls
$7.56M
Puts
$7.24M
Net Calls
+$322K
Net Calls Change
-$667K

Top Buyers

1
State Street
1
State Street
Massachusetts
$716M
2
Morgan Stanley
2
Morgan Stanley
New York
$60.5M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$888M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$19.3M
5
Los Angeles Capital Management
5
Los Angeles Capital Management
California
$17.1M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$241M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$795K
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$13M
4
APG Asset Management
4
APG Asset Management
Netherlands
$18.4M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$33.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SOADOR
226
State of Alaska Department of Revenue
Alaska
$1.16M +$25.1K +650 +2%
HSA
227
Hussman Strategic Advisors
Maryland
$1.16M – – –
CT
228
Coastline Trust
Rhode Island
$1.16M +$17.8K +460 +2%
RCAG
229
Rehmann Capital Advisory Group
Michigan
$1.15M +$1.15M +29,668 New
WG
230
Winton Group
United Kingdom
$1.12M -$41.1K -1,065 -4%
EGM
231
Engineers Gate Manager
New York
$1.11M -$5.49M -142,041 -83%
PHK
232
Point72 Hong Kong
Hong Kong
$1.1M +$771K +19,967 +234%
Baird Financial Group
233
Baird Financial Group
Wisconsin
$1.09M +$811 +21 +0.1%
PI
234
PEAK6 Investments
Illinois
$1.08M +$210K +6,929 +24%
BS
235
Banco Santander
Spain
$1.06M -$6.83M -177,050 -87%
AI
236
Atria Investments
North Carolina
$1.05M +$1.05M +27,206 New
CIC
237
Cornercap Investment Counsel
Georgia
$1.05M -$299K -7,747 -22%
CPO
238
Cerity Partners OCIO
New York
$1.04M +$172K +4,457 +20%
CCB
239
Cutter & Co Brokerage
Missouri
$1.04M +$335K +8,672 +48%
Janus Henderson Group
240
Janus Henderson Group
United Kingdom
$1.01M -$1.43M -36,904 -59%
CC
241
Centiva Capital
New York
$989K -$280K -7,249 -22%
Mercer Global Advisors
242
Mercer Global Advisors
Colorado
$986K +$215K +5,579 +28%
X
243
Xponance
Pennsylvania
$973K +$77.6K +2,010 +9%
AAM
244
Advisors Asset Management
Colorado
$964K -$66.1K -1,711 -6%
NAM
245
Nissay Asset Management
Japan
$943K -$6.22K -161 -0.7%
S
246
Seeyond
France
$942K -$18.9K -489 -2%
BCIM
247
British Columbia Investment Management
British Columbia, Canada
$934K -$313K -8,112 -25%
BF
248
BOK Financial
Oklahoma
$928K -$3.25K -84 -0.3%
Public Employees Retirement Association of Colorado
249
Public Employees Retirement Association of Colorado
Colorado
$926K – – –
Mariner
250
Mariner
Kansas
$873K +$104K +2,706 +14%
8 9
10
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