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UGI
UGI

Overview Fund Activity

498 hedge funds and large institutions have $7.86B invested in UGI in 2021 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 168 increasing their positions, 139 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
+4
Holders Change %
+0.81%
% of All Funds
8.69%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
68
Increased
168
Reduced
139
Closed
57
Calls
$6.64M
Puts
$4.7M
Net Calls
+$1.94M
Net Calls Change
+$607K

Top Buyers

1
BlackRock
BlackRock
New York
+$81.9M
2
EIP
Energy Income Partners
Connecticut
+$35M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$33.9M
4
ZIM
Zacks Investment Management
Illinois
+$31.2M
5
JAM
Jupiter Asset Management
United Kingdom
+$26M

Top Sellers

1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$48M
2
Prudential Financial
Prudential Financial
New Jersey
-$41.4M
3
State Street
State Street
Massachusetts
-$31M
4
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
-$12.4M
5
Norges Bank
Norges Bank
Norway
-$12.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
EMPI
251
Elo Mutual Pension Insurance
Finland
$685K -$22.7K -491 -3%
RIM
252
Redpoint Investment Management
Australia
$681K +$350K +7,545 +105%
Rockefeller Capital Management
253
Rockefeller Capital Management
New York
$673K -$201K -4,340 -23%
CDH
254
Charles D. Hyman
$658K -$167K -3,600 -20%
ACM
255
AlphaCrest Capital Management
New York
$657K -$94.7K -2,045 -13%
CC
256
Centiva Capital
New York
$648K -$103K -2,220 -14%
WJWM
257
Williams Jones Wealth Management
New York
$627K – – –
SS
258
Simplicity Solutions
Minnesota
$607K +$81.4K +1,757 +15%
US Bancorp
259
US Bancorp
Minnesota
$606K +$38.3K +828 +7%
CC
260
Cipher Capital
New York
$591K -$266K -5,751 -31%
HIS
261
Horizon Investment Services
Indiana
$581K +$127K +2,735 +28%
Cambridge Investment Research Advisors
262
Cambridge Investment Research Advisors
Iowa
$561K -$50.7K -1,095 -8%
SAM
263
Shell Asset Management
Netherlands
$553K -$271K -5,856 -33%
TU
264
TDAM USA
Ontario, Canada
$547K -$2.9K -63 -0.5%
CCM
265
Coe Capital Management
Illinois
$547K – – –
CAM
266
Costello Asset Management
Pennsylvania
$539K -$90.6K -1,956 -14%
SCM
267
Shelton Capital Management
Colorado
$539K – – –
LWAM
268
Legacy Wealth Asset Management
Minnesota
$532K -$44.6K -962 -8%
SMDAM
269
Sumitomo Mitsui DS Asset Management
Japan
$528K – – –
Creative Planning
270
Creative Planning
Kansas
$519K -$70.1K -1,513 -12%
GWCM
271
Godshalk Welsh Capital Management
Pennsylvania
$517K -$11.3K -250 -2%
HSA
272
HBK Sorce Advisory
Pennsylvania
$509K +$278 +6 +0.1%
JCIA
273
Jackson Creek Investment Advisors
Colorado
$509K +$509K +10,994 New
CBN
274
Cadence Bank NA
Texas
$508K +$9.91K +214 +2%
WAM
275
World Asset Management
Michigan
$494K -$25K -539 -5%
9 10
11
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