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UGI
UGI

Overview Fund Activity

507 hedge funds and large institutions have $7.16B invested in UGI in 2021 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 156 increasing their positions, 175 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
+9
Holders Change %
+1.81%
% of All Funds
8.9%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
54
Increased
156
Reduced
175
Closed
36
Calls
$17.9M
Puts
$5.79M
Net Calls
+$12.1M
Net Calls Change
+$10.1M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$977M
2
BlackRock
BlackRock
New York
$1.04B
3
Invesco
Invesco
Georgia
$38.8M
4
SCM
Snyder Capital Management
California
$154M
5
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$12.6M

Top Sellers

1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$7.79M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$578M
3
State Street
State Street
Massachusetts
$561M
4
Victory Capital Management
Victory Capital Management
Texas
$25.8M
5
Wells Fargo
Wells Fargo
California
$24.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
JG
251
Jefferies Group
New York
$780K +$141K +3,300 +22%
CIC
252
Carnegie Investment Counsel
Ohio
$776K – – –
DLHL
253
Donald L. Hagan LLC
Florida
$769K +$13.6K +319 +2%
Lazard Asset Management
254
Lazard Asset Management
New York
$735K +$23.7K +558 +3%
FWIA
255
Fort Washington Investment Advisors
Ohio
$725K +$725K +17,000 New
BMSSC
256
B. Metzler seel. Sohn & Co
Germany
$718K -$109K -2,551 -13%
FMT
257
First Mercantile Trust
Tennessee
$718K -$17K -399 -2%
ACM
258
AlphaCrest Capital Management
New York
$717K +$112K +2,632 +19%
SS
259
Simplicity Solutions
Minnesota
$717K +$158K +3,719 +28%
PA
260
Profund Advisors
Maryland
$714K -$106K -2,479 -13%
MSRPS
261
Maryland State Retirement & Pension System
Maryland
$687K – – –
CC
262
Centiva Capital
New York
$686K +$88.6K +2,075 +15%
AC
263
Allstate Corporation
Illinois
$672K -$76.9K -1,804 -10%
LNWWM
264
Laird Norton Wetherby Wealth Management
California
$672K +$5.75K +135 +0.9%
EMPI
265
Elo Mutual Pension Insurance
Finland
$631K – – –
RIM
266
Redpoint Investment Management
Australia
$626K – – –
Cambridge Investment Research Advisors
267
Cambridge Investment Research Advisors
Iowa
$617K +$100K +2,351 +19%
CAPTRUST Financial Advisors
268
CAPTRUST Financial Advisors
North Carolina
$615K -$20.3K -472 -3%
CDH
269
Charles D. Hyman
$606K – – –
ESCM
270
Echo Street Capital Management
New York
$591K +$591K +13,864 New
WJWM
271
Williams Jones Wealth Management
New York
$576K -$1.02K -24 -0.2%
HIS
272
Horizon Investment Services
Indiana
$565K +$30.3K +711 +6%
BFG
273
Beacon Financial Group
Texas
$556K +$556K +12,926 New
Voloridge Investment Management
274
Voloridge Investment Management
Florida
$521K +$521K +12,222 New
US Bancorp
275
US Bancorp
Minnesota
$512K -$45.9K -1,077 -8%
9 10
11
12 13