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UGI
UGI

Overview Fund Activity

560 hedge funds and large institutions have $7.7B invested in UGI in 2021 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 171 increasing their positions, 174 reducing their positions, and 41 closing their positions.

Holders
560
Holders Change
+53
Holders Change %
+10.45%
% of All Funds
8.65%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
105
Increased
171
Reduced
174
Closed
41
Calls
$9.2M
Puts
$3.67M
Net Calls
+$5.53M
Net Calls Change
-$6.55M

Top Buyers

1
State Street
1
State Street
Massachusetts
$643M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.09B
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$29.8M
4
Goldman Sachs
4
Goldman Sachs
New York
$62.6M
5
AssetMark Inc
5
AssetMark Inc
California
$26M

Top Sellers

1
SOMRS
1
State of Michigan Retirement System
Michigan
$2.76M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$512M
3
Canada Life
3
Canada Life
Manitoba, Canada
$7.39M
4
NIPH
4
NN Investment Partners Holdings
Netherlands
$1.04M
5
Wells Fargo
5
Wells Fargo
California
$11.4M
Name Market Value Shares Shares
Change 		Shares
Change %
BA
251
BCM Advisors
Louisiana
$939K 20,715 +20,715 New
GWM
252
Geneos Wealth Management
Colorado
$927K 20,209 – –
IAN
253
Integrated Advisors Network
Texas
$924K 20,120 +20,120 New
DLHL
254
Donald L. Hagan LLC
Florida
$921K 20,050 +1,997 +11%
QI
255
Qtron Investments
Massachusetts
$915K 19,924 – –
EIA
256
Edgemoor Investment Advisors
Maryland
$894K 19,476 -189 -1%
ECM
257
ExodusPoint Capital Management
New York
$893K 19,446 -8,727 -31%
ACM
258
AlphaCrest Capital Management
New York
$876K 19,077 +2,259 +13%
TD Asset Management
259
TD Asset Management
Ontario, Canada
$863K 18,800 -2,245 -11%
SAM
260
Securian Asset Management
Minnesota
$856K 18,652 -100 -0.5%
TRCT
261
Tower Research Capital (TRC)
New York
$853K 18,591 +11,553 +164%
KFA
262
Krane Funds Advisors
New York
$837K 18,241 -950 -5%
CIC
263
Carnegie Investment Counsel
Ohio
$830K 18,081 -131 -0.7%
GTCM
264
Gyon Technologies Capital Management
New Jersey
$804K 17,504 +17,504 New
N
265
Natixis
France
$788K 17,161 -17,133 -50%
Mirae Asset Global Investments
266
Mirae Asset Global Investments
South Korea
$772K 16,808 -6,049 -26%
PA
267
Profund Advisors
Maryland
$769K 16,749 -3 -0%
Man Group
268
Man Group
United Kingdom
$764K 16,634 -36,995 -69%
AC
269
Allstate Corporation
Illinois
$742K 16,157 +389 +2%
WG
270
Winton Group
United Kingdom
$742K 16,163 +16,163 New
CC
271
Centiva Capital
New York
$740K 16,120 +50 +0.3%
MSRPS
272
Maryland State Retirement & Pension System
Maryland
$731K 15,926 – –
FRM
273
Fox Run Management
Connecticut
$730K 15,900 +15,900 New
LNWWM
274
Laird Norton Wetherby Wealth Management
California
$717K 15,609 -163 -1%
EMPI
275
Elo Mutual Pension Insurance
Finland
$713K 15,521 +725 +5%
9 10
11
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