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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 %
Lido Advisors
251
Lido Advisors
California
$870K +$264K +6,842 +44%
USAA
252
United Services Automobile Association
Texas
$866K +$866K +22,443 New
GA
253
GoalVest Advisory
New York
$864K +$864K +22,436 New
CI
254
CX Institutional
Indiana
$863K +$863K +22,330 New
1832 Asset Management
255
1832 Asset Management
Ontario, Canada
$857K -$423K -10,959 -33%
IAN
256
Integrated Advisors Network
Texas
$843K +$34.7K +897 +4%
ACM
257
Argyle Capital Management
Pennsylvania
$828K +$34.7K +900 +4%
BMSSC
258
B. Metzler seel. Sohn & Co
Germany
$821K +$516K +13,354 +169%
GWM
259
Geneos Wealth Management
Colorado
$798K – – –
CGH
260
Crossmark Global Holdings
Texas
$796K -$118K -3,050 -13%
Renaissance Technologies
261
Renaissance Technologies
New York
$795K -$26.7M -690,000 -97%
DLHL
262
Donald L. Hagan LLC
Florida
$793K +$36.3K +941 +5%
NIM
263
Needham Investment Management
New York
$772K – – –
KCM
264
Kendall Capital Management
Maryland
$765K +$102K +2,635 +15%
SAM
265
Securian Asset Management
Minnesota
$739K +$12.3K +319 +2%
CIC
266
Carnegie Investment Counsel
Ohio
$727K +$29.3K +758 +4%
WANY
267
Wealthspire Advisors (New York)
New York
$705K +$705K +18,250 New
VPIM
268
Vanguard Personalized Indexing Management
California
$702K +$80.1K +2,075 +13%
PA
269
Profund Advisors
Maryland
$688K -$103K -2,672 -13%
Cambridge Investment Research Advisors
270
Cambridge Investment Research Advisors
Iowa
$672K +$79.7K +2,063 +13%
NGA
271
Naples Global Advisors
Florida
$658K +$182K +4,685 +38%
QCM
272
Quantinno Capital Management
New York
$636K +$636K +16,466 New
EMPI
273
Elo Mutual Pension Insurance
Finland
$635K -$639K -16,550 -50%
TD Asset Management
274
TD Asset Management
Ontario, Canada
$626K -$92.3K -2,390 -13%
MSRPS
275
Maryland State Retirement & Pension System
Maryland
$615K – – –
9 10
11
12 13