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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 %
SCA
276
Salient Capital Advisors
Texas
$471K +$471K +10,162 New
CIM
277
Chiron Investment Management
New York
$471K +$471K +10,167 New
NIM
278
Needham Investment Management
New York
$463K – – –
TPW
279
TL Private Wealth
Texas
$460K – – –
V
280
Veritable
Delaware
$457K -$57.8K -1,249 -11%
GAM
281
Grandview Asset Management
Pennsylvania
$456K -$210K -4,525 -31%
FPS
282
Fieldpoint Private Securities
Connecticut
$453K -$116K -2,461 -20%
APA
283
American Portfolios Advisors
New York
$448K – – –
CAN
284
Cetera Advisor Networks
California
$447K +$447K +9,643 New
CTA
285
Chesley Taft & Associates
Illinois
$445K – – –
GT
286
Greenleaf Trust
Michigan
$444K +$2.31K +50 +0.5%
First Manhattan
287
First Manhattan
New York
$439K +$421K +9,115 +2,368%
B
288
Bailard
California
$429K -$238K -5,128 -36%
BTW
289
Boston Trust Walden
Massachusetts
$428K +$428K +9,250 New
WSFS
290
Wilmington Savings Fund Society
Delaware
$425K – – –
Daiwa Securities Group
291
Daiwa Securities Group
Japan
$423K – – –
SIA
292
SkyView Investment Advisors
New Jersey
$411K – – –
Schroder Investment Management Group
293
Schroder Investment Management Group
United Kingdom
$401K +$298K +6,448 +291%
CLOS
294
Compagnie Lombard Odier SCmA
Switzerland
$397K – – –
CNB
295
Camden National Bank
Maine
$391K – – –
Mirae Asset Global Investments
296
Mirae Asset Global Investments
South Korea
$386K +$72.2K +1,558 +23%
WB
297
WesBanco Bank
West Virginia
$384K -$20.8K -450 -5%
Nordea Investment Management
298
Nordea Investment Management
Sweden
$378K -$651K -14,051 -63%
CIBC Asset Management
299
CIBC Asset Management
Ontario, Canada
$378K +$649 +14 +0.2%
Mercer Global Advisors
300
Mercer Global Advisors
Colorado
$375K +$88.8K +1,919 +31%
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