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UGI
UGI

Overview Fund Activity

534 hedge funds and large institutions have $6.28B invested in UGI in 2022 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 200 increasing their positions, 165 reducing their positions, and 94 closing their positions.

Holders
534
Holders Change
-26
Holders Change %
-4.64%
% of All Funds
8.45%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
76
Increased
200
Reduced
165
Closed
94
Calls
$8.61M
Puts
$7.62M
Net Calls
+$989K
Net Calls Change
-$4.54M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.1B
2
Invesco
2
Invesco
Georgia
$64.3M
3
LSV Asset Management
3
LSV Asset Management
Illinois
$78.9M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$25.7M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$58.6M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$329M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$807M
3
RS
3
Robeco Schweiz
Switzerland
$0
4
EIP
4
Energy Income Partners
Connecticut
$30.6M
5
ZIM
5
Zacks Investment Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CCB
276
Cutter & Co Brokerage
Missouri
$658K 18,160 +18,160 New
CIC
277
Carnegie Investment Counsel
Ohio
$655K 18,081 – –
RIM
278
Redpoint Investment Management
Australia
$623K 17,201 +2,502 +17%
KCM
279
Kendall Capital Management
Maryland
$622K 17,186 +4,920 +40%
SPC
280
Sigma Planning Corp
Michigan
$620K 17,104 +17,104 New
AC
281
Allstate Corporation
Illinois
$597K 16,470 +313 +2%
VPIM
282
Vanguard Personalized Indexing Management
California
$583K 16,103 +7,357 +84%
US Bancorp
283
US Bancorp
Minnesota
$580K 16,028 +4,176 +35%
MSRPS
284
Maryland State Retirement & Pension System
Maryland
$577K 15,926 – –
FLPIM
285
F.L. Putnam Investment Management
Massachusetts
$573K 15,829 +15,829 New
Lido Advisors
286
Lido Advisors
California
$568K 15,709 +15,709 New
KBC Group
287
KBC Group
Belgium
$567K 15,654 +995 +7%
Cambridge Investment Research Advisors
288
Cambridge Investment Research Advisors
Iowa
$556K 15,340 +132 +0.9%
Verition Fund Management
289
Verition Fund Management
Connecticut
$551K 15,212 +15,212 New
BAM
290
Blueshift Asset Management
New Jersey
$537K 14,827 +14,827 New
LNWWM
291
Laird Norton Wetherby Wealth Management
California
$534K 14,742 -867 -6%
SG Americas Securities
292
SG Americas Securities
New York
$533K 14,721 -16,397 -53%
GAM
293
Grandview Asset Management
Pennsylvania
$514K 14,190 +1,483 +12%
ETC
294
Exchange Traded Concepts
Oklahoma
$511K 14,096 +14,096 New
HWAM
295
Hennion & Walsh Asset Management
New Jersey
$495K 13,673 +1,668 +14%
WJWM
296
Williams Jones Wealth Management
New York
$490K 13,518 – –
CAN
297
Cetera Advisor Networks
California
$484K 13,366 +1,618 +14%
PP
298
Paloma Partners
Connecticut
$482K 13,300 -2,121 -14%
KFA
299
Krane Funds Advisors
New York
$450K 12,425 -5,816 -32%
NGA
300
Naples Global Advisors
Florida
$443K 12,240 +12,240 New
10 11
12
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