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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 %
US Bancorp
276
US Bancorp
Minnesota
$606K -$12.9K -333 -2%
NFG
277
Nations Financial Group
Iowa
$601K +$179K +4,652 +43%
UIM
278
USS Investment Management
United Kingdom
$598K -$121K -3,139 -17%
TCM
279
Teza Capital Management
Illinois
$583K +$583K +15,094 New
CAN
280
Cetera Advisor Networks
California
$582K +$66.1K +1,712 +13%
LNWWM
281
Laird Norton Wetherby Wealth Management
California
$578K +$8.73K +226 +2%
KBC Group
282
KBC Group
Belgium
$577K -$27.5K -713 -5%
ETC
283
Exchange Traded Concepts
Oklahoma
$566K +$21.6K +560 +4%
TRCT
284
Tower Research Capital (TRC)
New York
$554K +$295K +7,651 +114%
Fuller & Thaler Asset Management
285
Fuller & Thaler Asset Management
California
$543K -$213K -5,520 -28%
CCIA
286
Campbell & Co Investment Adviser
Maryland
$542K +$542K +14,035 New
MML Investors Services
287
MML Investors Services
Massachusetts
$541K +$70.5K +1,826 +15%
HWAM
288
Hennion & Walsh Asset Management
New Jersey
$540K +$12.2K +316 +2%
GT
289
Greenleaf Trust
Michigan
$536K +$82.3K +2,132 +18%
WJWM
290
Williams Jones Wealth Management
New York
$522K – – –
IIM
291
INTECH Investment Management
Florida
$490K +$490K +12,702 New
Pacer Advisors
292
Pacer Advisors
Pennsylvania
$488K +$226K +5,859 +86%
VWA
293
V Wealth Advisors
Kansas
$484K +$484K +12,524 New
SIA
294
Schechter Investment Advisors
Michigan
$466K +$10.2K +265 +2%
AIC
295
Archer Investment Corporation
Indiana
$463K +$463K +12,000 New
EIP
296
Epoch Investment Partners
New York
$459K – – –
RIM
297
Redpoint Investment Management
Australia
$458K -$206K -5,331 -31%
NA
298
Navellier & Associates
Nevada
$450K +$450K +11,647 New
FB
299
Fulton Bank
Pennsylvania
$443K +$35.4K +918 +9%
V
300
Veritable
Delaware
$439K -$10.3K -268 -2%
10 11
12
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