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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 %
CA
326
Calton & Associates
Florida
$298K -$3.33K -72 -1%
SI
327
Stephens Inc
Arkansas
$298K +$1.58K +34 +0.5%
FB
328
Fulton Bank
Pennsylvania
$297K +$31.1K +673 +12%
AP
329
Advisor Partners
California
$294K -$2.78K -60 -0.9%
P
330
&Partners
Tennessee
$292K – – –
HW
331
Hancock Whitney
Mississippi
$290K +$14.2K +306 +5%
GC
332
Gilbert & Cook
Iowa
$288K +$288K +6,225 New
Acadian Asset Management
333
Acadian Asset Management
Massachusetts
$287K +$287K +6,192 New
GC
334
Gratus Capital
Georgia
$285K -$6.01K -130 -2%
Vontobel Holding
335
Vontobel Holding
Switzerland
$282K +$282K +6,064 New
BWCS
336
Beirne Wealth Consulting Services
Connecticut
$280K – – –
FIM
337
Freedom Investment Management
Connecticut
$278K -$832 -18 -0.3%
BFO
338
Boston Family Office
Massachusetts
$278K – – –
RFC
339
Regions Financial Corp
Alabama
$276K +$18.1K +390 +7%
HWAM
340
Hennion & Walsh Asset Management
New Jersey
$271K +$2.13K +46 +0.8%
IRF
341
IBM Retirement Fund
New York
$269K -$46.9K -1,012 -15%
FMWA
342
Forvis Mazars Wealth Advisors
Missouri
$269K -$27.2K -587 -9%
MME
343
Meag Munich Ergo
Germany
$267K -$10.2K -219 -4%
BWA
344
BDO Wealth Advisors
Florida
$267K +$59.8K +1,292 +29%
MYAM
345
Meiji Yasuda Asset Management
Japan
$267K +$267K +5,770 New
BEAM
346
Baker Ellis Asset Management
Washington
$266K – – –
MCM
347
Murphy Capital Management
New Jersey
$265K – – –
RWM
348
RKL Wealth Management
Pennsylvania
$263K +$263K +5,675 New
KCM
349
Kendall Capital Management
Maryland
$262K -$9.27K -200 -3%
FWCM
350
Ferguson Wellman Capital Management
Oregon
$260K -$232 -5 -0.1%
12 13
14
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