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UGI
UGI

Overview Fund Activity

560 hedge funds and large institutions have $7.7B invested in UGI in 2021 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 171 increasing their positions, 174 reducing their positions, and 41 closing their positions.

Holders
560
Holders Change
+53
Holders Change %
+10.45%
% of All Funds
8.65%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
105
Increased
171
Reduced
174
Closed
41
Calls
$9.2M
Puts
$3.67M
Net Calls
+$5.53M
Net Calls Change
-$6.55M

Top Buyers

1
State Street
1
State Street
Massachusetts
$643M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.09B
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$29.8M
4
Goldman Sachs
4
Goldman Sachs
New York
$62.6M
5
AssetMark Inc
5
AssetMark Inc
California
$26M

Top Sellers

1
SOMRS
1
State of Michigan Retirement System
Michigan
$2.76M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$512M
3
Canada Life
3
Canada Life
Manitoba, Canada
$7.39M
4
NIPH
4
NN Investment Partners Holdings
Netherlands
$1.04M
5
Wells Fargo
5
Wells Fargo
California
$11.4M
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
326
Spire Wealth Management
Virginia
$393K 8,562 +6,145 +254%
CTA
327
Chesley Taft & Associates
Illinois
$380K 8,280 -670 -7%
SIA
328
SkyView Investment Advisors
New Jersey
$378K 8,244 -379 -4%
CNB
329
Camden National Bank
Maine
$378K 8,225 – –
WB
330
WesBanco Bank
West Virginia
$373K 8,109 -191 -2%
LA
331
Lindenwold Advisors
Pennsylvania
$369K 8,041 +8,041 New
HTC
332
Haverford Trust Company
Pennsylvania
$367K 8,002 – –
WSFS
333
Wilmington Savings Fund Society
Delaware
$364K 7,917 -880 -10%
BMSSC
334
B. Metzler seel. Sohn & Co
Germany
$363K 7,912 -8,943 -53%
LWAM
335
Legacy Wealth Asset Management
Minnesota
$362K 7,888 +203 +3%
IA
336
IFG Advisory
Georgia
$359K 7,823 -2,499 -24%
VVP
337
Venture Visionary Partners
Ohio
$354K 7,731 – –
BPC
338
Banque Pictet & Cie
Switzerland
$354K 7,710 +7,710 New
CAAS
339
Capital Asset Advisory Services
Michigan
$352K 7,604 -2,109 -22%
CFB
340
Cullen/Frost Bankers
Texas
$347K 7,561 – –
HWIS
341
Hancock Whitney Investment Services
Louisiana
$347K 7,605 +7,605 New
SEC
342
Seven Eight Capital
New York
$344K 7,486 -16,982 -69%
GT
343
Glenview Trust
Kentucky
$340K 7,400 – –
B
344
Bailard
California
$338K 7,359 -1,900 -21%
QT
345
Quantamental Technologies
New York
$337K 7,340 +7,340 New
MC
346
Moors & Cabot
Massachusetts
$335K 7,287 +7,287 New
RC
347
RegentAtlantic Capital
New Jersey
$334K 7,274 -65 -0.9%
William Blair & Company
348
William Blair & Company
Illinois
$331K 7,199 +399 +6%
SI
349
Stephens Inc
Arkansas
$329K 7,168 +745 +12%
BB
350
Bell Bank
North Dakota
$327K 7,117 – –
12 13
14
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