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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 %
Nordea Investment Management
326
Nordea Investment Management
Sweden
$335K -$108K -2,814 -24%
HTC
327
Haverford Trust Company
Pennsylvania
$335K – – –
PFO
328
Pathstone Family Office
New Jersey
$334K +$334K +8,590 New
LA
329
Lindenwold Advisors
Pennsylvania
$334K +$3.29K +85 +1%
CTA
330
Chesley Taft & Associates
Illinois
$320K – – –
WB
331
WesBanco Bank
West Virginia
$314K – – –
SWM
332
Spire Wealth Management
Virginia
$314K +$182K +4,723 +138%
MNBTD
333
Moody National Bank Trust Division
Texas
$313K +$70.7K +1,834 +29%
VFG
334
V2 Financial group
Illinois
$310K – – –
LWAM
335
Legacy Wealth Asset Management
Minnesota
$309K -$1.27K -33 -0.4%
BWA
336
BDO Wealth Advisors
Florida
$306K +$15.4K +398 +5%
WI
337
WrapManager Inc
California
$300K +$300K +7,763 New
IA
338
IFG Advisory
Georgia
$296K +$39 +1 +0%
WSFS
339
Wilmington Savings Fund Society
Delaware
$294K -$8.31K -215 -3%
MC
340
Moors & Cabot
Massachusetts
$293K +$11.6K +300 +4%
CFB
341
Cullen/Frost Bankers
Texas
$292K – – –
AP
342
Advisor Partners
California
$292K +$29.8K +772 +11%
C
343
Covestor
United Kingdom
$292K +$231K +5,988 +379%
CW
344
Connectus Wealth
Ohio
$290K +$290K +7,500 New
Cetera Investment Advisers
345
Cetera Investment Advisers
Illinois
$289K +$289K +7,475 New
FMWA
346
Forvis Mazars Wealth Advisors
Missouri
$288K +$23.8K +617 +9%
FHC
347
First Heartland Consultants
Missouri
$286K +$286K +7,426 New
IA
348
IFP Advisors
Florida
$285K – – –
William Blair & Company
349
William Blair & Company
Illinois
$278K – – –
Lazard Asset Management
350
Lazard Asset Management
New York
$277K +$133K +3,471 +93%
12 13
14
15 16