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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 %
DA
351
Doliver Advisors
Texas
$259K – – –
CI Investments Inc
352
CI Investments Inc
Ontario, Canada
$253K -$4.49K -97 -2%
PMAM
353
Penn Mutual Asset Management
Pennsylvania
$249K -$25.9K -560 -9%
MGIA
354
Moneta Group Investment Advisors
Missouri
$249K +$249K +5,377 New
WI
355
WrapManager Inc
California
$244K +$8.67K +187 +4%
MNBTD
356
Moody National Bank Trust Division
Texas
$236K -$11.4K -246 -5%
TCM
357
Teza Capital Management
Illinois
$235K +$235K +5,071 New
QPWM
358
Quadrant Private Wealth Management
Pennsylvania
$231K – – –
ACP
359
Arcus Capital Partners
Georgia
$229K +$1.48K +32 +0.7%
SSA
360
Schonfeld Strategic Advisors
New York
$222K +$222K +4,800 New
KFI
361
Key Financial Inc
Pennsylvania
$220K – – –
APP
362
Avantax Planning Partners
Iowa
$217K +$217K +4,686 New
PA
363
Procyon Advisors
Connecticut
$214K +$214K +4,617 New
BIAS
364
Beacon Investment Advisory Services
New Jersey
$212K +$212K +4,575 New
KAS
365
Kestra Advisory Services
Texas
$212K +$212K +4,585 New
CCA
366
Cobblestone Capital Advisors
New York
$208K -$28.9K -625 -12%
BMC
367
Beaton Management Company
Massachusetts
$208K +$208K +4,500 New
SOW
368
State of Wyoming
Wyoming
$206K +$206K +4,438 New
WDC
369
Woodward Diversified Capital
California
$205K +$205K +4,427 New
PCIA
370
Prime Capital Investment Advisors
Kansas
$202K +$187K +4,035 +1,269%
HFM
371
Hartford Financial Management
Connecticut
$174K – – –
BCV
372
Banque Cantonale Vaudoise
Switzerland
$172K – – –
HFA
373
Hoover Financial Advisors
Pennsylvania
$171K – – –
Northwestern Mutual Wealth Management
374
Northwestern Mutual Wealth Management
Wisconsin
$171K – – –
S
375
SignatureFD
Georgia
$171K +$42.7K +922 +33%
13 14
15
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