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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 %
SM
351
Sciencast Management
New Jersey
$319K 6,888 +6,888 New
ST
352
Sabal Trust
Florida
$317K 6,900 – –
VCM
353
Virtue Capital Management
Tennessee
$316K 6,886 -368 -5%
MYAM
354
Meiji Yasuda Asset Management
Japan
$316K 6,884 +1,114 +19%
ESCM
355
Echo Street Capital Management
New York
$312K 6,804 -7,060 -51%
GC
356
Gilbert & Cook
Iowa
$312K 6,801 +264 +4%
BWA
357
BDO Wealth Advisors
Florida
$312K 6,793 +287 +4%
SIMG
358
Sonora Investment Management Group
Arizona
$309K 6,740 +6,740 New
GPA
359
Garrison Point Advisors
California
$307K 6,680 – –
FCBT
360
First Citizens Bank & Trust
North Carolina
$306K 6,670 -30 -0.4%
JFGIW
361
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$304K 6,612 +1,190 +22%
CA
362
Calton & Associates
Florida
$296K 6,454 +60 +0.9%
MNBTD
363
Moody National Bank Trust Division
Texas
$292K 6,367 +396 +7%
AP
364
Advisor Partners
California
$290K 6,307 +55 +0.9%
P
365
&Partners
Tennessee
$289K 6,300 – –
AAS
366
Avantax Advisory Services
Texas
$288K 6,283 -103 -2%
BRWA
367
B. Riley Wealth Advisors
Florida
$285K 6,190 -403 -6%
FMWA
368
Forvis Mazars Wealth Advisors
Missouri
$285K 6,211 +145 +2%
BWCS
369
Beirne Wealth Consulting Services
Connecticut
$278K 6,000 – –
Group One Trading
370
Group One Trading
Illinois
$277K 6,044 +5,123 +556%
BFO
371
Boston Family Office
Massachusetts
$275K 6,000 – –
GC
372
Gratus Capital
Georgia
$274K 5,963 – –
BIA
373
Barry Investment Advisors
Massachusetts
$274K 5,944 +5,944 New
CCM
374
Coldstream Capital Management
Washington
$270K 5,880 +5,880 New
GCM
375
Graham Capital Management
Connecticut
$270K 5,885 +5,885 New
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15
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