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UGI
UGI

Overview Fund Activity

534 hedge funds and large institutions have $6.28B invested in UGI in 2022 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 200 increasing their positions, 165 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
-26
Holders Change %
-4.64%
% of All Funds
8.45%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
76
Increased
200
Reduced
165
Closed
94
Calls
$8.61M
Puts
$7.62M
Net Calls
+$989K
Net Calls Change
-$4.54M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.1B
2
Invesco
2
Invesco
Georgia
$64.3M
3
LSV Asset Management
3
LSV Asset Management
Illinois
$78.9M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$25.7M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$58.6M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$329M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$807M
3
RS
3
Robeco Schweiz
Switzerland
$0
4
EIP
4
Energy Income Partners
Connecticut
$30.6M
5
ZIM
5
Zacks Investment Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ESCM
351
Echo Street Capital Management
New York
$268K +$21.8K +603 +9%
MC
352
Moors & Cabot
Massachusetts
$264K – – –
WAM
353
Watershed Asset Management
California
$263K +$78.8K +2,177 +43%
William Blair & Company
354
William Blair & Company
Illinois
$261K – – –
BB
355
Bell Bank
North Dakota
$258K – – –
ST
356
Sabal Trust
Florida
$250K – – –
FMWA
357
Forvis Mazars Wealth Advisors
Missouri
$248K +$22.7K +627 +10%
JFGIW
358
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$247K +$7.5K +207 +3%
Pacer Advisors
359
Pacer Advisors
Pennsylvania
$246K -$540K -14,912 -69%
AP
360
Advisor Partners
California
$246K +$17.2K +475 +8%
FCBT
361
First Citizens Bank & Trust
North Carolina
$245K +$3.19K +88 +1%
TRCT
362
Tower Research Capital (TRC)
New York
$243K -$431K -11,886 -64%
GPA
363
Garrison Point Advisors
California
$242K – – –
PP
364
Prudential plc
United Kingdom
$240K +$240K +6,635 New
B
365
Bailard
California
$238K -$29K -800 -11%
BC
366
Bridgefront Capital
Texas
$236K +$236K +6,522 New
CA
367
Calton & Associates
Florida
$234K +$795 +22 +0.3%
SIMG
368
Sonora Investment Management Group
Arizona
$232K -$12.1K -335 -5%
QI
369
Qtron Investments
Massachusetts
$231K -$490K -13,541 -68%
AAS
370
Avantax Advisory Services
Texas
$229K +$182 +5 +0.1%
RC
371
RegentAtlantic Capital
New Jersey
$228K -$35.8K -988 -14%
MNBTD
372
Moody National Bank Trust Division
Texas
$228K -$2.75K -76 -1%
P
373
&Partners
Tennessee
$228K – – –
SI
374
Stephens Inc
Arkansas
$221K -$38.6K -1,065 -15%
MYAM
375
Meiji Yasuda Asset Management
Japan
$219K -$30K -830 -12%
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15
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