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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 %
BB
351
Bell Bank
North Dakota
$276K +$928 +24 +0.3%
Creative Planning
352
Creative Planning
Kansas
$275K -$47.8K -1,239 -15%
JWM
353
Jeppson Wealth Management
California
$267K +$267K +6,925 New
AWM
354
AE Wealth Management
Kansas
$265K +$265K +6,870 New
JFGIW
355
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$261K -$1.93K -50 -0.7%
WAM
356
Watershed Asset Management
California
$259K -$21.3K -552 -8%
GPA
357
Garrison Point Advisors
California
$258K – – –
B
358
Bailard
California
$253K – – –
AAS
359
Avantax Advisory Services
Texas
$252K +$9.41K +244 +4%
CA
360
Calton & Associates
Florida
$251K +$965 +25 +0.4%
SIMG
361
Sonora Investment Management Group
Arizona
$250K +$2.51K +65 +1%
CLOS
362
Compagnie Lombard Odier SCmA
Switzerland
$250K +$84.4K +2,185 +51%
FCBT
363
First Citizens Bank & Trust
North Carolina
$249K -$11.4K -295 -4%
MYAM
364
Meiji Yasuda Asset Management
Japan
$249K +$15.1K +390 +6%
CCM
365
Coldstream Capital Management
Washington
$249K +$29.3K +758 +13%
BCA
366
Bay Colony Advisors
Massachusetts
$246K +$246K +5,694 New
PP
367
Prudential plc
United Kingdom
$244K -$12.6K -325 -5%
P
368
&Partners
Tennessee
$243K – – –
NICM
369
Neo Ivy Capital Management
New York
$239K +$239K +6,214 New
SI
370
Stephens Inc
Arkansas
$236K – – –
BWCS
371
Beirne Wealth Consulting Services
Connecticut
$234K – – –
BFO
372
Boston Family Office
Massachusetts
$232K – – –
JWA
373
JFS Wealth Advisors
Pennsylvania
$229K +$4.56K +118 +2%
GCP
374
GSA Capital Partners
United Kingdom
$227K +$227K +5,888 New
VanEck Associates
375
VanEck Associates
New York
$226K +$134K +3,480 +146%
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15
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