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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 %
WB
376
Webster Bank
Connecticut
$170K – – –
CFGS
377
Concourse Financial Group Securities
Alabama
$169K +$132K +2,843 +361%
LC
378
Lindbrook Capital
California
$163K – – –
VI
379
Vestcor Inc
New Brunswick, Canada
$162K +$162K +3,499 New
IA
380
IFP Advisors
Florida
$159K +$74.3K +1,589 +88%
CTC
381
Central Trust Company
Missouri
$151K – – –
RAM
382
Riggs Asset Management
Pennsylvania
$150K – – –
CWC
383
Carolinas Wealth Consulting
North Carolina
$140K – – –
VNA
384
Valley National Advisers
Pennsylvania
$135K – – –
DAC
385
Dividend Assets Capital
South Carolina
$118K – – –
BU
386
BBVA USA
Alabama
$114K +$114K +2,465 New
Group One Trading
387
Group One Trading
Illinois
$113K +$30.9K +670 +38%
LS
388
Livforsakringsbolaget Skandia
Sweden
$111K – – –
MA
389
MCF Advisors
Kentucky
$104K – – –
MAM
390
McCarthy Asset Management
California
$104K – – –
FHA
391
First Horizon Advisors
Tennessee
$101K – – –
KTC
392
Kistler-Tiffany Companies
Pennsylvania
$101K +$278 +6 +0.3%
DMBA
393
Deseret Mutual Benefit Administrators
Utah
$89K +$89K +1,922 New
HIIFS
394
Harel Insurance Investments & Financial Services
Israel
$87K +$87K +579 New
AF
395
Advisornet Financial
Minnesota
$87K +$87K +1,875 New
ED
396
Exane Derivatives
France
$84.1K -$4.76K -104 -5%
NFG
397
Next Financial Group
Texas
$82K -$1.94K -42 -2%
MHR
398
Matthew Hamilton Rosenberg
$80K – – –
PA
399
Parallel Advisors
California
$77K +$4.2K +91 +6%
SPIA
400
Steward Partners Investment Advisory
New York
$75K -$182K -3,936 -71%
14 15
16
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