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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 %
TF
401
Tompkins Financial
New York
$97K – – –
DSC
402
Duncker Streett & Co
Missouri
$97K – – –
IUHSA
403
Itau Unibanco Holding S.A.
Brazil
$96K +$96K +2,492 New
AW
404
ACG Wealth
Georgia
$95K +$95K +2,459 New
HBW
405
Hazlett, Burt & Watson
West Virginia
$93K +$307 +8 +0.3%
MA
406
MCF Advisors
Kentucky
$87K – – –
BHWM
407
Beaird Harris Wealth Management
Texas
$87K – – –
KTC
408
Kistler-Tiffany Companies
Pennsylvania
$85K +$308 +8 +0.4%
MHR
409
Matthew Hamilton Rosenberg
$85K +$7.07K +178 +9%
PPWM
410
PFG Private Wealth Management
Florida
$84K – – –
HFS
411
Hantz Financial Services
Michigan
$83K -$2.77M -71,815 -97%
WAM
412
Worth Asset Management
Texas
$83K – – –
DZ Bank
413
DZ Bank
Germany
$75K -$81.9K -2,136 -52%
PA
414
Parallel Advisors
California
$69K +$5.82K +151 +9%
KC
415
Kepos Capital
New York
$66K +$66K +1,712 New
FHA
416
First Horizon Advisors
Tennessee
$65K +$13.2K +348 +26%
National Bank of Canada
417
National Bank of Canada
Quebec, Canada
$64K -$2.15M -55,221 -97%
SWM
418
SeaCrest Wealth Management
New York
$64K +$64K +1,669 New
MPWT
419
MassMutual Private Wealth & Trust
Connecticut
$60K +$1.5K +39 +3%
T
420
TOBAM
France
$60K +$31K +806 +107%
QCG
421
Quadrant Capital Group
Ohio
$58K +$14.3K +368 +33%
VNA
422
Valley National Advisers
Pennsylvania
$57K -$122K -3,101 -68%
DA
423
Denali Advisors
California
$54K -$378K -9,800 -88%
CWP
424
Concord Wealth Partners
Virginia
$54K – – –
BTI
425
Blue Trust Inc
Georgia
$54K +$54K +1,481 New
15 16
17
18 19