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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 %
CWC
426
Carolinas Wealth Consulting
North Carolina
$139K 3,000 – –
PMAM
427
Penn Mutual Asset Management
Pennsylvania
$137K 2,990 -2,915 -49%
TF
428
Tompkins Financial
New York
$134K 2,924 – –
Canada Pension Plan Investment Board
429
Canada Pension Plan Investment Board
Ontario, Canada
$122K 2,656 -531 -17%
SPIA
430
Steward Partners Investment Advisory
New York
$122K 2,668 +227 +9%
VNA
431
Valley National Advisers
Pennsylvania
$121K 2,639 -277 -9%
VI
432
Vestcor Inc
New Brunswick, Canada
$118K 2,581 -506 -16%
DAC
433
Dividend Assets Capital
South Carolina
$117K 2,551 – –
NFG
434
Next Financial Group
Texas
$116K 2,529 +146 +6%
DSC
435
Duncker Streett & Co
Missouri
$115K 2,500 – –
PA
436
Parallel Advisors
California
$108K 2,345 +734 +46%
MAM
437
McCarthy Asset Management
California
$103K 2,250 – –
BHWM
438
Beaird Harris Wealth Management
Texas
$103K 2,250 +2,250 New
KTC
439
Kistler-Tiffany Companies
Pennsylvania
$101K 2,195 +6 +0.3%
RPCONE
440
Retirement Planning Company of New England
Rhode Island
$99K 2,170 +2,170 New
MHR
441
Matthew Hamilton Rosenberg
$97K 2,119 -161 -7%
CI
442
Carroll Investors
South Carolina
$97K 2,123 +2,123 New
AF
443
Advisornet Financial
Minnesota
$96K 2,096 +65 +3%
DA
444
Denali Advisors
California
$94K 2,049 +619 +43%
IA
445
IFP Advisors
Florida
$93K 1,990 -1,348 -40%
FHA
446
First Horizon Advisors
Tennessee
$92K 2,034 -12 -0.6%
FPS
447
Fieldpoint Private Securities
Connecticut
$88K 1,923 -7,689 -80%
VanEck Associates
448
VanEck Associates
New York
$85K 1,856 +60 +3%
QCG
449
Quadrant Capital Group
Ohio
$79K 1,721 +284 +20%
CWS
450
Confluence Wealth Services
Pennsylvania
$79K 1,731 +1,731 New
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