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UGI
UGI

Overview Fund Activity

536 hedge funds and large institutions have $6.49B invested in UGI in 2022 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 186 increasing their positions, 172 reducing their positions, and 48 closing their positions.

Holders
536
Holders Change
+29
Holders Change %
+5.72%
% of All Funds
8.65%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
85
Increased
186
Reduced
172
Closed
48
Calls
$14.6M
Puts
$2.03M
Net Calls
+$12.6M
Net Calls Change
+$5.88M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.26B
2
State Street
2
State Street
Massachusetts
$737M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$927M
4
Prudential Financial
4
Prudential Financial
New Jersey
$49.4M
5
Invesco
5
Invesco
Georgia
$73.5M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$59.6M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$11.7M
3
APG Asset Management
3
APG Asset Management
Netherlands
$2.68M
4
Goldman Sachs
4
Goldman Sachs
New York
$50.2M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
JAM
26
Jupiter Asset Management
United Kingdom
$43.9M -$33.1K -893 -0.1%
BGIM
27
Brandywine Global Investment Management
Pennsylvania
$42.2M +$2.46M +66,303 +6%
ProShare Advisors
28
ProShare Advisors
Maryland
$37.4M +$13.5M +363,015 +56%
Nuveen Asset Management
29
Nuveen Asset Management
Illinois
$31.6M -$64.8K -1,747 -0.2%
Swiss National Bank
30
Swiss National Bank
Switzerland
$31.5M -$2.2M -59,223 -7%
Principal Financial Group
31
Principal Financial Group
Iowa
$30.5M +$181K +4,877 +0.6%
UBS AM
32
UBS AM
Illinois
$30.3M +$2.43M +65,588 +9%
Manulife (Manufacturers Life Insurance)
33
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$29.8M +$185K +4,996 +0.6%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$29.6M -$7.25M -195,586 -20%
Russell Investments Group
35
Russell Investments Group
United Kingdom
$26.1M -$6.24M -168,160 -19%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$23.6M +$4.04K +109 +0%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$22.6M +$132K +3,574 +0.6%
MAP
38
Managed Asset Portfolios
Michigan
$21.6M -$630 -17 -0%
A
39
AustralianSuper
Australia
$21.1M +$1.57M +41,203 +8%
GF
40
Gabelli Funds
New York
$19.3M +$18.5K +500 +0.1%
Bank of America
41
Bank of America
North Carolina
$19.3M -$2.19M -59,133 -10%
Retirement Systems of Alabama
42
Retirement Systems of Alabama
Alabama
$18.9M +$68.6K +1,851 +0.4%
Allspring Global Investments
43
Allspring Global Investments
North Carolina
$18.9M +$13.2M +355,397 +231%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$18.7M +$481K +12,968 +3%
WCM
45
Wedge Capital Management
North Carolina
$18.4M -$2.69M -72,563 -13%
CS
46
Credit Suisse
Switzerland
$17.2M +$4.52M +122,050 +36%
AllianceBernstein
47
AllianceBernstein
Tennessee
$17.2M -$6.25M -168,568 -27%
Canada Life
48
Canada Life
Manitoba, Canada
$17.1M +$2.06M +55,410 +14%
Mitsubishi UFJ Trust & Banking
49
Mitsubishi UFJ Trust & Banking
Japan
$16.5M +$299K +8,078 +2%
AWM
50
AE Wealth Management
Kansas
$14.5M +$3.63M +97,928 +34%
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