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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
$1.09B
2
EIP
Energy Income Partners
Connecticut
$96.5M
3
Vanguard Group
Vanguard Group
Pennsylvania
$994M
4
ZIM
Zacks Investment Management
Illinois
$31.2M
5
JAM
Jupiter Asset Management
United Kingdom
$33.7M

Top Sellers

1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$98.2M
2
Prudential Financial
Prudential Financial
New Jersey
$17.3M
3
State Street
State Street
Massachusetts
$630M
4
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$1.11M
5
Norges Bank
Norges Bank
Norway
$98.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWSG
476
GPS Wealth Strategies Group
Colorado
$5K – – –
EWM
477
Elmwood Wealth Management
California
$5K +$5K +109 New
TPCW
478
TD Private Client Wealth
New York
$4.08K – – –
VCM
479
Versant Capital Management
Arizona
$4K -$6.37K -129 -61%
FWM
480
Focused Wealth Management
New York
$3K – – –
TFO
481
Tarbox Family Office
California
$3K – – –
BFC
482
Bedel Financial Consulting
Indiana
$3K – – –
GWS
483
Glassman Wealth Services
Virginia
$2K – – –
CI
484
CX Institutional
Indiana
$2K – – –
TFS
485
TrustCore Financial Services
Tennessee
$2K – – –
PWA
486
Phoenix Wealth Advisors
North Carolina
$2K – – –
FMP
487
Financial Management Professionals
Texas
$2K +$2K +45 New
Walleye Capital
488
Walleye Capital
New York
$1.89K +$1.89K +40,846 New
PWMG
489
Prestige Wealth Management Group
New Jersey
$1K – – –
PFBT
490
Parkside Financial Bank & Trust
Missouri
$1K – – –
JWM
491
Janiczek Wealth Management
Colorado
$1K – – –
SB
492
Strategic Blueprint
Georgia
$1K +$1K +32 New
H
493
HoyleCohen
California
$248 – – –
BBHC
494
Brown Brothers Harriman & Co
New York
$2 – – –
FAF
495
Fjarde Ap-fonden
Sweden
– -$8.33M -203,172 Closed
SCM
496
SIR Capital Management
New York
– -$7.07M -172,300 Closed
Two Sigma Investments
497
Two Sigma Investments
New York
– -$4.57M -111,423 Closed
ICM
498
Invenomic Capital Management
Massachusetts
– -$3.26M -79,553 Closed
EF
499
Empowered Funds
Pennsylvania
– -$2.71M -77,492 Closed
Qube Research & Technologies (QRT)
500
Qube Research & Technologies (QRT)
United Kingdom
– -$3.12M -75,975 Closed
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