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UGI
UGI

Overview Fund Activity

507 hedge funds and large institutions have $7.16B invested in UGI in 2021 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 156 increasing their positions, 175 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
+9
Holders Change %
+1.81%
% of All Funds
8.9%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
54
Increased
156
Reduced
175
Closed
36
Calls
$17.9M
Puts
$5.79M
Net Calls
+$12.1M
Net Calls Change
+$10.1M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$977M
2
BlackRock
BlackRock
New York
$1.04B
3
Invesco
Invesco
Georgia
$38.8M
4
SCM
Snyder Capital Management
California
$154M
5
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$12.6M

Top Sellers

1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$7.79M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$578M
3
State Street
State Street
Massachusetts
$561M
4
Victory Capital Management
Victory Capital Management
Texas
$25.8M
5
Wells Fargo
Wells Fargo
California
$24.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
501
Prestige Wealth Management Group
New Jersey
$1K – – –
DWP
502
Destiny Wealth Partners
Florida
$1K +$1K +14 New
BBHC
503
Brown Brothers Harriman & Co
New York
$2 – – –
Verition Fund Management
504
Verition Fund Management
Connecticut
– -$5.97M -128,886 Closed
HIMCH
505
Hartford Investment Management Co (HIMCO)
Connecticut
– -$2.39M -51,503 Closed
Connor, Clark & Lunn Investment Management (CC&L)
506
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$2.22M -47,996 Closed
Walleye Capital
507
Walleye Capital
New York
– -$1.89K -40,846 Closed
GCP
508
GSA Capital Partners
United Kingdom
– -$1.87M -40,264 Closed
EGM
509
Engineers Gate Manager
New York
– -$880K -19,002 Closed
Two Sigma Advisers
510
Two Sigma Advisers
New York
– -$861K -18,600 Closed
CIM
511
Chiron Investment Management
New York
– -$471K -10,167 Closed
SCA
512
Salient Capital Advisors
Texas
– -$471K -10,162 Closed
GAM
513
Grandview Asset Management
Pennsylvania
– -$456K -9,846 Closed
LCM
514
Laurion Capital Management
New York
– -$375K -8,100 Closed
DRZID
515
DePrince Race & Zollo Inc (DRZ)
Florida
– -$334K -7,220 Closed
Public Sector Pension Investment Board (PSP Investments)
516
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
– -$333K -7,199 Closed
NAM
517
NorthCoast Asset Management
Connecticut
– -$322K -6,956 Closed
GIA
518
Gladstone Institutional Advisory
Florida
– -$315K -6,802 Closed
HW
519
Hancock Whitney
Mississippi
– -$290K -6,270 Closed
MME
520
Meag Munich Ergo
Germany
– -$267K -5,758 Closed
RWM
521
RKL Wealth Management
Pennsylvania
– -$263K -5,675 Closed
TCM
522
Teza Capital Management
Illinois
– -$235K -5,071 Closed
SSA
523
Schonfeld Strategic Advisors
New York
– -$222K -4,800 Closed
BIAS
524
Beacon Investment Advisory Services
New Jersey
– -$212K -4,575 Closed
BMC
525
Beaton Management Company
Massachusetts
– -$208K -4,500 Closed
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