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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 %
TWA
501
TCI Wealth Advisors
Arizona
$15K 319 +50 +19%
LF
502
Lee Financial
Texas
$14K 302 -300 -50%
RFA
503
Reilly Financial Advisors
California
$14K 300 – –
CAL
504
Capital Advisors Ltd
Ohio
$14K 315 +315 New
BWM
505
BerganKDV Wealth Management
Minnesota
$13K 287 +2 +0.7%
DHGWA
506
Dixon Hughes Goodman Wealth Advisors
North Carolina
$13K 280 +280 New
BFEC
507
Benjamin F. Edwards & Company
Missouri
$12K 255 – –
ZB
508
Zions Bancorporation
Utah
$11K 250 – –
First Manhattan
509
First Manhattan
New York
$11K 255 – –
FFA
510
Freedman Financial Associates
Massachusetts
$11K 233 – –
BCM
511
Blume Capital Management
California
$10K 223 – –
GWSG
512
GPS Wealth Strategies Group
Colorado
$10K 210 – –
SCA
513
Snowden Capital Advisors
New York
$10K 218 +218 New
RMC
514
Resources Management Corp
Connecticut
$9K 200 -300 -60%
TCWM
515
Total Clarity Wealth Management
Illinois
$9K 191 – –
AF
516
Allworth Financial
California
$9K 194 +190 +4,750%
HCP
517
Hexagon Capital Partners
Arkansas
$8K 175 – –
HC
518
Hoese & Co
Minnesota
$7K 159 – –
CCM
519
Cribstone Capital Management
Maine
$7K 150 – –
SBL
520
Sargent Bickham Lagudis
Colorado
$7K 159 – –
EARNEST Partners
521
EARNEST Partners
Georgia
$7K 153 – –
AA
522
Addison Advisors
Vermont
$7K 148 +148 New
A
523
AustralianSuper
Australia
$6.88K 150,315 +150,315 New
ST
524
Sageworth Trust
Pennsylvania
$6K 132 -443 -77%
MW
525
Milestone Wealth
New York
$6K 122 +122 New
19 20
21
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