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UGI
UGI

Overview Fund Activity

527 hedge funds and large institutions have $6.62B invested in UGI in 2022 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 200 increasing their positions, 155 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
527
Holders Change
-7
Holders Change %
-1.31%
% of All Funds
8.91%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
69
Increased
200
Reduced
155
Closed
69
Calls
$7.56M
Puts
$7.24M
Net Calls
+$322K
Net Calls Change
-$667K

Top Buyers

1
State Street
1
State Street
Massachusetts
$716M
2
Morgan Stanley
2
Morgan Stanley
New York
$60.5M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$888M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$19.3M
5
Los Angeles Capital Management
5
Los Angeles Capital Management
California
$17.1M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$241M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$795K
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$13M
4
APG Asset Management
4
APG Asset Management
Netherlands
$18.4M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$33.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
501
Versant Capital Management
Arizona
$3K – – –
JWM
502
Janiczek Wealth Management
Colorado
$3K +$182 +4 +6%
HI
503
Harbour Investments
Wisconsin
$3K +$3K +82 New
Bank of Montreal
504
Bank of Montreal
Ontario, Canada
$2.82K -$129 -3,233 -4%
VVP
505
Venture Visionary Partners
Ohio
$2.78K +$2.78K +72 New
FWM
506
Focused Wealth Management
New York
$2K – – –
LSA
507
Lansing Street Advisors
Pennsylvania
$2K – – –
FMII
508
Farmers & Merchants Investments Inc
Nebraska
$2K – – –
TFS
509
TrustCore Financial Services
Tennessee
$2K – – –
TSWM
510
Tyler-Stone Wealth Management
Ohio
$2K – – –
PWMG
511
Prestige Wealth Management Group
New Jersey
$2K +$1.28K +34 +179%
SC
512
Schubert & Co
Texas
$2K +$1.39K +36 +225%
CA
513
Clearstead Advisors
Ohio
$2K +$2K +39 New
RCM
514
Raleigh Capital Management
North Carolina
$2K +$2K +43 New
CA
515
CoreCap Advisors
Michigan
$2K +$2K +62 New
QC
516
Quent Capital
New York
$2K +$1.97K +63 +6,300%
SFG
517
Steward Financial Group
Texas
$2K +$2K +70 New
TWC
518
TD Waterhouse Canada
Ontario, Canada
$1.91K – – –
DWP
519
Destiny Wealth Partners
Florida
$1K – – –
FMP
520
Financial Management Professionals
Texas
$1K – – –
TFA
521
Transamerica Financial Advisors
Florida
$1K +$1K +1 New
GRP
522
Global Retirement Partners
California
$1K +$368 +7 +58%
DI
523
Disciplined Investments
Oklahoma
$1K +$194 +7 +24%
SC
524
SouthState Corp
Florida
$1K +$1K +23 New
TPCW
525
TD Private Client Wealth
New York
$965 – – –
19 20
21
22 23