UGI icon

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.

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

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$59.6M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$11.7M
3
APG Asset Management
APG Asset Management
Netherlands
$2.68M
4
Goldman Sachs
Goldman Sachs
New York
$50.2M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
501
Compass Wealth Management
Connecticut
$2.71K +$2.71K +73 New
EE
502
EWG Elevate
California
$2.52K +$2.52K +68 New
RBC
503
Romano Brothers & Co
Illinois
$2.41K +$2.41K +65 New
CA
504
CoreCap Advisors
Michigan
$2.41K +$2.41K +65 New
GWS
505
Glassman Wealth Services
Virginia
$2.37K -$3.34K -90 -58%
QC
506
Quent Capital
New York
$2.36K -$37 -1 -2%
FWM
507
Focused Wealth Management
New York
$2.28K – – –
TWA
508
TCI Wealth Advisors
Arizona
$2.15K -$22.9K -617 -91%
WTC
509
WhitTier Trust Company
Nevada
$2K +$2K +54 New
TSWM
510
Tyler-Stone Wealth Management
Ohio
$2K – – –
LSA
511
Lansing Street Advisors
Pennsylvania
$1.93K +$37 +1 +2%
HI
512
Harbour Investments
Wisconsin
$1.85K -$1.19K -32 -39%
CFO
513
CVA Family Office
Colorado
$1.85K +$1.85K +50 New
PWMG
514
Prestige Wealth Management Group
New Jersey
$1.83K +$1.12K +30 +158%
TWC
515
TD Waterhouse Canada
Ontario, Canada
$1.83K – – –
FGAM
516
Financial Gravity Asset Management
Texas
$1.8K +$1.8K +37 New
SC
517
Schubert & Co
Texas
$1.52K +$74 +2 +5%
MRCM
518
M&R Capital Management
New Jersey
$1.48K +$1.48K +39 New
Citadel Advisors
519
Citadel Advisors
Florida
$1.41K -$8.02M -216,371 -100%
DI
520
Disciplined Investments
Oklahoma
$1.22K +$37 +1 +3%
SIC
521
SJS Investment Consulting
Ohio
$1.15K -$148 -4 -11%
FMP
522
Financial Management Professionals
Texas
$1K – – –
SWM
523
Sugarloaf Wealth Management
Georgia
$964 +$964 +26 New
TPCW
524
TD Private Client Wealth
New York
$927 – – –
NMG
525
New Millennium Group
Utah
$927 +$927 +25 New
19 20
21
22 23