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UGI
UGI

Overview Fund Activity

534 hedge funds and large institutions have $6.28B invested in UGI in 2022 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 200 increasing their positions, 165 reducing their positions, and 94 closing their positions.

Holders
534
Holders Change
-26
Holders Change %
-4.64%
% of All Funds
8.45%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
76
Increased
200
Reduced
165
Closed
94
Calls
$8.61M
Puts
$7.62M
Net Calls
+$989K
Net Calls Change
-$4.54M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.1B
2
Invesco
2
Invesco
Georgia
$64.3M
3
LSV Asset Management
3
LSV Asset Management
Illinois
$78.9M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$25.7M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$58.6M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$329M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$807M
3
RS
3
Robeco Schweiz
Switzerland
$0
4
EIP
4
Energy Income Partners
Connecticut
$30.6M
5
ZIM
5
Zacks Investment Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PFS
526
Prospera Financial Services
Texas
$1K 30 +30 New
CI
527
Cordant Inc
Oregon
$1K 31 +31 New
TPCW
528
TD Private Client Wealth
New York
$906 25 – –
SWA
529
Sutton Wealth Advisors
Florida
$181 5 -16 -76%
RS
530
Robeco Schweiz
Switzerland
– – -878,000 Closed
ZIM
531
Zacks Investment Management
Illinois
– – -656,090 Closed
CCM
532
Copeland Capital Management
Pennsylvania
– – -393,252 Closed
CWM
533
Congress Wealth Management
Massachusetts
– – -209,384 Closed
EF
534
Empowered Funds
Pennsylvania
– – -106,340 Closed
JF
535
Jump Financial
Illinois
– – -83,800 Closed
CIM
536
Cambria Investment Management
California
– – -81,756 Closed
Voloridge Investment Management
537
Voloridge Investment Management
Florida
– – -78,379 Closed
OTPPB
538
Ontario Teachers' Pension Plan Board
Ontario, Canada
– – -77,340 Closed
Walleye Capital
539
Walleye Capital
New York
– – -76,480 Closed
EAM
540
Eagle Asset Management
Florida
– – -38,030 Closed
MLICM
541
Metropolitan Life Insurance Company (MetLife)
New York
– – -37,389 Closed
DTL
542
Dynamic Technology Lab
Singapore
– – -34,239 Closed
BBVA
543
Banco Bilbao Vizcaya Argentaria
Spain
– – -30,880 Closed
MCM
544
Mork Capital Management
California
– – -29,000 Closed
SFI
545
Susquehanna Fundamental Investments
Pennsylvania
– – -27,554 Closed
TCM
546
Teza Capital Management
Illinois
– – -20,590 Closed
ACM
547
AlphaCrest Capital Management
New York
– – -19,077 Closed
GTCM
548
Gyon Technologies Capital Management
New Jersey
– – -17,504 Closed
FRM
549
Fox Run Management
Connecticut
– – -15,900 Closed
GCP
550
GSA Capital Partners
United Kingdom
– – -14,966 Closed
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