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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 %
SWA
526
Sutton Wealth Advisors
Florida
$425 +$232 +6 +120%
Point72 Asset Management
527
Point72 Asset Management
Connecticut
– -$14.2M -391,300 Closed
Bank of Nova Scotia
528
Bank of Nova Scotia
Ontario, Canada
– -$13.9M -382,690 Closed
D.E. Shaw & Co
529
D.E. Shaw & Co
New York
– -$11.7M -322,528 Closed
Arrowstreet Capital
530
Arrowstreet Capital
Massachusetts
– -$9.26M -255,764 Closed
ICM
531
Invenomic Capital Management
Massachusetts
– -$5.31M -179,523 Closed
CC
532
Coann Capital
Connecticut
– -$6.08M -167,809 Closed
Balyasny Asset Management
533
Balyasny Asset Management
Illinois
– -$5.97M -164,689 Closed
DA
534
Duality Advisers
Florida
– -$5.69M -157,091 Closed
E
535
Ergoteles
New York
– -$5.55M -153,126 Closed
OMC
536
Old Mission Capital
Illinois
– -$4.1M -113,105 Closed
RPI
537
Railway Pension Investments
United Kingdom
– -$4M -110,500 Closed
CIAS
538
CFS Investment Advisory Services
New Jersey
– -$2K -69,361 Closed
QT
539
Quantbot Technologies
New York
– -$2.35M -64,882 Closed
SAM
540
Synergy Asset Management
Washington
– -$1.98M -54,607 Closed
OSIA
541
O'Shares Investment Advisers
Massachusetts
– -$1.8M -49,571 Closed
HIIFS
542
Harel Insurance Investments & Financial Services
Israel
– -$1.63M -45,000 Closed
IG
543
ING Group
Netherlands
– -$1.21M -33,500 Closed
MFS
544
Mirabella Financial Services
United Kingdom
– -$1.12M -30,996 Closed
PI
545
PineBridge Investments
New York
– -$1.06M -29,346 Closed
ECM
546
ExodusPoint Capital Management
New York
– -$1.04M -28,707 Closed
PP
547
PDT Partners
New York
– -$996K -27,500 Closed
UH
548
Unigestion Holding
Switzerland
– -$954K -26,328 Closed
Qube Research & Technologies (QRT)
549
Qube Research & Technologies (QRT)
United Kingdom
– -$819K -22,600 Closed
VI
550
Versor Investments
New York
– -$811K -22,400 Closed
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