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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 %
DWP
526
Destiny Wealth Partners
Florida
$519 – – –
FA
527
Fiduciary Alliance
South Carolina
$519 +$519 +14 New
PAG
528
Private Advisor Group
New Jersey
$411 -$143 -3,858 -26%
SWA
529
Sutton Wealth Advisors
Florida
$408 – – –
RFG
530
RFP Financial Group
Georgia
$334 +$334 +9 New
MYAM
531
Meiji Yasuda Asset Management
Japan
$219 +$219 +5,910 New
AWM
532
Accel Wealth Management
Iowa
$187 – – –
CAS
533
Coppell Advisory Solutions
Texas
$148 +$148 +4 New
CASC
534
Coppell Advisory Solutions Corp
Texas
$148 +$148 +4 New
TWD
535
True Wealth Design
Ohio
$37 +$37 +1 New
Balyasny Asset Management
536
Balyasny Asset Management
Illinois
– -$8.64M -267,364 Closed
E
537
Ergoteles
New York
– -$7.4M -229,027 Closed
SFI
538
Susquehanna Fundamental Investments
Pennsylvania
– -$5.19M -160,600 Closed
Qube Research & Technologies (QRT)
539
Qube Research & Technologies (QRT)
United Kingdom
– -$3.33M -102,974 Closed
EAM
540
Erste Asset Management
Austria
– -$1.73M -52,600 Closed
MF
541
Magnetar Financial
Illinois
– -$1.09M -33,747 Closed
VF
542
Virtu Financial
New York
– -$1.02M -31,439 Closed
ECM
543
ExodusPoint Capital Management
New York
– -$1.01M -31,228 Closed
DTL
544
Dynamic Technology Lab
Singapore
– -$987K -30,530 Closed
GCM
545
Graham Capital Management
Connecticut
– -$981K -30,364 Closed
HF
546
HRT Financial
New York
– -$954K -29,536 Closed
ACM
547
AlphaCrest Capital Management
New York
– -$928K -28,717 Closed
RWA
548
Redhawk Wealth Advisors
Minnesota
– -$815K -25,218 Closed
CCB
549
Cutter & Co Brokerage
Missouri
– -$751K -23,227 Closed
IAN
550
Integrated Advisors Network
Texas
– -$705K -21,815 Closed
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