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UGI
UGI

Overview Fund Activity

560 hedge funds and large institutions have $7.7B invested in UGI in 2021 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 171 increasing their positions, 174 reducing their positions, and 41 closing their positions.

Holders
560
Holders Change
+53
Holders Change %
+10.45%
% of All Funds
8.65%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
105
Increased
171
Reduced
174
Closed
41
Calls
$9.2M
Puts
$3.67M
Net Calls
+$5.53M
Net Calls Change
-$6.55M

Top Buyers

1
State Street
1
State Street
Massachusetts
$643M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.09B
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$29.8M
4
Goldman Sachs
4
Goldman Sachs
New York
$62.6M
5
AssetMark Inc
5
AssetMark Inc
California
$26M

Top Sellers

1
SOMRS
1
State of Michigan Retirement System
Michigan
$2.76M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$512M
3
Canada Life
3
Canada Life
Manitoba, Canada
$7.39M
4
NIPH
4
NN Investment Partners Holdings
Netherlands
$1.04M
5
Wells Fargo
5
Wells Fargo
California
$11.4M
Name Market Value Shares Shares
Change 		Shares
Change %
CA
551
CoreCap Advisors
Michigan
$1K 6 +6 New
SC
552
Schubert & Co
Texas
$1K 25 +25 New
AAP
553
Arax Advisory Partners
Colorado
$1K 32 +32 New
SWA
554
Sutton Wealth Advisors
Florida
$964 21 +21 New
CP
555
Castleview Partners
Texas
$307 14,094 +14,094 New
FFG
556
Ford Financial Group
California
$21 470 +470 New
BBHC
557
Brown Brothers Harriman & Co
New York
$2 49 – –
HF
558
HRT Financial
New York
– – -148,422 Closed
Mackenzie Financial
559
Mackenzie Financial
Ontario, Canada
– – -100,693 Closed
E
560
Ergoteles
New York
– – -79,104 Closed
ACI
561
AMP Capital Investors
Australia
– – -71,649 Closed
PP
562
Prudential plc
United Kingdom
– – -35,148 Closed
IMPI
563
Ilmarinen Mutual Pension Insurance
Finland
– – -27,000 Closed
PAMP
564
Polar Asset Management Partners
Ontario, Canada
– – -21,640 Closed
AIM
565
Achmea Investment Management
Netherlands
– – -19,698 Closed
MPAM
566
Monarch Partners Asset Management
Massachusetts
– – -19,540 Closed
JG
567
Jefferies Group
New York
– – -18,300 Closed
FWIA
568
Fort Washington Investment Advisors
Ohio
– – -17,000 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
569
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– – -11,639 Closed
JCIA
570
Jackson Creek Investment Advisors
Colorado
– – -10,531 Closed
MF
571
Magnetar Financial
Illinois
– – -8,954 Closed
PHK
572
Point72 Hong Kong
Hong Kong
– – -6,637 Closed
FIM
573
Freedom Investment Management
Connecticut
– – -6,058 Closed
RFC
574
Regions Financial Corp
Alabama
– – -5,853 Closed
IRF
575
IBM Retirement Fund
New York
– – -5,807 Closed
21 22
23
24 25