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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 %
Jane Street
551
Jane Street
New York
– – -14,773 Closed
CP
552
Castleview Partners
Texas
– – -14,094 Closed
HIS
553
Horizon Investment Services
Indiana
– – -13,459 Closed
BFG
554
Beacon Financial Group
Texas
– – -13,168 Closed
Citadel Advisors
555
Citadel Advisors
Florida
– – -12,234 Closed
PCM
556
Prelude Capital Management
New York
– – -9,996 Closed
SIA
557
SkyView Investment Advisors
New Jersey
– – -8,244 Closed
CNB
558
Camden National Bank
Maine
– – -8,225 Closed
VVP
559
Venture Visionary Partners
Ohio
– – -7,731 Closed
HWIS
560
Hancock Whitney Investment Services
Louisiana
– – -7,605 Closed
CAAS
561
Capital Asset Advisory Services
Michigan
– – -7,604 Closed
SEC
562
Seven Eight Capital
New York
– – -7,486 Closed
GT
563
Glenview Trust
Kentucky
– – -7,400 Closed
SM
564
Sciencast Management
New Jersey
– – -6,888 Closed
VCM
565
Virtue Capital Management
Tennessee
– – -6,886 Closed
GC
566
Gilbert & Cook
Iowa
– – -6,801 Closed
BRWA
567
B. Riley Wealth Advisors
Florida
– – -6,190 Closed
GC
568
Gratus Capital
Georgia
– – -5,963 Closed
GCM
569
Graham Capital Management
Connecticut
– – -5,885 Closed
AIL
570
AGF Investments LLC
Ontario, Canada
– – -5,727 Closed
WDC
571
Woodward Diversified Capital
California
– – -5,616 Closed
BDF
572
Balasa Dinverno & Foltz
– – -5,533 Closed
H
573
HoyleCohen
California
– – -5,395 Closed
QC
574
Quadrature Capital
United Kingdom
– – -5,321 Closed
LWAC
575
Laurel Wealth Advisors (California)
California
– – -5,139 Closed
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