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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 %
KAS
576
Kestra Advisory Services
Texas
– – -4,978 Closed
AI
577
AXS Investments
New York
– – -4,971 Closed
CB
578
Commerce Bank
Missouri
– – -4,945 Closed
PFO
579
Pathstone Family Office
New Jersey
– – -4,834 Closed
Acadian Asset Management
580
Acadian Asset Management
Massachusetts
– – -3,666 Closed
MA
581
MCF Advisors
Kentucky
– – -2,250 Closed
Walleye Trading
582
Walleye Trading
New York
– – -2,059 Closed
Twin Tree Management
583
Twin Tree Management
Texas
– – -1,002 Closed
CG
584
Cutler Group
California
– – -680 Closed
BMD
585
Better Money Decisions
New Mexico
– – -669 Closed
KIG
586
Kowal Investment Group
Wisconsin
– – -329 Closed
TAIM
587
TD Ameritrade Investment Management
Nebraska
– – -233 Closed
Loomis, Sayles & Company
588
Loomis, Sayles & Company
Massachusetts
– – -224 Closed
RCA
589
Ranch Capital Advisors
Florida
– – -169 Closed
BCWM
590
Bartlett & Co Wealth Management
Ohio
– – -163 Closed
BC
591
Bartlett & Co
Ohio
– – -163 Closed
OSAM
592
O'Shaughnessy Asset Management
Connecticut
– – -146 Closed
GPA
593
Guidance Point Advisors
Massachusetts
– – -136 Closed
ED
594
Exane Derivatives
France
– – -61 Closed
CI
595
CX Institutional
Indiana
– – -37 Closed
CAC
596
Certified Advisory Corp
Florida
– – -37 Closed
PWA
597
Phoenix Wealth Advisors
North Carolina
– – -34 Closed
SAI
598
Systematic Alpha Investments
New Jersey
– – -1 Closed
BWM
599
Baystate Wealth Management
Massachusetts
$0 1 – –
SIS
600
Sound Income Strategies
Florida
– – – –
21 22 23
24
25