UGI icon

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 %
NICM
601
Neo Ivy Capital Management
New York
– – -1,506 Closed
SFM
602
Signet Financial Management
New Jersey
– – -1,356 Closed
WFS
603
Widmann Financial Services
Maryland
– – -1,164 Closed
AP
604
Arlington Partners
Alabama
– – -1,142 Closed
LIM
605
Longfellow Investment Management
Massachusetts
– – -1,053 Closed
PCMC
606
Paragon Capital Management (Colorado)
Colorado
– – -1,000 Closed
FA
607
Financial Advantage
Maryland
– – -637 Closed
ACM
608
Aquatic Capital Management
Illinois
– – -500 Closed
FFG
609
Ford Financial Group
California
– – -470 Closed
DHGWA
610
Dixon Hughes Goodman Wealth Advisors
North Carolina
– – -280 Closed
SCA
611
Snowden Capital Advisors
New York
– – -218 Closed
TCWM
612
Total Clarity Wealth Management
Illinois
– – -191 Closed
HCP
613
Hexagon Capital Partners
Arkansas
– – -175 Closed
ST
614
Sageworth Trust
Pennsylvania
– – -132 Closed
RCM
615
Raleigh Capital Management
North Carolina
– – -111 Closed
EWM
616
Elmwood Wealth Management
California
– – -109 Closed
WPA
617
West Paces Advisors
Georgia
– – -105 Closed
CAL
618
Capital Analysts LLC
Pennsylvania
– – -63 Closed
SCA
619
Stonebridge Capital Advisors
Minnesota
– – -58 Closed
LWA
620
Lenox Wealth Advisors
New York
– – -39 Closed
AAP
621
Arax Advisory Partners
Colorado
– – -32 Closed
CA
622
CoreCap Advisors
Michigan
– – -6 Closed
JFA
623
JNBA Financial Advisors
Minnesota
– – -4 Closed
QC
624
Quent Capital
New York
$0 1 – –
CAC
625
Certified Advisory Corp
Florida
– – – –
22 23 24
25
26