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UGI
UGI

Overview Fund Activity

527 hedge funds and large institutions have $6.62B invested in UGI in 2022 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 200 increasing their positions, 155 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
527
Holders Change
-7
Holders Change %
-1.31%
% of All Funds
8.91%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
69
Increased
200
Reduced
155
Closed
69
Calls
$7.56M
Puts
$7.24M
Net Calls
+$322K
Net Calls Change
-$667K

Top Buyers

1
State Street
1
State Street
Massachusetts
$716M
2
Morgan Stanley
2
Morgan Stanley
New York
$60.5M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$888M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$19.3M
5
Los Angeles Capital Management
5
Los Angeles Capital Management
California
$17.1M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$241M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$795K
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$13M
4
APG Asset Management
4
APG Asset Management
Netherlands
$18.4M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$33.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Los Angeles Capital Management
51
Los Angeles Capital Management
California
$17.1M +$13.2M +342,319 +341%
Ameriprise
52
Ameriprise
Minnesota
$16.3M -$1.89M -48,962 -10%
VOYA Investment Management
53
VOYA Investment Management
Georgia
$16M +$54.3K +1,407 +0.3%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$15.7M -$598K -15,484 -4%
Canada Life
55
Canada Life
Manitoba, Canada
$15.7M +$9.02M +233,276 +135%
HCM
56
Howland Capital Management
Massachusetts
$14.6M -$797K -20,448 -5%
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$14.2M +$179K +4,634 +1%
UBS Group
58
UBS Group
Switzerland
$14M +$3.73M +96,523 +36%
AIG
59
American International Group
New York
$13.4M -$326K -8,453 -2%
Allspring Global Investments
60
Allspring Global Investments
North Carolina
$13M -$25.3M -655,978 -66%
Zurich Cantonal Bank
61
Zurich Cantonal Bank
Switzerland
$12.9M -$1.04M -26,872 -7%
ORIO
62
Old Republic International (ORI)
Illinois
$12.9M – – –
RP
63
Reinhart Partners
Wisconsin
$12.9M -$78.2K -2,025 -0.6%
GT
64
Glenmede Trust
Pennsylvania
$12.7M -$899K -23,276 -7%
Aviva
65
Aviva
United Kingdom
$12.5M +$9.51M +246,403 +316%
CS
66
Credit Suisse
Switzerland
$12.5M -$1.12M -28,968 -8%
Wells Fargo
67
Wells Fargo
California
$12.1M -$851K -22,038 -7%
Millennium Management
68
Millennium Management
New York
$11.5M -$9.02M -233,732 -44%
New York State Teachers Retirement System (NYSTRS)
69
New York State Teachers Retirement System (NYSTRS)
New York
$11.4M +$772K +20,000 +7%
Franklin Resources
70
Franklin Resources
California
$11.3M -$2.12M -54,899 -16%
Mitsubishi UFJ Trust & Banking
71
Mitsubishi UFJ Trust & Banking
Japan
$11.3M +$3.75M +97,023 +49%
Prudential Financial
72
Prudential Financial
New Jersey
$10.4M -$13.6M -350,201 -57%
New York State Common Retirement Fund
73
New York State Common Retirement Fund
New York
$10.2M +$236K +6,117 +2%
Thrivent Financial for Lutherans
74
Thrivent Financial for Lutherans
Minnesota
$9.67M -$483K -12,497 -5%
HSBC Holdings
75
HSBC Holdings
United Kingdom
$9.67M +$1.74M +45,011 +22%
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