UGI icon

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 %
AA
76
Ancora Advisors
Ohio
$13.5M 293,947 -53,110 -15%
CC
77
Cannell & Co
New York
$13M 282,716 +117,232 +71%
Thrivent Financial for Lutherans
78
Thrivent Financial for Lutherans
Minnesota
$12.2M 266,739 +51,220 +24%
Barclays
79
Barclays
United Kingdom
$11.8M 257,845 -208,635 -45%
State Board of Administration of Florida Retirement System
80
State Board of Administration of Florida Retirement System
Florida
$11.8M 257,386 +19,505 +8%
New York State Common Retirement Fund
81
New York State Common Retirement Fund
New York
$11.6M 252,661 -6,366 -2%
HSBC Holdings
82
HSBC Holdings
United Kingdom
$11.6M 252,433 +66,219 +36%
Wells Fargo
83
Wells Fargo
California
$11.4M 248,513 -322,082 -56%
TRSOTSOK
84
Teachers Retirement System of the State of Kentucky
Kentucky
$9.76M 212,568 – –
CWM
85
Congress Wealth Management
Massachusetts
$9.61M 209,384 +209,384 New
Zurich Cantonal Bank
86
Zurich Cantonal Bank
Switzerland
$9.57M 208,460 -86,127 -29%
Comerica Bank
87
Comerica Bank
Texas
$9.31M 209,771 +8,742 +4%
RPI
88
Railway Pension Investments
United Kingdom
$9.24M 201,300 – –
Axa
89
Axa
France
$8.86M 192,879 +10,800 +6%
Stifel Financial
90
Stifel Financial
Missouri
$8.83M 192,410 -47,999 -20%
MOACM
91
Mutual of America Capital Management
New York
$8.59M 187,006 +2,658 +1%
Asset Management One
92
Asset Management One
Japan
$8.53M 186,239 +27,552 +17%
Qube Research & Technologies (QRT)
93
Qube Research & Technologies (QRT)
United Kingdom
$8.49M 184,863 -71,780 -28%
CSS
94
Cubist Systematic Strategies
Connecticut
$8.24M 179,405 +115,759 +182%
Truist Financial
95
Truist Financial
North Carolina
$8.12M 176,826 -54,988 -24%
Mitsubishi UFJ Trust & Banking
96
Mitsubishi UFJ Trust & Banking
Japan
$7.84M 170,851 -11,852 -6%
Janus Henderson Group
97
Janus Henderson Group
United Kingdom
$7.82M 170,306 -120,588 -41%
Toronto Dominion Bank
98
Toronto Dominion Bank
Ontario, Canada
$7.77M 169,330 +139,855 +474%
Canada Life
99
Canada Life
Manitoba, Canada
$7.39M 161,229 -475,632 -75%
RIA
100
RPG Investment Advisory
California
$7.27M 158,440 +945 +0.6%
2 3
4
5 6