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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.

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 %
State Board of Administration of Florida Retirement System
76
State Board of Administration of Florida Retirement System
Florida
$9.5M -$405K -10,491 -4%
State of Wisconsin Investment Board
77
State of Wisconsin Investment Board
Wisconsin
$9.04M -$6.85M -177,496 -43%
BFA
78
Bragg Financial Advisors
North Carolina
$8.65M +$4.78M +123,734 +123%
Holocene Advisors
79
Holocene Advisors
New York
$8.58M +$5.03M +130,323 +142%
Allianz Asset Management
80
Allianz Asset Management
Germany
$8.34M -$7.44M -192,703 -47%
WBC
81
Westpac Banking Corp
Australia
$8.11M +$1.86M +48,069 +30%
Comerica Bank
82
Comerica Bank
Texas
$7.78M -$272K -6,607 -3%
Citigroup
83
Citigroup
New York
$7.7M +$938K +24,287 +14%
M&T Bank
84
M&T Bank
New York
$7.16M +$1.74M +45,800 +32%
DnB Asset Management
85
DnB Asset Management
Norway
$7.07M +$293K +7,578 +4%
Stifel Financial
86
Stifel Financial
Missouri
$6.91M -$768K -19,890 -10%
MOACM
87
Mutual of America Capital Management
New York
$6.78M -$607K -15,711 -8%
Skandinaviska Enskilda Banken (SEB)
88
Skandinaviska Enskilda Banken (SEB)
Sweden
$6.75M +$1.13M +29,343 +20%
Asset Management One
89
Asset Management One
Japan
$6.73M -$171K -4,438 -2%
ERSOT
90
Employees Retirement System of Texas
Texas
$6.29M – – –
Axa
91
Axa
France
$6.28M +$8.22K +213 +0.1%
RIA
92
RPG Investment Advisory
California
$6.17M +$10.4K +270 +0.2%
Envestnet Asset Management
93
Envestnet Asset Management
Illinois
$6.09M +$1.31M +33,864 +27%
Commonwealth Equity Services
94
Commonwealth Equity Services
Massachusetts
$6.06M +$195K +5,051 +3%
AB
95
Amalgamated Bank
New York
$5.98M +$369K +9,569 +7%
Barclays
96
Barclays
United Kingdom
$5.91M +$1.69M +43,887 +40%
Janney Montgomery Scott
97
Janney Montgomery Scott
Pennsylvania
$5.9M -$54K -1,359 -0.9%
JPMPWA
98
J.P. Morgan Private Wealth Advisors
California
$5.9M +$26.5K +686 +0.5%
FM
99
Foster & Motley
Ohio
$5.89M +$188K +4,869 +3%
TPSF
100
Texas Permanent School Fund
Texas
$5.86M +$117K +3,037 +2%
2 3
4
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