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UGI
UGI

Overview Fund Activity

507 hedge funds and large institutions have $7.16B invested in UGI in 2021 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 156 increasing their positions, 175 reducing their positions, and 36 closing their positions.

Holders
507
Holders Change
+9
Holders Change %
+1.81%
% of All Funds
8.9%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
54
Increased
156
Reduced
175
Closed
36
Calls
$17.9M
Puts
$5.79M
Net Calls
+$12.1M
Net Calls Change
+$10.1M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$977M
2
BlackRock
2
BlackRock
New York
$1.04B
3
Invesco
3
Invesco
Georgia
$38.8M
4
SCM
4
Snyder Capital Management
California
$154M
5
Zurich Cantonal Bank
5
Zurich Cantonal Bank
Switzerland
$12.6M

Top Sellers

1
Mitsubishi UFJ Trust & Banking
1
Mitsubishi UFJ Trust & Banking
Japan
$7.79M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$578M
3
State Street
3
State Street
Massachusetts
$561M
4
Victory Capital Management
4
Victory Capital Management
Texas
$25.8M
5
Wells Fargo
5
Wells Fargo
California
$24.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AB
101
Amalgamated Bank
New York
$6.63M -$647K -15,183 -9%
MSV
102
MN Services Vermogensbeheer
Netherlands
$6.62M +$98K +2,300 +2%
SOADOR
103
State of Alaska Department of Revenue
Alaska
$6.6M +$2.81M +65,914 +74%
TPSF
104
Texas Permanent School Fund
Texas
$6.59M -$36.4K -854 -0.5%
MAM
105
Martingale Asset Management
Massachusetts
$6.54M +$3.69M +86,616 +129%
Janney Montgomery Scott
106
Janney Montgomery Scott
Pennsylvania
$6.4M +$1.39M +32,546 +28%
HF
107
HRT Financial
New York
$6.33M +$3.95M +92,747 +167%
JPMPWA
108
J.P. Morgan Private Wealth Advisors
California
$6.27M +$450K +10,563 +8%
Citigroup
109
Citigroup
New York
$6.17M +$1.85M +43,382 +43%
FM
110
Foster & Motley
Ohio
$6.15M +$402K +9,442 +7%
Franklin Resources
111
Franklin Resources
California
$5.98M +$411K +9,647 +7%
HAI
112
Hennessy Advisors Inc
California
$5.89M -$162K -3,800 -3%
American Century Companies
113
American Century Companies
Missouri
$5.84M -$10.9M -255,587 -65%
RMA
114
Roffman Miller Associates
Pennsylvania
$5.82M -$2.05K -48 -0%
GC
115
Guggenheim Capital
Illinois
$5.79M -$508K -11,918 -8%
Commonwealth Equity Services
116
Commonwealth Equity Services
Massachusetts
$5.77M +$339K +7,951 +6%
MHI
117
Miller Howard Investments
New York
$5.71M -$10.2K -240 -0.2%
BC
118
Burney Company
Virginia
$5.63M +$175K +4,107 +3%
OPERF
119
Oregon Public Employees Retirement Fund
Oregon
$5.46M +$92.6K +2,173 +2%
Ohio Public Employees Retirement System (OPERS)
120
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.42M -$97.3K -2,283 -2%
WBC
121
Westpac Banking Corp
Australia
$5.37M -$86.3K -2,026 -2%
RJA
122
Raymond James & Associates
Florida
$5.36M +$114K +2,669 +2%
SOAMC
123
Spirit of America Management Corp
New York
$5.11M -$128K -3,000 -2%
Millennium Management
124
Millennium Management
New York
$4.93M +$4.27M +100,190 +645%
HFS
125
Hantz Financial Services
Michigan
$4.83M +$748K +17,542 +18%
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5
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