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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 %
RIA
101
RPG Investment Advisory
California
$5.78M 159,518 +1,078 +0.7%
DA
102
Duality Advisers
Florida
$5.69M 157,091 +130,133 +483%
Nisa Investment Advisors
103
Nisa Investment Advisors
Missouri
$5.61M 154,924 +3,423 +2%
E
104
Ergoteles
New York
$5.55M 153,126 +153,126 New
JPMPWA
105
J.P. Morgan Private Wealth Advisors
California
$5.51M 152,112 +2,756 +2%
Commonwealth Equity Services
106
Commonwealth Equity Services
Massachusetts
$5.5M 151,904 +19,511 +15%
Janney Montgomery Scott
107
Janney Montgomery Scott
Pennsylvania
$5.43M 149,998 -2,941 -2%
TPSF
108
Texas Permanent School Fund
Texas
$5.39M 148,741 -2,671 -2%
FM
109
Foster & Motley
Ohio
$5.35M 147,636 +620 +0.4%
MSV
110
MN Services Vermogensbeheer
Netherlands
$5.31M 146,600 -8,600 -6%
ICM
111
Invenomic Capital Management
Massachusetts
$5.31M 179,523 +66,312 +59%
Skandinaviska Enskilda Banken (SEB)
112
Skandinaviska Enskilda Banken (SEB)
Sweden
$5.27M 145,457 -217,200 -60%
AB
113
Amalgamated Bank
New York
$5.27M 145,371 -4,346 -3%
AF
114
Amalgamated Financial
New York
$5.27M 145,371 +145,371 New
M&T Bank
115
M&T Bank
New York
$5.19M 143,244 -13,660 -9%
GC
116
Guggenheim Capital
Illinois
$5.06M 139,664 -5,173 -4%
MIM
117
MetLife Investment Management
New Jersey
$4.91M 135,649 +34,318 +34%
BC
118
Burney Company
Virginia
$4.85M 133,890 -1,683 -1%
American Century Companies
119
American Century Companies
Missouri
$4.6M 126,971 +92,545 +269%
State of Tennessee, Department of Treasury
120
State of Tennessee, Department of Treasury
Tennessee
$4.53M 125,192 -20,000 -14%
Royal Bank of Canada
121
Royal Bank of Canada
Ontario, Canada
$4.51M 124,477 -169,936 -58%
Envestnet Asset Management
122
Envestnet Asset Management
Illinois
$4.48M 123,779 -283,763 -70%
CC
123
Cannell & Co
New York
$4.48M 123,728 -158,988 -56%
Ohio Public Employees Retirement System (OPERS)
124
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.48M 123,656 -465 -0.4%
SHFP
125
Second Half Financial Partners
Florida
$4.28M 104,327 +104,327 New
3 4
5
6 7