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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 %
Voloridge Investment Management
151
Voloridge Investment Management
Florida
$3.6M 78,379 +66,157 +541%
Treasurer of the State of North Carolina
152
Treasurer of the State of North Carolina
North Carolina
$3.59M 78,268 +310 +0.4%
OTPPB
153
Ontario Teachers' Pension Plan Board
Ontario, Canada
$3.55M 77,340 +46,034 +147%
AIP
154
Ameritas Investment Partners
Nebraska
$3.55M 77,279 +835 +1%
Walleye Capital
155
Walleye Capital
New York
$3.51M 76,480 +76,480 New
Macquarie Group
156
Macquarie Group
Australia
$3.49M 75,986 -1,528 -2%
EI
157
EDMP Inc
Florida
$3.48M 75,176 -736 -1%
COPPSERS
158
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.41M 74,238 +2,744 +4%
Osaic Holdings
159
Osaic Holdings
Arizona
$3.33M 72,472 +1,976 +3%
Marshall Wace
160
Marshall Wace
United Kingdom
$3.19M 69,443 +57,599 +486%
Bank of Montreal
161
Bank of Montreal
Ontario, Canada
$3.16M 68,606 -93,053 -58%
AIMCA
162
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.92M 63,700 -36,300 -36%
SEI Investments
163
SEI Investments
Pennsylvania
$2.88M 64,308 +15,980 +33%
SO
164
STRS Ohio
Ohio
$2.84M 61,818 -2,843 -4%
SOMRS
165
State of Michigan Retirement System
Michigan
$2.76M 60,050 -3,055,858 -98%
NEI
166
Northwest & Ethical Investments
Ontario, Canada
$2.67M 58,190 +16,108 +38%
FDCDDQ
167
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.62M 57,146 -7,098 -11%
RJFSA
168
Raymond James Financial Services Advisors
Florida
$2.62M 57,059 -4,913 -8%
ASRS
169
Arizona State Retirement System
Arizona
$2.61M 56,930 -1,640 -3%
National Bank of Canada
170
National Bank of Canada
Quebec, Canada
$2.61M 56,862 +56,862 New
LSERS
171
Louisiana State Employees Retirement System
Louisiana
$2.47M 53,800 +500 +0.9%
LPL Financial
172
LPL Financial
California
$2.31M 50,316 +858 +2%
CC
173
Coann Capital
Connecticut
$2.28M 49,672 +49,672 New
Los Angeles Capital Management
174
Los Angeles Capital Management
California
$2.26M 49,151 -9,340 -16%
VIA
175
Vident Investment Advisory
Georgia
$2.23M 48,511 +1,929 +4%
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