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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 %
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$3.21M 88,730 +466 +0.5%
SOAMC
152
Spirit of America Management Corp
New York
$3.19M 87,922 -25,000 -22%
Treasurer of the State of North Carolina
153
Treasurer of the State of North Carolina
North Carolina
$3.15M 86,895 +8,627 +11%
RJA
154
Raymond James & Associates
Florida
$3.05M 84,056 -38,598 -31%
OC
155
Oppenheimer & Co
New York
$3.04M 83,947 -1,115 -1%
COPPSERS
156
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.02M 83,234 +8,996 +12%
EVM
157
Eaton Vance Management
Massachusetts
$3M 82,676 +344 +0.4%
EI
158
EDMP Inc
Florida
$2.97M 81,863 +6,687 +9%
GIA
159
Gateway Investment Advisers
Ohio
$2.93M 80,806 +1 +0%
SAM
160
Shell Asset Management
Netherlands
$2.88M 79,630 -2,841 -3%
BPC
161
Banque Pictet & Cie
Switzerland
$2.85M 78,619 +70,909 +920%
Aviva
162
Aviva
United Kingdom
$2.82M 77,980 +73,131 +1,508%
AIP
163
Ameritas Investment Partners
Nebraska
$2.82M 77,890 +611 +0.8%
N
164
Natixis
France
$2.8M 77,237 +60,076 +350%
EFS
165
Econ Financial Services
Pennsylvania
$2.78M 76,720 +55,179 +256%
Susquehanna International Group
166
Susquehanna International Group
Pennsylvania
$2.73M 75,233 +37,805 +101%
Truist Financial
167
Truist Financial
North Carolina
$2.71M 74,760 -102,066 -58%
Bank of Montreal
168
Bank of Montreal
Ontario, Canada
$2.7M 74,002 +5,396 +8%
HFS
169
Hantz Financial Services
Michigan
$2.68M 73,965 -50,950 -41%
NEI
170
Northwest & Ethical Investments
Ontario, Canada
$2.67M 73,614 +15,424 +27%
SEI Investments
171
SEI Investments
Pennsylvania
$2.67M 72,890 +8,582 +13%
Nomura Asset Management
172
Nomura Asset Management
Japan
$2.56M 70,739 +22,993 +48%
QT
173
Quantbot Technologies
New York
$2.35M 64,882 +64,882 New
AIMCA
174
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.31M 63,700 – –
Janus Henderson Group
175
Janus Henderson Group
United Kingdom
$2.28M 62,956 -107,350 -63%
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