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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.

New
Increased
Maintained
Reduced
Closed
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 %
Squarepoint
176
Squarepoint
New York
$1.93M +$1.71M +44,245 +761%
AA
177
Ancora Advisors
Ohio
$1.92M -$5.01M -129,830 -72%
AIMCA
178
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.92M -$544K -14,100 -22%
AssetMark Inc
179
AssetMark Inc
California
$1.9M +$768K +19,894 +68%
Nomura Asset Management
180
Nomura Asset Management
Japan
$1.9M -$834K -21,605 -31%
Caisse de Depot et Placement du Quebec (CDPQ)
181
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.82M +$1.82M +47,100 New
Toronto Dominion Bank
182
Toronto Dominion Bank
Ontario, Canada
$1.81M +$77.5K +2,007 +4%
WCBA
183
Weaver C. Barksdale & Associates
Tennessee
$1.78M +$106K +2,740 +6%
RWM
184
RBA Wealth Management
California
$1.77M +$1.77M +45,946 New
Canada Pension Plan Investment Board
185
Canada Pension Plan Investment Board
Ontario, Canada
$1.77M -$2.72M -70,519 -61%
ASN
186
Advisory Services Network
Georgia
$1.77M +$160K +4,147 +10%
SS
187
Simplicity Solutions
Minnesota
$1.75M +$356K +9,231 +26%
TAF
188
Tredje AP-fonden
Sweden
$1.74M – – –
Natixis Advisors
189
Natixis Advisors
Massachusetts
$1.71M +$643K +16,637 +60%
MCA
190
MSH Capital Advisors
Arizona
$1.69M +$44.5K +1,153 +3%
Mirae Asset Global Investments
191
Mirae Asset Global Investments
South Korea
$1.68M +$838K +18,447 +100%
KTA
192
Keeley-Teton Advisors
Illinois
$1.66M -$27.4K -710 -2%
MCM
193
Monument Capital Management
Virginia
$1.64M +$1.64M +42,515 New
PNC Financial Services Group
194
PNC Financial Services Group
Pennsylvania
$1.63M -$121K -3,130 -7%
Assenagon Asset Management
195
Assenagon Asset Management
Luxembourg
$1.61M -$163K -4,214 -9%
GIBU
196
Gulf International Bank (UK)
United Kingdom
$1.51M – – –
PAM
197
Panagora Asset Management
Massachusetts
$1.5M +$11K +284 +0.7%
II
198
IFM Investors
Australia
$1.49M +$135K +3,507 +10%
DTL
199
Dynamic Technology Lab
Singapore
$1.48M +$1.48M +38,440 New
BA
200
Bridgewater Associates
Connecticut
$1.44M +$398K +10,306 +38%
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