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UGI
UGI

Overview Fund Activity

498 hedge funds and large institutions have $7.86B invested in UGI in 2021 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 168 increasing their positions, 139 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
+4
Holders Change %
+0.81%
% of All Funds
8.69%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
68
Increased
168
Reduced
139
Closed
57
Calls
$6.64M
Puts
$4.7M
Net Calls
+$1.94M
Net Calls Change
+$607K

Top Buyers

1
BlackRock
BlackRock
New York
$1.09B
2
EIP
Energy Income Partners
Connecticut
$96.5M
3
Vanguard Group
Vanguard Group
Pennsylvania
$994M
4
ZIM
Zacks Investment Management
Illinois
$31.2M
5
JAM
Jupiter Asset Management
United Kingdom
$33.7M

Top Sellers

1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$98.2M
2
Prudential Financial
Prudential Financial
New Jersey
$17.3M
3
State Street
State Street
Massachusetts
$630M
4
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$1.11M
5
Norges Bank
Norges Bank
Norway
$98.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
201
Mork Capital Management
California
$1.34M – – –
Natixis Advisors
202
Natixis Advisors
Massachusetts
$1.33M +$29.7K +642 +2%
IA
203
Icon Advisers
Colorado
$1.31M +$565K +12,195 +76%
AIC
204
Aurora Investment Counsel
Georgia
$1.31M +$21.7K +469 +2%
FFG
205
Fortem Financial Group
California
$1.27M +$98.8K +2,133 +8%
IMPI
206
Ilmarinen Mutual Pension Insurance
Finland
$1.25M – – –
CT
207
Coastline Trust
Rhode Island
$1.24M -$147K -3,165 -11%
MFM
208
MD Financial Management
Ontario, Canada
$1.23M +$1.23M +26,618 New
AAM
209
Advisors Asset Management
Colorado
$1.23M +$147K +3,172 +14%
RIA
210
RPG Investment Advisory
California
$1.22M +$64K +1,383 +6%
IMRF
211
Illinois Municipal Retirement Fund
Illinois
$1.2M – – –
ACM
212
Argyle Capital Management
Pennsylvania
$1.19M – – –
Susquehanna International Group
213
Susquehanna International Group
Pennsylvania
$1.17M +$941K +20,321 +405%
JCM
214
Jacobi Capital Management
Pennsylvania
$1.16M +$236K +5,086 +25%
HSA
215
Hussman Strategic Advisors
Maryland
$1.16M – – –
X
216
Xponance
Pennsylvania
$1.14M +$123K +2,651 +12%
Public Employees Retirement Association of Colorado
217
Public Employees Retirement Association of Colorado
Colorado
$1.11M -$12.4M -268,728 -92%
EIA
218
Edgemoor Investment Advisors
Maryland
$1.1M – – –
S
219
Seeyond
France
$1.08M +$4.81K +104 +0.4%
NAM
220
Nissay Asset Management
Japan
$1.05M -$58.3K -1,258 -5%
Los Angeles Capital Management
221
Los Angeles Capital Management
California
$1.04M -$3.3M -71,196 -76%
SEC
222
Seven Eight Capital
New York
$1.04M +$1.04M +22,400 New
ATPW
223
Ashton Thomas Private Wealth
Arizona
$1.03M +$33.3K +718 +3%
KFA
224
Krane Funds Advisors
New York
$1.03M +$130K +2,813 +15%
BBVA
225
Banco Bilbao Vizcaya Argentaria
Spain
$985K +$985K +21,273 New
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9
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