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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 %
CS
201
Candriam SCA
Luxembourg
$1.72M 37,478 -121 -0.3%
Susquehanna International Group
202
Susquehanna International Group
Pennsylvania
$1.72M 37,428 -55,873 -60%
MLICM
203
Metropolitan Life Insurance Company (MetLife)
New York
$1.72M 37,389 -765 -2%
IA
204
Icon Advisers
Colorado
$1.71M 37,295 – –
BCIM
205
British Columbia Investment Management
British Columbia, Canada
$1.68M 36,663 -1,922 -5%
Renaissance Technologies
206
Renaissance Technologies
New York
$1.63M 35,400 -163,653 -82%
NMIMC
207
Northwestern Mutual Investment Management Company
Wisconsin
$1.59M 34,662 +121 +0.4%
EIP
208
Ellis Investment Partners
Pennsylvania
$1.59M 34,542 -2,637 -7%
American Century Companies
209
American Century Companies
Missouri
$1.58M 34,426 -102,654 -75%
DTL
210
Dynamic Technology Lab
Singapore
$1.57M 34,239 +9,931 +41%
II
211
Inspire Investing
Idaho
$1.57M 34,096 -1,804 -5%
AIC
212
Aurora Investment Counsel
Georgia
$1.53M 33,248 +5,912 +22%
IRC
213
Investors Research Corp
Georgia
$1.52M 33,125 – –
PAM
214
Panagora Asset Management
Massachusetts
$1.44M 31,408 -7,247 -19%
SG Americas Securities
215
SG Americas Securities
New York
$1.43M 31,118 +27,755 +825%
AAM
216
Advisors Asset Management
Colorado
$1.42M 30,904 +1,946 +7%
BS
217
Boenning & Scattergood
Pennsylvania
$1.42M 30,891 -279 -0.9%
BBVA
218
Banco Bilbao Vizcaya Argentaria
Spain
$1.42M 30,880 +9,607 +45%
CIP
219
Convergence Investment Partners
Florida
$1.38M 30,025 -136 -0.5%
S
220
Seeyond
France
$1.35M 29,340 – –
MCM
221
Mork Capital Management
California
$1.33M 29,000 – –
Natixis Advisors
222
Natixis Advisors
Massachusetts
$1.3M 28,202 -240 -0.8%
FFG
223
Fortem Financial Group
California
$1.29M 28,191 +349 +1%
II
224
IFM Investors
Australia
$1.28M 27,960 -3,444 -11%
CGH
225
Crossmark Global Holdings
Texas
$1.28M 27,848 +1,618 +6%
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