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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 %
Toronto Dominion Bank
201
Toronto Dominion Bank
Ontario, Canada
$1.62M 44,804 -124,526 -74%
KTA
202
Keeley-Teton Advisors
Illinois
$1.58M 43,565 -1,038 -2%
WCBA
203
Weaver C. Barksdale & Associates
Tennessee
$1.57M 43,441 +578 +1%
NMERB
204
New Mexico Educational Retirement Board
New Mexico
$1.57M 43,200 – –
MCA
205
MSH Capital Advisors
Arizona
$1.54M 42,586 +1,709 +4%
FRAF
206
Första AP-fonden
Sweden
$1.53M 42,200 +38,200 +955%
ASN
207
Advisory Services Network
Georgia
$1.51M 41,624 +3,429 +9%
WAM
208
Wolverine Asset Management
Illinois
$1.51M 41,554 +41,554 New
GIBU
209
Gulf International Bank (UK)
United Kingdom
$1.41M 38,825 – –
PAM
210
Panagora Asset Management
Massachusetts
$1.4M 38,633 +7,225 +23%
CS
211
Candriam SCA
Luxembourg
$1.35M 37,140 -338 -0.9%
URS
212
Utah Retirement Systems
Utah
$1.34M 37,038 -600 -2%
SS
213
Simplicity Solutions
Minnesota
$1.31M 36,140 -4,122 -10%
II
214
IFM Investors
Australia
$1.27M 35,033 +7,073 +25%
CIC
215
Cornercap Investment Counsel
Georgia
$1.27M 34,920 +34,920 New
NMIMC
216
Northwestern Mutual Investment Management Company
Wisconsin
$1.26M 34,846 +184 +0.5%
AIC
217
Aurora Investment Counsel
Georgia
$1.26M 34,735 +1,487 +4%
OAM
218
Oppenheimer Asset Management
New York
$1.25M 34,449 -3,291 -9%
II
219
Inspire Investing
Idaho
$1.23M 33,963 -133 -0.4%
GF
220
Gries Financial
Ohio
$1.21M 33,487 +11,191 +50%
IG
221
ING Group
Netherlands
$1.21M 33,500 +33,500 New
EMPI
222
Elo Mutual Pension Insurance
Finland
$1.2M 32,992 +17,471 +113%
FFG
223
Fortem Financial Group
California
$1.19M 32,905 +4,714 +17%
CC
224
Centiva Capital
New York
$1.19M 32,868 +16,748 +104%
1832 Asset Management
225
1832 Asset Management
Ontario, Canada
$1.19M 33,163 +33,163 New
7 8
9
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