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UGI
UGI

Overview Fund Activity

536 hedge funds and large institutions have $6.49B invested in UGI in 2022 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 186 increasing their positions, 172 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
536
Holders Change
+29
Holders Change %
+5.72%
% of All Funds
8.65%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
85
Increased
186
Reduced
172
Closed
48
Calls
$14.6M
Puts
$2.03M
Net Calls
+$12.6M
Net Calls Change
+$5.88M

Top Buyers

1
BlackRock
BlackRock
New York
$1.26B
2
State Street
State Street
Massachusetts
$737M
3
Vanguard Group
Vanguard Group
Pennsylvania
$927M
4
Prudential Financial
Prudential Financial
New Jersey
$49.4M
5
Invesco
Invesco
Georgia
$73.5M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$59.6M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$11.7M
3
APG Asset Management
APG Asset Management
Netherlands
$2.68M
4
Goldman Sachs
Goldman Sachs
New York
$50.2M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPO
201
Cerity Partners OCIO
New York
$1.3M +$168K +4,526 +15%
BA
202
BCM Advisors
Louisiana
$1.26M – – –
PAM
203
Panagora Asset Management
Massachusetts
$1.25M -$80.8K -2,179 -6%
NMERB
204
New Mexico Educational Retirement Board
New Mexico
$1.22M – – –
IRC
205
Investors Research Corp
Georgia
$1.19M -$13K -350 -1%
VI
206
Versor Investments
New York
$1.18M +$762K +20,547 +182%
CIC
207
Cornercap Investment Counsel
Georgia
$1.17M +$161K +4,342 +16%
JCM
208
Jacobi Capital Management
Pennsylvania
$1.17M +$29.3K +791 +3%
BS
209
Boenning & Scattergood
Pennsylvania
$1.17M -$106K -2,929 -8%
FFG
210
Fortem Financial Group
California
$1.16M -$82.2K -2,218 -7%
AAM
211
Advisors Asset Management
Colorado
$1.14M +$170K +4,587 +17%
ATPW
212
Ashton Thomas Private Wealth
Arizona
$1.13M -$14.1K -380 -1%
RJFSA
213
Raymond James Financial Services Advisors
Florida
$1.12M -$11.5K -309 -1%
HSA
214
Hussman Strategic Advisors
Maryland
$1.11M – – –
GA
215
GoalVest Advisory
New York
$1.11M +$146K +3,940 +15%
PP
216
Prudential plc
United Kingdom
$1.1M -$1.07M -28,912 -49%
SOADOR
217
State of Alaska Department of Revenue
Alaska
$1.09M -$3.58M -96,693 -77%
IG
218
ING Group
Netherlands
$1.08M +$1.08M +29,100 New
S
219
Seeyond
France
$1.08M +$536K +14,458 +99%
AI
220
Atria Investments
North Carolina
$1.05M +$1.05M +28,360 New
Baird Financial Group
221
Baird Financial Group
Wisconsin
$1.05M +$408 +11 +0%
X
222
Xponance
Pennsylvania
$1.04M +$114K +3,073 +12%
CT
223
Coastline Trust
Rhode Island
$1.02M -$26.7K -720 -3%
Mariner
224
Mariner
Kansas
$1.01M +$119K +3,213 +13%
Mercer Global Advisors
225
Mercer Global Advisors
Colorado
$1.01M +$65.9K +1,777 +7%
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