UGI icon

UGI
UGI

Overview Fund Activity

471 hedge funds and large institutions have $5.82B invested in UGI in 2020 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 136 increasing their positions, 161 reducing their positions, and 43 closing their positions.

Holders
471
Holders Change
+29
Holders Change %
+6.56%
% of All Funds
8.36%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
76
Increased
136
Reduced
161
Closed
43
Calls
$4.36M
Puts
$4.9M
Net Calls
-$539K
Net Calls Change
-$6.37M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$547M
2
RS
2
Robeco Schweiz
Switzerland
$31.5M
3
American Century Companies
3
American Century Companies
Missouri
$21.8M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$749M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$98.7M

Top Sellers

1
Mitsubishi UFJ Trust & Banking
1
Mitsubishi UFJ Trust & Banking
Japan
$149M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$10.5M
3
Prudential Financial
3
Prudential Financial
New Jersey
$86.9M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$5.42M
5
Goldman Sachs
5
Goldman Sachs
New York
$22.3M
Name Market Value Shares Shares
Change 		Shares
Change %
CIC
226
Carnegie Investment Counsel
Ohio
$741K 21,183 -1,258 -6%
SAM
227
Securian Asset Management
Minnesota
$691K 19,757 -474 -2%
JCM
228
Jacobi Capital Management
Pennsylvania
$682K 19,501 -1,559 -7%
AAM
229
Advisors Asset Management
Colorado
$675K 19,313 -654 -3%
AC
230
Allstate Corporation
Illinois
$663K 18,972 +28 +0.1%
TD Asset Management
231
TD Asset Management
Ontario, Canada
$655K 18,746 +1,469 +9%
Mackenzie Financial
232
Mackenzie Financial
Ontario, Canada
$632K 18,091 +1,349 +8%
CDH
233
Charles D. Hyman
$624K 17,862 -3,213 -15%
CPO
234
Cerity Partners OCIO
New York
$598K 17,101 +82 +0.5%
Public Sector Pension Investment Board (PSP Investments)
235
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$579K 16,552 -2,528 -13%
PA
236
Profund Advisors
Maryland
$549K 15,699 -312 -2%
GI
237
GAMCO Investors
Connecticut
$544K 15,550 +15,550 New
LNWWM
238
Laird Norton Wetherby Wealth Management
California
$534K 15,293 +15,293 New
Qube Research & Technologies (QRT)
239
Qube Research & Technologies (QRT)
United Kingdom
$524K 14,993 +14,993 New
EMPI
240
Elo Mutual Pension Insurance
Finland
$518K 14,810 +14,810 New
CAM
241
Costello Asset Management
Pennsylvania
$512K 14,635 -1,216 -8%
CAPTRUST Financial Advisors
242
CAPTRUST Financial Advisors
North Carolina
$504K 14,293 -773 -5%
B
243
Bailard
California
$503K 14,387 +828 +6%
DRZID
244
DePrince Race & Zollo Inc (DRZ)
Florida
$497K 14,220 -6,870 -33%
Macquarie Group
245
Macquarie Group
Australia
$490K 14,027 -1,692 -11%
US Bancorp
246
US Bancorp
Minnesota
$479K 13,701 -75 -0.5%
WJWM
247
Williams Jones Wealth Management
New York
$473K 13,518 – –
Neuberger Berman Group
248
Neuberger Berman Group
New York
$464K 13,403 +5,460 +69%
TRCT
249
Tower Research Capital (TRC)
New York
$457K 13,061 +7,507 +135%
SSA
250
Schonfeld Strategic Advisors
New York
$456K 13,040 +13,040 New
8 9
10
11 12