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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.

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

Top Sellers

1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$149M
2
Renaissance Technologies
Renaissance Technologies
New York
$10.5M
3
Prudential Financial
Prudential Financial
New Jersey
$86.9M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$5.42M
5
Goldman Sachs
Goldman Sachs
New York
$22.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
QC
251
Quadrature Capital
United Kingdom
$445K +$445K +12,735 New
William Blair & Company
252
William Blair & Company
Illinois
$442K – – –
Cambridge Investment Research Advisors
253
Cambridge Investment Research Advisors
Iowa
$441K -$49K -1,400 -10%
ABTD
254
Arvest Bank Trust Division
Oklahoma
$437K +$437K +12,505 New
LWAM
255
Legacy Wealth Asset Management
Minnesota
$434K +$434K +12,400 New
HTC
256
Haverford Trust Company
Pennsylvania
$429K – – –
CCM
257
Coe Capital Management
Illinois
$424K +$424K +12,118 New
FMT
258
First Mercantile Trust
Tennessee
$420K +$8.3K +237 +2%
TU
259
TDAM USA
Ontario, Canada
$418K – – –
WAM
260
World Asset Management
Michigan
$410K -$24.7K -706 -6%
TEE
261
Tibra Equities Europe
United Kingdom
$409K +$409K +11,700 New
SCM
262
Shelton Capital Management
Colorado
$407K -$19K -542 -4%
CBN
263
Cadence Bank NA
Texas
$407K -$1.79K -51 -0.4%
V
264
Veritable
Delaware
$407K -$175 -5 -0%
Creative Planning
265
Creative Planning
Kansas
$404K -$105K -2,990 -21%
SMDAM
266
Sumitomo Mitsui DS Asset Management
Japan
$395K -$3.04K -87 -0.8%
Allianz Asset Management
267
Allianz Asset Management
Germany
$393K – – –
PAMP
268
Polar Asset Management Partners
Ontario, Canada
$391K +$391K +11,176 New
GWCM
269
Godshalk Welsh Capital Management
Pennsylvania
$386K -$10.5K -300 -3%
LIA
270
LS Investment Advisors
Michigan
$376K – – –
PHK
271
Point72 Hong Kong
Hong Kong
$373K +$373K +10,676 New
TPW
272
TL Private Wealth
Texas
$369K – – –
HSA
273
HBK Sorce Advisory
Pennsylvania
$366K -$17.1K -488 -4%
APA
274
American Portfolios Advisors
New York
$363K -$36.7K -1,050 -9%
AIM
275
Achmea Investment Management
Netherlands
$355K +$355K +10,152 New
9 10
11
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