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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 %
Rockefeller Capital Management
301
Rockefeller Capital Management
New York
$271K +$255K +7,291 +1,558%
SM
302
Sciencast Management
New Jersey
$269K +$269K +7,400 New
CFB
303
Cullen/Frost Bankers
Texas
$268K – – –
CA
304
Calton & Associates
Florida
$266K -$7.4K -212 -3%
IRF
305
IBM Retirement Fund
New York
$266K +$30.1K +861 +13%
Schroder Investment Management Group
306
Schroder Investment Management Group
United Kingdom
$264K -$95.3K -2,725 -27%
QI
307
QS Investors
New York
$263K -$59.2K -1,690 -18%
NL
308
NKCFO LLC
Illinois
$262K – – –
ISL
309
Ingalls & Snyder LLC
New York
$261K +$17.5K +500 +7%
GPA
310
Garrison Point Advisors
California
$259K -$22.4K -640 -8%
MML Investors Services
311
MML Investors Services
Massachusetts
$254K -$15.3K -437 -6%
CI
312
Cigna Investments
Connecticut
$251K +$18.2K +521 +8%
RIM
313
Redpoint Investment Management
Australia
$250K – – –
BB
314
Bell Bank
North Dakota
$249K – – –
GHA
315
GW Henssler & Associates
Georgia
$245K -$908 -26 -0.4%
FB
316
Fulton Bank
Pennsylvania
$245K +$20.1K +574 +9%
PG
317
Pendal Group
Australia
$245K +$245K +7,019 New
FIM
318
Freedom Investment Management
Connecticut
$244K -$18.4K -527 -7%
ST
319
Sabal Trust
Florida
$241K – – –
AC
320
Athanor Capital
New York
$241K +$241K +6,900 New
BMSSC
321
B. Metzler seel. Sohn & Co
Germany
$240K +$240K +6,958 New
FDCDDQ
322
Federation des caisses Desjardins du Quebec
Quebec, Canada
$240K +$240K +6,849 New
FMWA
323
Forvis Mazars Wealth Advisors
Missouri
$239K +$13.9K +397 +6%
Mercer Global Advisors
324
Mercer Global Advisors
Colorado
$232K -$111K -3,182 -32%
KFA
325
Krane Funds Advisors
New York
$229K +$229K +6,554 New
11 12
13
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