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.

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 %
MS
326
Maven Securities
Jersey
$225K +$225K +6,435 New
CG
327
Colony Group
Massachusetts
$224K -$112K -3,187 -33%
PMAM
328
Penn Mutual Asset Management
Pennsylvania
$223K +$3.5K +100 +2%
AP
329
Advisor Partners
California
$223K +$6.71K +192 +3%
LWAC
330
Laurel Wealth Advisors (California)
California
$220K -$20.1K -575 -8%
GC
331
Gratus Capital
Georgia
$220K – – –
P
332
&Partners
Tennessee
$220K – – –
CBT
333
Capital Bank & Trust
California
$220K – – –
BWCS
334
Beirne Wealth Consulting Services
Connecticut
$212K +$212K +6,000 New
BAM
335
Berkshire Asset Management
Pennsylvania
$211K +$211K +6,043 New
BFO
336
Boston Family Office
Massachusetts
$210K +$210K +6,000 New
HW
337
Hancock Whitney
Mississippi
$209K +$209K +5,964 New
CI Investments Inc
338
CI Investments Inc
Ontario, Canada
$206K +$23.8K +678 +13%
MFG
339
Magnus Financial Group
New York
$206K +$206K +5,889 New
KCM
340
Kendall Capital Management
Maryland
$205K +$205K +5,855 New
MCM
341
Murphy Capital Management
New Jersey
$200K +$200K +5,725 New
BWA
342
BDO Wealth Advisors
Florida
$194K -$19.5K -558 -9%
KFI
343
Key Financial Inc
Pennsylvania
$167K +$167K +4,783 New
BCV
344
Banque Cantonale Vaudoise
Switzerland
$164K – – –
Northwestern Mutual Wealth Management
345
Northwestern Mutual Wealth Management
Wisconsin
$144K +$1.65K +47 +1%
ADIM
346
Alpha DNA Investment Management
Maryland
$139K +$139K +3,987 New
LWCFA
347
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$138K – – –
ABC
348
Associated Banc-Corp
Wisconsin
$137K – – –
HFM
349
Hartford Financial Management
Connecticut
$131K – – –
CTC
350
Central Trust Company
Missouri
$128K – – –
12 13
14
15 16