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UGI
UGI

Overview Fund Activity

442 hedge funds and large institutions have $5.46B invested in UGI in 2020 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 143 increasing their positions, 151 reducing their positions, and 47 closing their positions.

Holders
442
Holders Change
+9
Holders Change %
+2.08%
% of All Funds
8.94%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
59
Increased
143
Reduced
151
Closed
47
Calls
$8.11M
Puts
$2.28M
Net Calls
+$5.83M
Net Calls Change
+$3M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$494M
2
Russell Investments Group
2
Russell Investments Group
United Kingdom
$37.8M
3
JAM
3
Jupiter Asset Management
United Kingdom
$12.5M
4
PPA
4
Parametric Portfolio Associates
Washington
$35.7M
5
Ensign Peak Advisors
5
Ensign Peak Advisors
Utah
$23.7M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$695M
2
State Street
2
State Street
Massachusetts
$452M
3
BlackRock
3
BlackRock
New York
$681M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$23.7M
5
Invesco
5
Invesco
Georgia
$23.8M
Name Market Value Shares Shares
Change 		Shares
Change %
FWM
426
Focused Wealth Management
New York
$2K 57 +1 +2%
TFA
427
Transamerica Financial Advisors
Florida
$1K 5 -2,069 -100%
HGWM
428
Harvest Group Wealth Management
Massachusetts
$1K 38 – –
TFS
429
TrustCore Financial Services
Tennessee
$1K 43 – –
PWMG
430
Prestige Wealth Management Group
New Jersey
$1K 19 – –
CI
431
CX Institutional
Indiana
$1K 37 +8 +28%
PFWA
432
Paces Ferry Wealth Advisors
Georgia
$1K 22 +22 New
SSB
433
Sandy Spring Bank
Maryland
$1K 34 +34 New
FHC
434
First Horizon Corporation
Tennessee
$1K 40 +40 New
TFM
435
TFC Financial Management
Massachusetts
$1K 45 +45 New
Millennium Management
436
Millennium Management
New York
$455 13,800 -354,502 -96%
FCA
437
FinTrust Capital Advisors
South Carolina
$5 145 -190 -57%
Canada Pension Plan Investment Board
438
Canada Pension Plan Investment Board
Ontario, Canada
$0 10 -121,400 -100%
CC
439
Cipher Capital
New York
– – -87,410 Closed
ESCM
440
Echo Street Capital Management
New York
– – -53,038 Closed
PP
441
Paloma Partners
Connecticut
– – -51,272 Closed
SSA
442
Schonfeld Strategic Advisors
New York
– – -25,553 Closed
SM
443
Sciencast Management
New Jersey
– – -22,009 Closed
DTL
444
Dynamic Technology Lab
Singapore
– – -17,652 Closed
DCM
445
Dupont Capital Management
Delaware
– – -17,190 Closed
Jane Street
446
Jane Street
New York
– – -14,892 Closed
QIM
447
Quantitative Investment Management
Virginia
– – -14,105 Closed
MYLI
448
Meiji Yasuda Life Insurance
Japan
– – -13,751 Closed
Simplex Trading
449
Simplex Trading
Illinois
– – -13,344 Closed
SBH
450
Segall Bryant & Hamill
Illinois
– – -13,084 Closed
16 17
18
19 20