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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 %
MFG
451
Magnus Financial Group
New York
– – -11,682 Closed
KWM
452
Kingsview Wealth Management
Oregon
– – -10,049 Closed
MYAM
453
Meiji Yasuda Asset Management
Japan
– – -9,605 Closed
HFS
454
Howard Financial Services
Texas
– – -7,500 Closed
TI
455
Trexquant Investment
Connecticut
– – -7,381 Closed
BFO
456
Boston Family Office
Massachusetts
– – -7,000 Closed
FWIA
457
Fort Washington Investment Advisors
Ohio
– – -6,926 Closed
TAM
458
Todd Asset Management
Kentucky
– – -6,926 Closed
KCM
459
Kendall Capital Management
Maryland
– – -6,555 Closed
GI
460
GAMCO Investors
Connecticut
– – -6,400 Closed
CAN
461
Cetera Advisor Networks
California
– – -4,182 Closed
BEAM
462
Baker Ellis Asset Management
Washington
– – -3,550 Closed
CFG
463
Citizens Financial Group
Rhode Island
– – -3,340 Closed
HFA
464
Hoover Financial Advisors
Pennsylvania
– – -2,823 Closed
C
465
Cerebellum
California
– – -2,617 Closed
NIT
466
NumerixS Investment Technologies
British Columbia, Canada
– – -2,302 Closed
OPS
467
Orion Portfolio Solutions
Nebraska
– – -1,627 Closed
ClearBridge Investments
468
ClearBridge Investments
New York
– – -1,237 Closed
BFIM
469
Beese Fulmer Investment Management
Ohio
– – -1,200 Closed
FANJ
470
Financial Architects (New Jersey)
New Jersey
– – -733 Closed
KPW
471
Kore Private Wealth
New York
– – -657 Closed
CDIA
472
Capital Directions Investment Advisors
Georgia
– – -382 Closed
THWM
473
Taylor Hoffman Wealth Management
Virginia
– – -268 Closed
BL
474
Balentine LLC
Georgia
– – -257 Closed
GEA
475
Glen Eagle Advisors
New Jersey
– – -256 Closed
16 17 18
19
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