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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 %
Goldman Sachs
26
Goldman Sachs
New York
$29.8M 903,935 +187,348 +26%
Sumitomo Mitsui Trust Group
27
Sumitomo Mitsui Trust Group
Japan
$28M 848,089 +59 +0%
Massachusetts Financial Services
28
Massachusetts Financial Services
Massachusetts
$27.7M 839,449 +142,447 +20%
Manulife (Manufacturers Life Insurance)
29
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$27.3M 827,300 +118,054 +17%
Swiss National Bank
30
Swiss National Bank
Switzerland
$26.7M 810,738 -12,400 -2%
UBS AM
31
UBS AM
Illinois
$26.5M 802,579 +44,115 +6%
Federated Hermes
32
Federated Hermes
Pennsylvania
$25.7M 779,074 +7,114 +0.9%
Wells Fargo
33
Wells Fargo
California
$25.5M 773,728 +268,744 +53%
Bank of America
34
Bank of America
North Carolina
$25.1M 761,900 +76,251 +11%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$24.5M 752,815 +56,865 +8%
Invesco
36
Invesco
Georgia
$23.8M 722,550 -353,893 -33%
Renaissance Technologies
37
Renaissance Technologies
New York
$23.7M 718,945 -434,900 -38%
Ensign Peak Advisors
38
Ensign Peak Advisors
Utah
$23.7M 717,902 +288,925 +67%
Nuveen Asset Management
39
Nuveen Asset Management
Illinois
$21.7M 657,634 -7,626 -1%
CC
40
Cannell & Co
New York
$21.3M 646,084 -65,204 -9%
Victory Capital Management
41
Victory Capital Management
Texas
$21.2M 643,902 +260,390 +68%
Principal Financial Group
42
Principal Financial Group
Iowa
$20.4M 619,448 -22,147 -3%
HCM
43
Howland Capital Management
Massachusetts
$19.9M 602,528 -17,536 -3%
RP
44
Reinhart Partners
Wisconsin
$19.5M 590,183 -19,745 -3%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$17.7M 537,725 -14,683 -3%
Canada Life
46
Canada Life
Manitoba, Canada
$17.7M 535,554 +16,251 +3%
Retirement Systems of Alabama
47
Retirement Systems of Alabama
Alabama
$16.7M 506,374 +234,612 +86%
BGIM
48
Brandywine Global Investment Management
Pennsylvania
$16.4M 496,072 +3,393 +0.7%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$16M 485,220 +13,218 +3%
Ameriprise
50
Ameriprise
Minnesota
$15.8M 479,314 -16,853 -3%
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