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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.

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
1
Wellington Management Group
Massachusetts
$547M
2
RS
2
Robeco Schweiz
Switzerland
$31.5M
3
American Century Companies
3
American Century Companies
Missouri
$21.8M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$749M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$98.7M

Top Sellers

1
Mitsubishi UFJ Trust & Banking
1
Mitsubishi UFJ Trust & Banking
Japan
$149M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$10.5M
3
Prudential Financial
3
Prudential Financial
New Jersey
$86.9M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$5.42M
5
Goldman Sachs
5
Goldman Sachs
New York
$22.3M
Name Market Value Shares Shares
Change 		Shares
Change %
LSV Asset Management
26
LSV Asset Management
Illinois
$30.4M 869,582 -42,800 -5%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$28.9M 826,377 +73,562 +10%
Manulife (Manufacturers Life Insurance)
28
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$28.9M 825,502 -1,798 -0.2%
Massachusetts Financial Services
29
Massachusetts Financial Services
Massachusetts
$28.8M 823,000 -16,449 -2%
Invesco
30
Invesco
Georgia
$28.6M 818,638 +96,088 +13%
Swiss National Bank
31
Swiss National Bank
Switzerland
$27.5M 787,538 -23,200 -3%
Federated Hermes
32
Federated Hermes
Pennsylvania
$27.4M 783,130 +4,056 +0.5%
Victory Capital Management
33
Victory Capital Management
Texas
$26.6M 762,260 +118,358 +18%
UBS AM
34
UBS AM
Illinois
$25.6M 732,255 -70,324 -9%
Bank of America
35
Bank of America
North Carolina
$25.1M 716,899 -45,001 -6%
BGIM
36
Brandywine Global Investment Management
Pennsylvania
$24.9M 711,301 +215,229 +43%
Nuveen Asset Management
37
Nuveen Asset Management
Illinois
$24.4M 699,054 +41,420 +6%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$23.5M 673,585 -174,504 -21%
CC
39
Cannell & Co
New York
$22.7M 648,176 +2,092 +0.3%
Ensign Peak Advisors
40
Ensign Peak Advisors
Utah
$22.6M 645,308 -72,594 -10%
Goldman Sachs
41
Goldman Sachs
New York
$22.3M 637,970 -265,965 -29%
American Century Companies
42
American Century Companies
Missouri
$21.8M 623,724 +592,447 +1,894%
Principal Financial Group
43
Principal Financial Group
Iowa
$21.6M 617,227 -2,221 -0.4%
Canada Life
44
Canada Life
Manitoba, Canada
$20.5M 588,468 +52,914 +10%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$20M 572,592 +34,867 +6%
Wells Fargo
46
Wells Fargo
California
$19.6M 560,740 -212,988 -28%
HCM
47
Howland Capital Management
Massachusetts
$19.5M 556,802 -45,726 -8%
RP
48
Reinhart Partners
Wisconsin
$18.2M 519,426 -70,757 -12%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$17.9M 512,060 +26,840 +6%
Retirement Systems of Alabama
50
Retirement Systems of Alabama
Alabama
$17.7M 506,069 -305 -0.1%
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