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UGI
UGI

Overview Fund Activity

507 hedge funds and large institutions have $7.16B invested in UGI in 2021 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 156 increasing their positions, 175 reducing their positions, and 36 closing their positions.

Holders
507
Holders Change
+9
Holders Change %
+1.81%
% of All Funds
8.9%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
54
Increased
156
Reduced
175
Closed
36
Calls
$17.9M
Puts
$5.79M
Net Calls
+$12.1M
Net Calls Change
+$10.1M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$977M
2
BlackRock
2
BlackRock
New York
$1.04B
3
Invesco
3
Invesco
Georgia
$38.8M
4
SCM
4
Snyder Capital Management
California
$154M
5
Zurich Cantonal Bank
5
Zurich Cantonal Bank
Switzerland
$12.6M

Top Sellers

1
Mitsubishi UFJ Trust & Banking
1
Mitsubishi UFJ Trust & Banking
Japan
$7.79M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$578M
3
State Street
3
State Street
Massachusetts
$561M
4
Victory Capital Management
4
Victory Capital Management
Texas
$25.8M
5
Wells Fargo
5
Wells Fargo
California
$24.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
26
Wedge Capital Management
North Carolina
$38.1M -$5.44M -127,554 -12%
Sumitomo Mitsui Trust Group
27
Sumitomo Mitsui Trust Group
Japan
$37.1M -$438K -10,282 -1%
JAM
28
Jupiter Asset Management
United Kingdom
$37.1M +$6.06M +142,122 +20%
Manulife (Manufacturers Life Insurance)
29
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$36.8M +$459K +10,767 +1%
Swiss National Bank
30
Swiss National Bank
Switzerland
$35.3M -$1.07M -25,200 -3%
Goldman Sachs
31
Goldman Sachs
New York
$35.1M -$3.88M -91,024 -10%
Principal Financial Group
32
Principal Financial Group
Iowa
$33.6M -$426K -10,000 -1%
Russell Investments Group
33
Russell Investments Group
United Kingdom
$33.5M -$10.7M -250,337 -24%
UBS AM
34
UBS AM
Illinois
$32.3M -$1.26M -29,564 -4%
Bank of America
35
Bank of America
North Carolina
$32M -$11.6M -271,316 -27%
Robeco Institutional Asset Management
36
Robeco Institutional Asset Management
Netherlands
$30.7M +$6.71M +157,550 +28%
Federated Hermes
37
Federated Hermes
Pennsylvania
$30.6M -$1.79M -42,003 -6%
ZIM
38
Zacks Investment Management
Illinois
$29.6M +$850K +19,945 +3%
Nuveen Asset Management
39
Nuveen Asset Management
Illinois
$29.2M -$9.27M -217,397 -24%
BGIM
40
Brandywine Global Investment Management
Pennsylvania
$28.1M -$3.11M -72,901 -10%
Canada Life
41
Canada Life
Manitoba, Canada
$27.3M +$1.39M +32,443 +5%
AQR Capital Management
42
AQR Capital Management
Connecticut
$26.9M -$33.9K -795 -0.1%
Victory Capital Management
43
Victory Capital Management
Texas
$25.8M -$12.8M -299,919 -33%
Wells Fargo
44
Wells Fargo
California
$24.3M -$11.7M -274,836 -33%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$23.8M -$991K -23,256 -4%
GF
46
Gabelli Funds
New York
$22.5M -$51.1K -1,200 -0.2%
MAP
47
Managed Asset Portfolios
Michigan
$21.8M -$67K -1,573 -0.3%
State of Wisconsin Investment Board
48
State of Wisconsin Investment Board
Wisconsin
$21.6M -$519K -12,176 -2%
Retirement Systems of Alabama
49
Retirement Systems of Alabama
Alabama
$21.5M -$49K -1,150 -0.2%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$20.9M -$475K -11,143 -2%
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