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UGI
UGI

Overview Fund Activity

494 hedge funds and large institutions have $6.77B invested in UGI in 2021 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 153 increasing their positions, 152 reducing their positions, and 50 closing their positions.

Holders
494
Holders Change
+23
Holders Change %
+4.88%
% of All Funds
8.7%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
76
Increased
153
Reduced
152
Closed
50
Calls
$5.89M
Puts
$4.55M
Net Calls
+$1.34M
Net Calls Change
+$1.88M

Top Buyers

1
First Eagle Investment Management
1
First Eagle Investment Management
New York
$377M
2
EIP
2
Energy Income Partners
Connecticut
$54.5M
3
BlackRock
3
BlackRock
New York
$889M
4
State Street
4
State Street
Massachusetts
$586M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$26.9M

Top Sellers

1
Prudential Financial
1
Prudential Financial
New Jersey
$52M
2
TSW
2
Thompson Siegel & Walmsley
Virginia
$97.8M
3
Mitsubishi UFJ Trust & Banking
3
Mitsubishi UFJ Trust & Banking
Japan
$110M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$611M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$850M
Name Market Value Shares Shares
Change 		Shares
Change %
DA
501
Duality Advisers
Florida
– – -38,664 Closed
DF
502
Donoghue Forlines
Massachusetts
– – -31,481 Closed
OMC
503
Old Mission Capital
Illinois
– – -27,933 Closed
MF
504
Magnetar Financial
Illinois
– – -22,340 Closed
PI
505
PineBridge Investments
New York
– – -21,743 Closed
Public Sector Pension Investment Board (PSP Investments)
506
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
– – -16,552 Closed
LNWWM
507
Laird Norton Wetherby Wealth Management
California
– – -15,293 Closed
SSA
508
Schonfeld Strategic Advisors
New York
– – -13,040 Closed
TEE
509
Tibra Equities Europe
United Kingdom
– – -11,700 Closed
PAMP
510
Polar Asset Management Partners
Ontario, Canada
– – -11,176 Closed
PHK
511
Point72 Hong Kong
Hong Kong
– – -10,676 Closed
AA
512
AQR Arbitrage
Connecticut
– – -9,941 Closed
KAS
513
Kestra Advisory Services
Texas
– – -9,483 Closed
WCM
514
Weld Capital Management
New York
– – -8,089 Closed
AA
515
ALPS Advisors
Colorado
– – -7,979 Closed
NL
516
NKCFO LLC
Illinois
– – -7,500 Closed
SM
517
Sciencast Management
New Jersey
– – -7,400 Closed
PG
518
Pendal Group
Australia
– – -7,019 Closed
MS
519
Maven Securities
Jersey
– – -6,435 Closed
MFG
520
Magnus Financial Group
New York
– – -5,889 Closed
LWCFA
521
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– – -3,952 Closed
ABC
522
Associated Banc-Corp
Wisconsin
– – -3,919 Closed
AL
523
AJO LP
Pennsylvania
– – -3,627 Closed
PCA
524
Peddock Capital Advisors
Massachusetts
– – -2,264 Closed
WIM
525
Wilen Investment Management
Florida
– – -1,258 Closed
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