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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 %
MAP
51
Managed Asset Portfolios
Michigan
$16.4M 469,332 +16,909 +4%
GF
52
Gabelli Funds
New York
$16.3M 467,630 +21,800 +5%
Ameriprise
53
Ameriprise
Minnesota
$15.9M 455,021 -24,293 -5%
ProShare Advisors
54
ProShare Advisors
Maryland
$15.4M 439,885 -909 -0.2%
AllianceBernstein
55
AllianceBernstein
Tennessee
$15.3M 438,915 +12,647 +3%
State of Wisconsin Investment Board
56
State of Wisconsin Investment Board
Wisconsin
$14.9M 426,772 -36,630 -8%
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$14.3M 410,312 +4,304 +1%
NIPH
58
NN Investment Partners Holdings
Netherlands
$13.1M 374,283 +57,040 +18%
Morgan Stanley
59
Morgan Stanley
New York
$12.9M 367,895 +84,672 +30%
JAM
60
Jupiter Asset Management
United Kingdom
$12.6M 361,452 -16,743 -4%
ORIO
61
Old Republic International (ORI)
Illinois
$12.3M 352,000 – –
CCM
62
Copeland Capital Management
Pennsylvania
$11.9M 339,576 -23,030 -6%
CS
63
Credit Suisse
Switzerland
$11.8M 336,126 +92,900 +38%
Zurich Cantonal Bank
64
Zurich Cantonal Bank
Switzerland
$10.9M 312,496 +20,295 +7%
GT
65
Glenmede Trust
Pennsylvania
$10.6M 303,704 -8,723 -3%
Renaissance Technologies
66
Renaissance Technologies
New York
$10.5M 298,927 -420,018 -58%
Public Employees Retirement Association of Colorado
67
Public Employees Retirement Association of Colorado
Colorado
$10.2M 292,710 – –
AQR Capital Management
68
AQR Capital Management
Connecticut
$9.79M 281,032 -132,034 -32%
Comerica Bank
69
Comerica Bank
Texas
$9.64M 259,299 +4,021 +2%
KBC Group
70
KBC Group
Belgium
$9.63M 50,060 – –
Man Group
71
Man Group
United Kingdom
$9.62M 275,107 +134,072 +95%
Millennium Management
72
Millennium Management
New York
$9.29M 265,729 +251,929 +1,826%
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$8.66M 247,823 +1,800 +0.7%
State Board of Administration of Florida Retirement System
74
State Board of Administration of Florida Retirement System
Florida
$8.54M 244,295 -3,270 -1%
AA
75
Ancora Advisors
Ohio
$8.51M 243,475 +72,409 +42%
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