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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 %
GT
51
Glenmede Trust
Pennsylvania
$20M -$979K -22,963 -5%
Morgan Stanley
52
Morgan Stanley
New York
$20M -$5.37M -126,008 -21%
HCM
53
Howland Capital Management
Massachusetts
$19.9M -$1.57M -36,839 -7%
Barclays
54
Barclays
United Kingdom
$19.9M +$7.43M +174,268 +60%
NIPH
55
NN Investment Partners Holdings
Netherlands
$19.7M +$650K +15,240 +3%
CCM
56
Copeland Capital Management
Pennsylvania
$19.5M +$513K +12,046 +3%
ProShare Advisors
57
ProShare Advisors
Maryland
$18.7M -$383K -8,981 -2%
Ameriprise
58
Ameriprise
Minnesota
$17.9M -$1.7M -39,842 -9%
AllianceBernstein
59
AllianceBernstein
Tennessee
$17.7M -$1.91M -44,875 -10%
Teacher Retirement System of Texas
60
Teacher Retirement System of Texas
Texas
$17M -$1.79M -42,091 -10%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$16.7M +$604K +14,181 +4%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$16.1M -$172K -4,045 -1%
AIG
63
American International Group
New York
$15.3M -$505K -11,856 -3%
Amundi
64
Amundi
France
$14.9M +$1.24M +29,108 +9%
AA
65
Ancora Advisors
Ohio
$14.8M +$209K +4,897 +1%
UBS Group
66
UBS Group
Switzerland
$14.8M +$3.51M +82,416 +31%
RP
67
Reinhart Partners
Wisconsin
$14.7M -$1.63M -38,208 -10%
CS
68
Credit Suisse
Switzerland
$14.3M -$1.35M -31,699 -9%
ORIO
69
Old Republic International (ORI)
Illinois
$14.2M -$810K -19,000 -5%
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$13.7M +$6.72M +157,755 +97%
Ensign Peak Advisors
71
Ensign Peak Advisors
Utah
$13.1M -$2.12M -49,760 -14%
Zurich Cantonal Bank
72
Zurich Cantonal Bank
Switzerland
$12.6M +$12.6M +294,587 New
Janus Henderson Group
73
Janus Henderson Group
United Kingdom
$12.4M -$2.53M -59,309 -17%
VOYA Investment Management
74
VOYA Investment Management
Georgia
$12.3M +$1.45M +34,015 +13%
New York State Teachers Retirement System (NYSTRS)
75
New York State Teachers Retirement System (NYSTRS)
New York
$11.8M +$700K +16,413 +6%
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