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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 %
Two Sigma Investments
101
Two Sigma Investments
New York
$4.75M 135,971 +110,287 +429%
DZ Bank
102
DZ Bank
Germany
$4.71M 134,740 -77,762 -37%
BC
103
Burney Company
Virginia
$4.66M 133,247 +2,445 +2%
OPERF
104
Oregon Public Employees Retirement Fund
Oregon
$4.56M 130,416 +21,176 +19%
FM
105
Foster & Motley
Ohio
$4.51M 128,954 +7,392 +6%
GC
106
Guggenheim Capital
Illinois
$4.45M 127,138 +54,183 +74%
SOAMC
107
Spirit of America Management Corp
New York
$4.33M 123,922 -1,000 -0.8%
JPMPWA
108
J.P. Morgan Private Wealth Advisors
California
$4.23M 120,965 +11,450 +10%
Citadel Advisors
109
Citadel Advisors
Florida
$4.17M 119,133 +63,239 +113%
Commonwealth Equity Services
110
Commonwealth Equity Services
Massachusetts
$4.16M 119,129 +1,050 +0.9%
PAMU
111
Pictet Asset Management (UK)
United Kingdom
$4.07M 116,342 +11,400 +11%
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$4M 86,415 – –
MIM
113
MetLife Investment Management
New Jersey
$3.99M 114,051 -5,221 -4%
Janney Montgomery Scott
114
Janney Montgomery Scott
Pennsylvania
$3.98M 113,881 -10,299 -8%
Royal Bank of Canada
115
Royal Bank of Canada
Ontario, Canada
$3.98M 113,808 +52,693 +86%
Truist Financial
116
Truist Financial
North Carolina
$3.98M 113,742 -4,746 -4%
VOYA Investment Management
117
VOYA Investment Management
Georgia
$3.97M 113,641 +44,260 +64%
State of New Jersey Common Pension Fund D
118
State of New Jersey Common Pension Fund D
New Jersey
$3.94M 112,545 -5,945 -5%
OC
119
Oppenheimer & Co
New York
$3.94M 112,566 -2,700 -2%
MSA
120
Mason Street Advisors
Wisconsin
$3.89M 111,311 -186 -0.2%
SG Americas Securities
121
SG Americas Securities
New York
$3.87M 110,700 +97,100 +714%
Ohio Public Employees Retirement System (OPERS)
122
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.85M 110,161 +16,266 +17%
Arrowstreet Capital
123
Arrowstreet Capital
Massachusetts
$3.75M 107,300 +107,300 New
Barclays
124
Barclays
United Kingdom
$3.69M 105,554 -53,248 -34%
Envestnet Asset Management
125
Envestnet Asset Management
Illinois
$3.69M 105,424 +23,082 +28%
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