UGI icon

UGI
UGI

Overview Fund Activity

442 hedge funds and large institutions have $5.46B invested in UGI in 2020 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 143 increasing their positions, 151 reducing their positions, and 47 closing their positions.

Holders
442
Holders Change
+9
Holders Change %
+2.08%
% of All Funds
8.94%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
59
Increased
143
Reduced
151
Closed
47
Calls
$8.11M
Puts
$2.28M
Net Calls
+$5.83M
Net Calls Change
+$3M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$494M
2
Russell Investments Group
2
Russell Investments Group
United Kingdom
$37.8M
3
JAM
3
Jupiter Asset Management
United Kingdom
$12.5M
4
PPA
4
Parametric Portfolio Associates
Washington
$35.7M
5
Ensign Peak Advisors
5
Ensign Peak Advisors
Utah
$23.7M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$695M
2
State Street
2
State Street
Massachusetts
$452M
3
BlackRock
3
BlackRock
New York
$681M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$23.7M
5
Invesco
5
Invesco
Georgia
$23.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Mitsubishi UFJ Asset Management
176
Mitsubishi UFJ Asset Management
Japan
$1.24M 37,476 +3,574 +11%
DekaBank Deutsche Girozentrale
177
DekaBank Deutsche Girozentrale
Germany
$1.2M 37,591 -66,141 -64%
BCIM
178
British Columbia Investment Management
British Columbia, Canada
$1.19M 36,122 +2,703 +8%
Nomura Asset Management
179
Nomura Asset Management
Japan
$1.18M 35,835 -87 -0.2%
SOADOR
180
State of Alaska Department of Revenue
Alaska
$1.17M 35,521 -1,514 -4%
CC
181
Covalis Capital
United Kingdom
$1.17M 35,376 – –
Susquehanna International Group
182
Susquehanna International Group
Pennsylvania
$1.15M 34,989 -40,651 -54%
OAM
183
Optimal Asset Management
California
$1.15M 34,982 +613 +2%
Toronto Dominion Bank
184
Toronto Dominion Bank
Ontario, Canada
$1.15M 34,854 +3,105 +10%
IRC
185
Investors Research Corp
Georgia
$1.13M 34,150 -250 -0.7%
HF
186
HRT Financial
New York
$1.09M 33,026 +24,208 +275%
DnB Asset Management
187
DnB Asset Management
Norway
$1.08M 32,820 +7,525 +30%
Janus Henderson Group
188
Janus Henderson Group
United Kingdom
$1.07M 32,484 +3,007 +10%
American Century Companies
189
American Century Companies
Missouri
$1.03M 31,277 +2,835 +10%
CT
190
Coastline Trust
Rhode Island
$1.03M 31,161 +1,065 +4%
KTA
191
Keeley-Teton Advisors
Illinois
$1.02M 30,814 -2,735 -8%
ED
192
Exane Derivatives
France
$992K 30,066 +30,066 New
UIM
193
USS Investment Management
United Kingdom
$991K 30,072 – –
ACM
194
AlphaCrest Capital Management
New York
$989K 29,985 -2,820 -9%
AIC
195
Aurora Investment Counsel
Georgia
$971K 26,789 +26,789 New
CGH
196
Crossmark Global Holdings
Texas
$966K 29,285 -615 -2%
AB
197
Amalgamated Bank
New York
$910K 27,603 -136 -0.5%
RIA
198
RPG Investment Advisory
California
$893K 27,071 – –
FFG
199
Fortem Financial Group
California
$882K 26,750 +7,970 +42%
Two Sigma Investments
200
Two Sigma Investments
New York
$847K 25,684 -37,929 -60%
6 7
8
9 10