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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 %
Fidelity Investments
176
Fidelity Investments
Massachusetts
$1.42M 40,658 -199,117 -83%
HFS
177
Hantz Financial Services
Michigan
$1.39M 39,691 -1,388 -3%
KTA
178
Keeley-Teton Advisors
Illinois
$1.38M 39,529 +8,715 +28%
Mitsubishi UFJ Asset Management
179
Mitsubishi UFJ Asset Management
Japan
$1.38M 39,506 +2,030 +5%
Toronto Dominion Bank
180
Toronto Dominion Bank
Ontario, Canada
$1.37M 39,224 +4,370 +13%
DA
181
Duality Advisers
Florida
$1.35M 38,664 -11,006 -22%
BS
182
Boenning & Scattergood
Pennsylvania
$1.33M 38,034 -10,300 -21%
PAM
183
Panagora Asset Management
Massachusetts
$1.32M 37,762 -59 -0.2%
MLICM
184
Metropolitan Life Insurance Company (MetLife)
New York
$1.31M 37,365 -983 -3%
NMERB
185
New Mexico Educational Retirement Board
New Mexico
$1.28M 36,500 -6,400 -15%
EIP
186
Ellis Investment Partners
Pennsylvania
$1.28M 36,469 +23,120 +173%
DekaBank Deutsche Girozentrale
187
DekaBank Deutsche Girozentrale
Germany
$1.25M 36,451 -1,140 -3%
BCIM
188
British Columbia Investment Management
British Columbia, Canada
$1.23M 35,192 -930 -3%
OAM
189
Optimal Asset Management
California
$1.22M 35,002 +20 +0.1%
DnB Asset Management
190
DnB Asset Management
Norway
$1.22M 34,757 +1,937 +6%
IRC
191
Investors Research Corp
Georgia
$1.19M 33,900 -250 -0.7%
CSS
192
Cubist Systematic Strategies
Connecticut
$1.18M 33,689 -23,809 -41%
IMPI
193
Ilmarinen Mutual Pension Insurance
Finland
$1.15M 33,000 +33,000 New
Janus Henderson Group
194
Janus Henderson Group
United Kingdom
$1.14M 32,484 – –
CT
195
Coastline Trust
Rhode Island
$1.12M 31,951 +790 +3%
DF
196
Donoghue Forlines
Massachusetts
$1.1M 31,481 +31,481 New
UIM
197
USS Investment Management
United Kingdom
$1.05M 30,072 – –
CGH
198
Crossmark Global Holdings
Texas
$1.02M 29,205 -80 -0.3%
MCM
199
Mork Capital Management
California
$1.01M 29,000 +29,000 New
Robeco Institutional Asset Management
200
Robeco Institutional Asset Management
Netherlands
$1.01M 28,940 -55,344 -66%
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