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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.

New
Increased
Maintained
Reduced
Closed
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
Vanguard Group
Pennsylvania
$977M
2
BlackRock
BlackRock
New York
$1.04B
3
Invesco
Invesco
Georgia
$38.8M
4
SCM
Snyder Capital Management
California
$154M
5
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$12.6M

Top Sellers

1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$7.79M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$578M
3
State Street
State Street
Massachusetts
$561M
4
Victory Capital Management
Victory Capital Management
Texas
$25.8M
5
Wells Fargo
Wells Fargo
California
$24.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
176
Catalyst Capital Advisors
New York
$1.83M – – –
PNC Financial Services Group
177
PNC Financial Services Group
Pennsylvania
$1.82M -$32K -750 -2%
NEI
178
Northwest & Ethical Investments
Ontario, Canada
$1.79M – – –
Neuberger Berman Group
179
Neuberger Berman Group
New York
$1.69M -$113K -2,759 -6%
EAM
180
Eagle Asset Management
Florida
$1.68M -$16.7K -392 -1%
OAM
181
Optimal Asset Management
California
$1.66M +$1.79K +42 +0.1%
GIBU
182
Gulf International Bank (UK)
United Kingdom
$1.65M -$35.5K -833 -2%
PI
183
PineBridge Investments
New York
$1.65M +$334K +7,828 +25%
PAM
184
Panagora Asset Management
Massachusetts
$1.65M – – –
BCIM
185
British Columbia Investment Management
British Columbia, Canada
$1.64M – – –
MLICM
186
Metropolitan Life Insurance Company (MetLife)
New York
$1.63M -$54K -1,267 -3%
MAM
187
Meeder Asset Management
Ohio
$1.62M +$72.5K +1,701 +5%
CS
188
Candriam SCA
Luxembourg
$1.6M – – –
URS
189
Utah Retirement Systems
Utah
$1.6M -$102K -2,400 -6%
OAM
190
Oppenheimer Asset Management
New York
$1.6M -$12.6K -296 -0.8%
IA
191
Icon Advisers
Colorado
$1.59M +$384K +9,000 +32%
EIP
192
Ellis Investment Partners
Pennsylvania
$1.58M -$38.7K -908 -2%
II
193
Inspire Investing
Idaho
$1.53M +$719K +16,862 +89%
PP
194
Prudential plc
United Kingdom
$1.5M +$636K +14,914 +74%
ASN
195
Advisory Services Network
Georgia
$1.49M +$85.1K +1,997 +6%
NMIMC
196
Northwestern Mutual Investment Management Company
Wisconsin
$1.47M -$9.25K -217 -0.6%
N
197
Natixis
France
$1.46M +$1.46M +34,294 New
IRC
198
Investors Research Corp
Georgia
$1.41M – – –
II
199
IFM Investors
Australia
$1.34M – – –
OTPPB
200
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.33M +$593K +13,925 +80%
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