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UGI
UGI

Overview Fund Activity

494 hedge funds and large institutions have $6.77B invested in UGI in 2021 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 153 increasing their positions, 152 reducing their positions, and 50 closing their positions.

Holders
494
Holders Change
+23
Holders Change %
+4.88%
% of All Funds
8.7%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
76
Increased
153
Reduced
152
Closed
50
Calls
$5.89M
Puts
$4.55M
Net Calls
+$1.34M
Net Calls Change
+$1.88M

Top Buyers

1
First Eagle Investment Management
1
First Eagle Investment Management
New York
$377M
2
EIP
2
Energy Income Partners
Connecticut
$54.5M
3
BlackRock
3
BlackRock
New York
$889M
4
State Street
4
State Street
Massachusetts
$586M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$26.9M

Top Sellers

1
Prudential Financial
1
Prudential Financial
New Jersey
$52M
2
TSW
2
Thompson Siegel & Walmsley
Virginia
$97.8M
3
Mitsubishi UFJ Trust & Banking
3
Mitsubishi UFJ Trust & Banking
Japan
$110M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$611M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$850M
Name Market Value Shares Shares
Change 		Shares
Change %
CGH
201
Crossmark Global Holdings
Texas
$1.18M 28,870 -335 -1%
Toronto Dominion Bank
202
Toronto Dominion Bank
Ontario, Canada
$1.16M 28,168 -11,056 -28%
Natixis Advisors
203
Natixis Advisors
Massachusetts
$1.15M 28,016 +3,475 +14%
AIC
204
Aurora Investment Counsel
Georgia
$1.14M 27,777 +890 +3%
IMPI
205
Ilmarinen Mutual Pension Insurance
Finland
$1.11M 27,000 -6,000 -18%
DekaBank Deutsche Girozentrale
206
DekaBank Deutsche Girozentrale
Germany
$1.1M 26,627 -9,824 -27%
OSIA
207
O'Shares Investment Advisers
Massachusetts
$1.09M 26,682 +580 +2%
AB
208
Amalgamated Bank
New York
$1.06M 25,955 -1,725 -6%
IMRF
209
Illinois Municipal Retirement Fund
Illinois
$1.06M 25,842 +3,982 +18%
ACM
210
Argyle Capital Management
Pennsylvania
$1.05M 25,650 – –
FFG
211
Fortem Financial Group
California
$1.03M 25,188 -108 -0.4%
HSA
212
Hussman Strategic Advisors
Maryland
$1.03M 25,000 – –
RIA
213
RPG Investment Advisory
California
$1.02M 24,968 -1,618 -6%
NAM
214
Nissay Asset Management
Japan
$985K 24,010 -499 -2%
II
215
IFM Investors
Australia
$977K 23,828 – –
Allianz Asset Management
216
Allianz Asset Management
Germany
$975K 23,781 +12,541 +112%
EIA
217
Edgemoor Investment Advisors
Maryland
$971K 23,680 -324 -1%
AAM
218
Advisors Asset Management
Colorado
$956K 23,302 +3,989 +21%
S
219
Seeyond
France
$950K 23,169 – –
Nordea Investment Management
220
Nordea Investment Management
Sweden
$921K 22,212 – –
CWM
221
CIBC World Markets
New York
$918K 22,393 +22,393 New
Neuberger Berman Group
222
Neuberger Berman Group
New York
$916K 22,708 +9,305 +69%
Pacer Advisors
223
Pacer Advisors
Pennsylvania
$912K 22,233 -1,031 -4%
Nomura Holdings
224
Nomura Holdings
Japan
$903K 22,000 +22,000 New
X
225
Xponance
Pennsylvania
$898K 21,905 +12 +0.1%
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