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$UGI

Institutional Holdings

50

Top Institutions

Top Institutions

1

Josef Lakonishok - Lsv Asset Management

6,199,039 shares

0.49%

% of Portfolio

2

Neuberger Berman

8,427,167 shares

0.23%

% of Portfolio

3

Artisan Partners

1,201,838 shares

0.07%

% of Portfolio

4

Dmitry Balyasny - Balyasny Asset Management

595,195 shares

0.03%

% of Portfolio

5

Larry Fink - BlackRock

25,659,078 shares

0.02%

% of Portfolio

6

Northern Trust Corp

3,506,047 shares

0.02%

% of Portfolio

7

Invesco

2,740,069 shares

0.02%

% of Portfolio

8

Cliff Asness - AQR Capital Management

924,617 shares

0.02%

% of Portfolio

9

Renaissance Technologies

360,783 shares

0.02%

% of Portfolio

10

Morgan Stanley

3,070,125 shares

0.01%

% of Portfolio

11

Geode Capital Management

4,492,133 shares

0.01%

% of Portfolio

12

David Solomon - Goldman Sachs

1,775,356 shares

0.01%

% of Portfolio

13

Charles Schwab

2,462,980 shares

0.01%

% of Portfolio

14

BNP Paribas

393,505 shares

0.01%

% of Portfolio

15

Israel Englander - Millennium Management

392,799 shares

0.01%

% of Portfolio

16

David E. Shaw - D.E. Shaw & Co.

508,133 shares

0.01%

% of Portfolio

17

Voya Investment Mgmt

223,787 shares

0.01%

% of Portfolio

18

State Street Corp

6,749,087 shares

0.01%

% of Portfolio

19

Nuveen

590,687 shares

0.01%

% of Portfolio

20

CalPERS

460,420 shares

0.01%

% of Portfolio

21

SG Americas Securities

131,938 shares

0.01%

% of Portfolio

22

Ensign Peak Advisors

89,117 shares

0.01%

% of Portfolio

23

AllianceBernstein (AB)

386,338 shares

NaN%

% of Portfolio

24

UBS Group

658,892 shares

NaN%

% of Portfolio

25

Franklin Resources

435,675 shares

NaN%

% of Portfolio

26

Ken Griffin - Citadel Advisors

125,884 shares

NaN%

% of Portfolio

27

Legal & General

355,530 shares

NaN%

% of Portfolio

28

Wellington Management

409,462 shares

NaN%

% of Portfolio

29

Two Sigma Investments

71,261 shares

NaN%

% of Portfolio

30

Janus Henderson Group

98,107 shares

NaN%

% of Portfolio

31

T. Rowe Price

385,432 shares

NaN%

% of Portfolio

32

PNC Financial Services

52,681 shares

NaN%

% of Portfolio

33

Canada Pension Plan Investment Board

45,384 shares

NaN%

% of Portfolio

34

First Eagle Investment Management

11,701 shares

NaN%

% of Portfolio

35

Jane Street Group

16,027 shares

NaN%

% of Portfolio

36

Fidelity International (FIL)

18,266 shares

NaN%

% of Portfolio

37

Mitsubishi Ufj Asset Management Co., Ltd.

949 shares

NaN%

% of Portfolio

38

Steve Cohen - Point72 Asset Management

0 shares

0.00%

% of Portfolio

39

Andrew Beck - River Road Asset Mgmt

778,691 shares

0.32%

% of Portfolio

40

Diamond Hill Capital Management

1,204,913 shares

0.27%

% of Portfolio

41

Paul Tudor Jones - Tudor Investment Corp

112,059 shares

0.01%

% of Portfolio

42

Mario Gabelli - GAMCO Investors

24,823 shares

0.01%

% of Portfolio

43

Manning & Napier

55,348 shares

0.03%

% of Portfolio

44

New York State Teachers Retirement System

212,552 shares

0.02%

% of Portfolio

45

Ray Dalio - Bridgewater Associates

85,312 shares

0.01%

% of Portfolio

46

Jeremy Grantham - GMO

35,232 shares

NaN%

% of Portfolio

47

Natixis

21,173 shares

NaN%

% of Portfolio

48

Exoduspoint Capital Management, Lp

0 shares

0.00%

% of Portfolio

49

Verition Fund Management LLC

0 shares

0.00%

% of Portfolio

50

Jamie Dimon - JPMorgan Chase

0 shares

0.00%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

44%

LARGE

38%

MEDIUM

32%

SMALL

-14%

Geographic Distribution

North America
74%
Europe
28%
Asia Pacific
17%
Other
9%

Institutional Activity

Buyers

59

Sellers

33

Holders

77

New

19

Exited

12

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Insider TradingPRO

Trading Statistics

Insider Buyers

22

Insider Sellers

33

Purchase Value

$22.8M

Role Distribution

CEO
29%
CFO
21%
Director
39%
VP
16%
Other
5%
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RatingPRO

84

A-

Overall Score

Moderate institutional interest with stable holdings

Rating Dimensions

Institutional Ownership
79
Recent Activity
88
Concentration
57
Momentum
91
Stability
67

Recent Actions

New

14

Increased

33

Decreased

20

Exited

4

Total

55

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