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UGI
UGI

Overview Fund Activity

508 hedge funds and large institutions have $8.06B invested in UGI in 2019 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 210 increasing their positions, 109 reducing their positions, and 56 closing their positions.

Holders
508
Holders Change
+57
Holders Change %
+12.64%
% of All Funds
11.16%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
115
Increased
210
Reduced
109
Closed
56
Calls
$8.6M
Puts
$19.4M
Net Calls
-$10.8M
Net Calls Change
-$10.6M

Top Buyers

1
Mitsubishi UFJ Trust & Banking
1
Mitsubishi UFJ Trust & Banking
Japan
$221M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.11B
3
BlackRock
3
BlackRock
New York
$1.08B
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.08B
5
Invesco
5
Invesco
Georgia
$154M

Top Sellers

1
CBOA
1
Commonwealth Bank of Australia
Australia
$0
2
APG Asset Management
2
APG Asset Management
Netherlands
$108M
3
Millennium Management
3
Millennium Management
New York
$13.6M
4
Goldman Sachs
4
Goldman Sachs
New York
$60.3M
5
California Public Employees Retirement System
5
California Public Employees Retirement System
California
$28.4M
Name Market Value Shares Shares
Change 		Shares
Change %
SAM
226
Securian Asset Management
Minnesota
$1.18M 23,454 +2,534 +12%
PI
227
PineBridge Investments
New York
$1.15M 22,893 -67 -0.3%
RIA
228
RPG Investment Advisory
California
$1.12M 22,328 +22,328 New
II
229
IFM Investors
Australia
$1.12M 22,289 +11,851 +114%
AI
230
Atria Investments
North Carolina
$1.12M 22,228 -1,836 -8%
CIC
231
Carnegie Investment Counsel
Ohio
$1.1M 21,815 +11,315 +108%
TEE
232
Tibra Equities Europe
United Kingdom
$1.08M 21,500 -11,200 -34%
OSIA
233
O'Shares Investment Advisers
Massachusetts
$1.03M 20,551 +11,607 +130%
PAG
234
Private Advisor Group
New Jersey
$1.03M 20,515 +6,469 +46%
NAM
235
Nissay Asset Management
Japan
$987K 19,638 +3,242 +20%
SCM
236
Stevens Capital Management
Pennsylvania
$967K 19,230 -10,494 -35%
GWM
237
Geneos Wealth Management
Colorado
$956K 18,965 +1,625 +9%
JCM
238
Jacobi Capital Management
Pennsylvania
$956K 19,026 +1,816 +11%
Verition Fund Management
239
Verition Fund Management
Connecticut
$954K 18,970 +8,713 +85%
QT
240
Quantamental Technologies
New York
$951K 18,915 +18,915 New
PIA
241
Piedmont Investment Advisors
North Carolina
$940K 18,690 +1,860 +11%
GPA
242
Garrison Point Advisors
California
$938K 18,650 +195 +1%
CAM
243
Costello Asset Management
Pennsylvania
$930K 18,510 +18,510 New
RCM
244
Riverhead Capital Management
Delaware
$890K 17,701 – –
ECM
245
Estabrook Capital Management
New York
$885K 17,613 +17,613 New
Daiwa Securities Group
246
Daiwa Securities Group
Japan
$882K 17,552 -15,905 -48%
TAM
247
Tyers Asset Management
Texas
$866K 17,232 +240 +1%
MYLI
248
Meiji Yasuda Life Insurance
Japan
$843K 16,764 -654 -4%
ZIG
249
Zurich Insurance Group
Switzerland
$814K 16,200 – –
T
250
TOBAM
France
$764K 15,200 +15,200 New
8 9
10
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