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UGI
UGI

Overview Fund Activity

488 hedge funds and large institutions have $7.48B invested in UGI in 2019 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 147 increasing their positions, 177 reducing their positions, and 78 closing their positions.

Holders
488
Holders Change
-20
Holders Change %
-3.94%
% of All Funds
9.64%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
70
Increased
147
Reduced
177
Closed
78
Calls
$2.6M
Puts
$11.7M
Net Calls
-$9.13M
Net Calls Change
+$1.63M

Top Buyers

1
Invesco
1
Invesco
Georgia
$251M
2
SOMRS
2
State of Michigan Retirement System
Michigan
$93.1M
3
TSW
3
Thompson Siegel & Walmsley
Virginia
$83.9M
4
Prudential Financial
4
Prudential Financial
New Jersey
$172M
5
First Eagle Investment Management
5
First Eagle Investment Management
New York
$200M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$15.8M
2
JIM
2
Jupiter Investment Management
United Kingdom
$0
3
APG Asset Management
3
APG Asset Management
Netherlands
$55.8M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$26.4M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$23M
Name Market Value Shares Shares
Change 		Shares
Change %
NAM
226
Nissay Asset Management
Japan
$907K 20,091 +453 +2%
Group One Trading
227
Group One Trading
Illinois
$876K 19,387 +15,750 +433%
QT
228
Quantbot Technologies
New York
$864K 19,142 +15,955 +501%
JCM
229
Jacobi Capital Management
Pennsylvania
$852K 18,877 -149 -0.8%
GWM
230
Geneos Wealth Management
Colorado
$843K 18,865 -100 -0.5%
Creative Planning
231
Creative Planning
Kansas
$828K 18,345 -7,726 -30%
Macquarie Group
232
Macquarie Group
Australia
$803K 17,768 +12,068 +212%
Daiwa Securities Group
233
Daiwa Securities Group
Japan
$776K 17,175 -377 -2%
GTCM
234
Gyon Technologies Capital Management
New Jersey
$759K 16,804 +16,804 New
O
235
Ossiam
France
$740K 16,393 +16,393 New
BAM
236
Blueshift Asset Management
New Jersey
$731K 16,183 +16,183 New
TEE
237
Tibra Equities Europe
United Kingdom
$727K 16,100 -5,400 -25%
GPA
238
Garrison Point Advisors
California
$727K 16,095 -2,555 -14%
QIM
239
Quantitative Investment Management
Virginia
$723K 16,031 +16,031 New
PIA
240
Piedmont Investment Advisors
North Carolina
$711K 15,746 -2,944 -16%
LIA
241
LS Investment Advisors
Michigan
$687K 15,218 +695 +5%
V
242
Veritable
Delaware
$676K 14,973 +891 +6%
VIA
243
Vident Investment Advisory
Georgia
$650K 14,384 +817 +6%
PAG
244
Private Advisor Group
New Jersey
$649K 14,376 -6,139 -30%
MF
245
Magnetar Financial
Illinois
$647K 14,319 +9,340 +188%
GIA
246
Gateway Investment Advisers
Ohio
$641K 14,205 +14,205 New
WJWM
247
Williams Jones Wealth Management
New York
$628K 13,907 -376 -3%
ECM
248
ExodusPoint Capital Management
New York
$625K 13,831 +13,831 New
MYLI
249
Meiji Yasuda Life Insurance
Japan
$621K 13,751 -3,013 -18%
Nordea Investment Management
250
Nordea Investment Management
Sweden
$621K 13,779 +7,508 +120%
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