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UGI
UGI

Overview Fund Activity

433 hedge funds and large institutions have $5.27B invested in UGI in 2020 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 139 increasing their positions, 147 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
433
Holders Change
-3
Holders Change %
-0.69%
% of All Funds
8.9%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
58
Increased
139
Reduced
147
Closed
59
Calls
$6.72M
Puts
$3.88M
Net Calls
+$2.83M
Net Calls Change
+$3.91M

Top Buyers

1
State Street
State Street
Massachusetts
$469M
2
Norges Bank
Norges Bank
Norway
$73.3M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$22.2M
4
SCM
Snyder Capital Management
California
$87.6M
5
BGIM
Brandywine Global Investment Management
Pennsylvania
$15.7M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$433M
2
Invesco
Invesco
Georgia
$34.2M
3
Vanguard Group
Vanguard Group
Pennsylvania
$704M
4
Renaissance Technologies
Renaissance Technologies
New York
$36.7M
5
Millennium Management
Millennium Management
New York
$11.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TU
251
TDAM USA
Ontario, Canada
$378K – – –
MFG
252
Magnus Financial Group
New York
$371K +$371K +11,682 New
APA
253
American Portfolios Advisors
New York
$367K -$46.7K -1,469 -11%
SMDAM
254
Sumitomo Mitsui DS Asset Management
Japan
$362K – – –
HTC
255
Haverford Trust Company
Pennsylvania
$358K +$358K +11,250 New
GWCM
256
Godshalk Welsh Capital Management
Pennsylvania
$345K +$4.77K +150 +1%
Schroder Investment Management Group
257
Schroder Investment Management Group
United Kingdom
$343K +$291K +9,154 +560%
LIA
258
LS Investment Advisors
Michigan
$342K -$14.7K -463 -4%
Macquarie Group
259
Macquarie Group
Australia
$340K +$25K +787 +8%
SIM
260
Sonora Investment Management
Arizona
$336K +$11.4K +360 +4%
GPA
261
Garrison Point Advisors
California
$332K -$48.8K -1,535 -13%
HSA
262
HBK Sorce Advisory
Pennsylvania
$332K +$445 +14 +0.1%
MPAM
263
Monarch Partners Asset Management
Massachusetts
$328K +$328K +10,327 New
WB
264
WesBanco Bank
West Virginia
$324K -$8K -252 -2%
TPW
265
TL Private Wealth
Texas
$323K – – –
B
266
Bailard
California
$323K +$323K +10,159 New
Neuberger Berman Group
267
Neuberger Berman Group
New York
$321K -$394K -12,470 -55%
KWM
268
Kingsview Wealth Management
Oregon
$320K +$320K +10,049 New
NIM
269
Needham Investment Management
New York
$318K – – –
CG
270
Colony Group
Massachusetts
$305K -$15.2K -477 -5%
CTA
271
Chesley Taft & Associates
Illinois
$305K – – –
MYAM
272
Meiji Yasuda Asset Management
Japan
$305K +$45.4K +1,430 +17%
QI
273
QS Investors
New York
$293K -$6.37K -200 -2%
GT
274
Greenleaf Trust
Michigan
$287K +$287K +9,023 New
William Blair & Company
275
William Blair & Company
Illinois
$283K -$4.04K -127 -1%
9 10
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