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UGI
UGI

Overview Fund Activity

436 hedge funds and large institutions have $4.5B invested in UGI in 2020 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 141 increasing their positions, 150 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
436
Holders Change
-52
Holders Change %
-10.66%
% of All Funds
9.63%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
52
Increased
141
Reduced
150
Closed
100
Calls
$680K
Puts
$1.76M
Net Calls
-$1.08M
Net Calls Change
+$8.06M

Top Buyers

1
First Eagle Investment Management
First Eagle Investment Management
New York
+$77.4M
2
TSW
Thompson Siegel & Walmsley
Virginia
+$47.8M
3
SOMRS
State of Michigan Retirement System
Michigan
+$28.2M
4
State Street
State Street
Massachusetts
+$27.7M
5
Renaissance Technologies
Renaissance Technologies
New York
+$25.7M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$121M
2
Invesco
Invesco
Georgia
-$47.3M
3
KHCM
Kettle Hill Capital Management
New York
-$19.7M
4
Prudential Financial
Prudential Financial
New Jersey
-$19M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$17.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
326
MCF Advisors
Kentucky
$60K – – –
S
327
SignatureFD
Georgia
$58K +$55.5K +2,085 +2,242%
VCP
328
Verus Capital Partners
Arizona
$52K +$8.83K +334 +20%
Walleye Trading
329
Walleye Trading
New York
$49K +$36.5K +1,357 +291%
RFWA
330
RPg Family Wealth Advisory
Massachusetts
$48K – – –
Twin Tree Management
331
Twin Tree Management
Texas
$48K +$48K +1,801 New
PA
332
Parallel Advisors
California
$47K +$38.1K +1,430 +428%
AIC
333
Ameritas Investment Company
Nebraska
$44K -$27.2K -1,012 -38%
Schroder Investment Management Group
334
Schroder Investment Management Group
United Kingdom
$44K +$44K +1,636 New
MPWT
335
MassMutual Private Wealth & Trust
Connecticut
$40K -$25.8K -968 -39%
RMC
336
Resources Management Corp
Connecticut
$40K – – –
QAM
337
QCI Asset Management
New York
$36K – – –
HI
338
Hudock Inc
Pennsylvania
$36K +$529 +20 +1%
SFS
339
Sowell Financial Services
Arkansas
$35K -$4.34K -161 -11%
EI
340
Ellevest Inc
New York
$34K +$27.1K +1,012 +395%
QCG
341
Quadrant Capital Group
Ohio
$34K +$30.1K +1,038 +763%
CG
342
Cutler Group
California
$33K -$13.1K -500 -28%
ClearBridge Investments
343
ClearBridge Investments
New York
$33K – – –
VFA
344
Valeo Financial Advisors
Indiana
$31K – – –
AIC
345
Archer Investment Corporation
Indiana
$31K – – –
NFG
346
Next Financial Group
Texas
$30K -$26K -961 -46%
CAW
347
Cornerstone Advisors (Washington)
Washington
$27K +$25.5K +946 +1,689%
WT
348
Whittier Trust
California
$26K -$293 -11 -1%
BWP
349
Baldwin Wealth Partners
Massachusetts
$25K – – –
CFG
350
Citizens Financial Group
Rhode Island
$24K +$24K +900 New
12 13
14
15 16