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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 %
NSB
351
Norway Savings Bank
Maine
$23K – – –
Bessemer Group
352
Bessemer Group
New Jersey
$22K – – –
TL
353
TrueWealth LLC
Georgia
$20K – – –
HWA
354
Heritage Wealth Advisors
Virginia
$19.2K – – –
SIAP
355
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$19K – – –
KPW
356
Kore Private Wealth
New York
$18K – – –
ADL
357
Asset Dedication LLC
California
$17K – – –
SF
358
Synovus Financial
Georgia
$17K +$17K +638 New
ECM
359
Estabrook Capital Management
New York
$16.6K -$5.52K -207 -25%
FMTCOCP
360
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$15K – – –
FCA
361
FinTrust Capital Advisors
South Carolina
$14K – – –
CIA
362
CSat Investment Advisory
Michigan
$14K +$2.29K +88 +20%
NSIM
363
North Star Investment Management
Illinois
$13K – – –
MMG
364
Monetary Management Group
Missouri
$13K – – –
BCA
365
Berman Capital Advisors
Georgia
$13K +$12.4K +488 +2,033%
GSWM
366
Golden State Wealth Management
California
$13K +$13K +497 New
FHA
367
Flagship Harbor Advisors
Massachusetts
$12K -$8.21K -310 -41%
KPCM
368
Kings Point Capital Management
New York
$12K – – –
CFA
369
Carroll Financial Associates
North Carolina
$12K – – –
GAM
370
Gemmer Asset Management
California
$11K -$60.8K -2,200 -85%
OPS
371
Orion Portfolio Solutions
Nebraska
$11K +$6.47K +244 +143%
CDIA
372
Capital Directions Investment Advisors
Georgia
$10K -$20K -765 -67%
First Manhattan
373
First Manhattan
New York
$10K – – –
JWA
374
JFS Wealth Advisors
Pennsylvania
$10K – – –
PFO
375
Pathstone Family Office
New Jersey
$10K +$10K +384 New
13 14
15
16 17