UGI icon

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.

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

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$15.8M
2
JIM
Jupiter Investment Management
United Kingdom
$0
3
APG Asset Management
APG Asset Management
Netherlands
$55.8M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$26.4M
5
AQR Capital Management
AQR Capital Management
Connecticut
$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
PG
376
Pendal Group
Australia
$88.8K +$88.8K +1,967 New
FCT
377
Family Capital Trust
Massachusetts
$86K – – –
Fuller & Thaler Asset Management
378
Fuller & Thaler Asset Management
California
$86K +$3.63K +80 +4%
IUHSA
379
Itau Unibanco Holding S.A.
Brazil
$84K -$13.3K -295 -14%
RFWA
380
RPg Family Wealth Advisory
Massachusetts
$81.3K – – –
SPIA
381
Steward Partners Investment Advisory
New York
$80K +$13.4K +297 +20%
CG
382
Cutler Group
California
$79K +$5.92K +132 +8%
PCA
383
Peddock Capital Advisors
Massachusetts
$75K +$75K +1,654 New
VCP
384
Verus Capital Partners
Arizona
$74K +$74K +1,632 New
CFFP
385
Center for Financial Planning
Michigan
$71K +$71K +1,563 New
RMC
386
Resources Management Corp
Connecticut
$68K – – –
SFS
387
Sowell Financial Services
Arkansas
$66K -$192K -4,239 -74%
QAM
388
QCI Asset Management
New York
$61K – – –
HI
389
Hudock Inc
Pennsylvania
$60K +$224 +5 +0.4%
ClearBridge Investments
390
ClearBridge Investments
New York
$55K +$28.3K +637 +106%
CDIA
391
Capital Directions Investment Advisors
Georgia
$52K – – –
AIC
392
Archer Investment Corporation
Indiana
$52K +$33.4K +744 +180%
VFA
393
Valeo Financial Advisors
Indiana
$46K -$4.88K -109 -10%
FGAM
394
Financial Gravity Asset Management
Texas
$45K – – –
WT
395
Whittier Trust
California
$45K – – –
BWP
396
Baldwin Wealth Partners
Massachusetts
$43K -$1.31M -29,040 -97%
EWP
397
Engrave Wealth Partners
Texas
$42K +$42K +934 New
NSB
398
Norway Savings Bank
Maine
$39K – – –
Bessemer Group
399
Bessemer Group
New Jersey
$38K -$46 -1 -0.1%
ECM
400
Estabrook Capital Management
New York
$37.4K -$758K -16,785 -95%
14 15
16
17 18