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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
$196M
2
TSW
Thompson Siegel & Walmsley
Virginia
$97.3M
3
SOMRS
State of Michigan Retirement System
Michigan
$83.2M
4
State Street
State Street
Massachusetts
$339M
5
Renaissance Technologies
Renaissance Technologies
New York
$63.4M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$442M
2
Invesco
Invesco
Georgia
$101M
3
KHCM
Kettle Hill Capital Management
New York
$0
4
Prudential Financial
Prudential Financial
New Jersey
$82.8M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
426
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$281 +9 +39%
PWMG
427
Prestige Wealth Management Group
New Jersey
$1K +$1K +19 New
BBHC
428
Brown Brothers Harriman & Co
New York
$1K +$1K +29 New
SFSIG
429
San Francisco Sentry Investment Group
California
$1K +$1K +30 New
WT
430
Washington Trust
Rhode Island
$1K +$1K +43 New
FGAM
431
Financial Gravity Asset Management
Texas
$252 -$252 -9 -50%
KHCM
432
Kettle Hill Capital Management
New York
– -$19.7M -435,373 Closed
Lord, Abbett & Co
433
Lord, Abbett & Co
New Jersey
– -$17.9M -396,100 Closed
MPIA
434
Mountain Pacific Investment Advisers
Idaho
– -$17.2M -381,673 Closed
BC
435
Blackstart Capital
New York
– -$7.51M -166,258 Closed
KCM
436
Kennedy Capital Management
Missouri
– -$5.42M -119,917 Closed
HI
437
Horizon Investments
North Carolina
– -$3.8M -84,116 Closed
AIMCA
438
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$3.64M -80,500 Closed
Pacer Advisors
439
Pacer Advisors
Pennsylvania
– -$3.21M -71,006 Closed
UR
440
USCA RIA
Texas
– -$2.96M -65,547 Closed
Fisher Asset Management
441
Fisher Asset Management
Washington
– -$2.56M -56,608 Closed
HF
442
HRT Financial
New York
– -$2.23M -49,416 Closed
CC
443
Cipher Capital
New York
– -$1.7M -37,694 Closed
SCM
444
Seascape Capital Management
New Hampshire
– -$1.62M -35,938 Closed
TYCC
445
Texas Yale Capital Corp
Florida
– -$1.45M -32,198 Closed
Baird Financial Group
446
Baird Financial Group
Wisconsin
– -$1.41M -31,158 Closed
SM
447
Sciencast Management
New Jersey
– -$1.34M -30,412 Closed
ONB
448
Old National Bancorp
Indiana
– -$1.24M -27,425 Closed
BIM
449
Bogle Investment Management
Massachusetts
– -$1.09M -24,132 Closed
T
450
TOBAM
France
– -$1.08M -23,805 Closed
16 17
18
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