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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.

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
1
Invesco
Georgia
$251M
2
SOMRS
2
State of Michigan Retirement System
Michigan
$93.1M
3
TSW
3
Thompson Siegel & Walmsley
Virginia
$83.9M
4
Prudential Financial
4
Prudential Financial
New Jersey
$172M
5
First Eagle Investment Management
5
First Eagle Investment Management
New York
$200M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$15.8M
2
JIM
2
Jupiter Investment Management
United Kingdom
$0
3
APG Asset Management
3
APG Asset Management
Netherlands
$55.8M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$26.4M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$23M
Name Market Value Shares Shares
Change 		Shares
Change %
SIS
476
Sound Income Strategies
Florida
$2K 36 – –
BCA
477
Berman Capital Advisors
Georgia
$1K 24 -33 -58%
GFPC
478
Global Financial Private Capital
Florida
$1K 24 – –
TIM
479
Tortoise Investment Management
New York
$1K 21 – –
TFO
480
Tarbox Family Office
California
$1K 31 – –
PFGIA
481
Patriot Financial Group Insurance Agency
Massachusetts
$1K 23 +23 New
OSAM
482
O'Shaughnessy Asset Management
Connecticut
$1K 25 +25 New
CCA
483
Column Capital Advisors
Indiana
$1K 28 +28 New
JIM
484
Jupiter Investment Management
United Kingdom
– – -1,280,245 Closed
Bank of Nova Scotia
485
Bank of Nova Scotia
Ontario, Canada
– – -340,004 Closed
WG
486
Winton Group
United Kingdom
– – -169,094 Closed
BBL
487
Beck Bode LLC
Massachusetts
– – -162,779 Closed
Schroder Investment Management Group
488
Schroder Investment Management Group
United Kingdom
– – -128,721 Closed
Squarepoint
489
Squarepoint
New York
– – -119,523 Closed
DF
490
Donoghue Forlines
Massachusetts
– – -88,688 Closed
DA
491
Denali Advisors
California
– – -47,900 Closed
SEC
492
Seven Eight Capital
New York
– – -45,161 Closed
SCA
493
Salient Capital Advisors
Texas
– – -43,905 Closed
FRAF
494
Första AP-fonden
Sweden
– – -39,000 Closed
NCM
495
Novare Capital Management
North Carolina
– – -32,527 Closed
QC
496
Quadrature Capital
United Kingdom
– – -24,370 Closed
BCM
497
Brookstone Capital Management
Illinois
– – -23,616 Closed
PI
498
PineBridge Investments
New York
– – -22,893 Closed
AI
499
Atria Investments
North Carolina
– – -22,228 Closed
SCM
500
Stevens Capital Management
Pennsylvania
– – -19,230 Closed
18 19
20
21 22