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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 %
RC
476
RegentAtlantic Capital
New Jersey
– -$299K -6,630 Closed
CRC
477
Curi RMB Capital
Illinois
– -$296K -6,548 Closed
SI
478
Stephens Inc
Arkansas
– -$294K -6,506 Closed
KeyBank National Association
479
KeyBank National Association
Ohio
– -$285K -6,318 Closed
SSW
480
Smith Shellnut Wilson
Mississippi
– -$281K -6,219 Closed
LCP
481
Legacy Capital Partners
Wisconsin
– -$280K -6,192 Closed
EWM
482
Evercore Wealth Management
New York
– -$279K -6,160 Closed
AA
483
AQR Arbitrage
Connecticut
– -$271K -6,017 Closed
BWCS
484
Beirne Wealth Consulting Services
Connecticut
– -$273K -6,000 Closed
TSS
485
Two Sigma Securities
New York
– -$266K -5,897 Closed
GC
486
Gratus Capital
Georgia
– -$263K -5,818 Closed
WIM
487
Wilen Investment Management
Florida
– -$254K -5,710 Closed
DA
488
Doliver Advisors
Texas
– -$253K -5,595 Closed
American Century Companies
489
American Century Companies
Missouri
– -$249K -5,519 Closed
CI
490
Cigna Investments
Connecticut
– -$228K -5,464 Closed
AIP
491
Almanack Investment Partners
Pennsylvania
– -$246K -5,406 Closed
UF
492
Univest Financial
Pennsylvania
– -$249K -5,400 Closed
SCM
493
Stellar Capital Management
Arizona
– -$242K -5,364 Closed
MML Investors Services
494
MML Investors Services
Massachusetts
– -$239K -5,292 Closed
SFA
495
Sequoia Financial Advisors
Ohio
– -$236K -5,227 Closed
CWM
496
Chesapeake Wealth Management
Virginia
– -$224K -4,963 Closed
HTC
497
Haverford Trust Company
Pennsylvania
– -$224K -4,950 Closed
ACP
498
Arcus Capital Partners
Georgia
– -$213K -4,713 Closed
RFN
499
RDA Financial Network
Iowa
– -$200K -4,708 Closed
BMC
500
Beaton Management Company
Massachusetts
– -$203K -4,500 Closed
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