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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 %
Verition Fund Management
501
Verition Fund Management
Connecticut
– – -18,970 Closed
QT
502
Quantamental Technologies
New York
– – -18,915 Closed
ZIG
503
Zurich Insurance Group
Switzerland
– – -16,200 Closed
GC
504
Globeflex Capital
California
– – -13,358 Closed
PI
505
PEAK6 Investments
Illinois
– – -11,696 Closed
NICM
506
Neo Ivy Capital Management
New York
– – -11,535 Closed
WA
507
Wheatland Advisors
Pennsylvania
– – -11,500 Closed
ADMI
508
Albert D. Mason Inc
Massachusetts
– – -11,281 Closed
FPS
509
Fieldpoint Private Securities
Connecticut
– – -10,137 Closed
NIT
510
NumerixS Investment Technologies
British Columbia, Canada
– – -10,000 Closed
NFG
511
Nations Financial Group
Iowa
– – -8,703 Closed
PP
512
Pegasus Partners
Wisconsin
– – -8,227 Closed
JPMPWA
513
J.P. Morgan Private Wealth Advisors
California
– – -8,051 Closed
LCM
514
Landscape Capital Management
New Jersey
– – -6,961 Closed
USAA
515
United Services Automobile Association
Texas
– – -6,755 Closed
HPC
516
HM Payson & Co
Maine
– – -6,617 Closed
OAM
517
Oxford Asset Management
United Kingdom
– – -6,530 Closed
PCS
518
Personal CFO Solutions
New Jersey
– – -6,517 Closed
GH
519
GAM Holding
Switzerland
– – -6,337 Closed
NEPWA
520
New England Private Wealth Advisors
Massachusetts
– – -6,071 Closed
MFG
521
Magnus Financial Group
New York
– – -5,834 Closed
DIM
522
DC Investments Management
Virginia
– – -5,689 Closed
RWM
523
RBA Wealth Management
California
– – -5,557 Closed
IFS
524
Ifrah Financial Services
Arkansas
– – -5,542 Closed
NIA
525
Northstar Investment Advisors
Colorado
– – -5,407 Closed
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