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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
+$77.4M
2
TSW
Thompson Siegel & Walmsley
Virginia
+$47.8M
3
SOMRS
State of Michigan Retirement System
Michigan
+$28.2M
4
State Street
State Street
Massachusetts
+$27.7M
5
Renaissance Technologies
Renaissance Technologies
New York
+$25.7M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$121M
2
Invesco
Invesco
Georgia
-$47.3M
3
KHCM
Kettle Hill Capital Management
New York
-$19.7M
4
Prudential Financial
Prudential Financial
New Jersey
-$19M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$17.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
501
Cetera Advisor Networks
California
– -$204K -4,489 Closed
ISL
502
Ingalls & Snyder LLC
New York
– -$202K -4,470 Closed
TWP
503
TFO Wealth Partners
Ohio
– -$152K -3,385 Closed
PG
504
Pendal Group
Australia
– -$88.8K -1,967 Closed
PCA
505
Peddock Capital Advisors
Massachusetts
– -$75K -1,654 Closed
CFFP
506
Center for Financial Planning
Michigan
– -$71K -1,563 Closed
EWP
507
Engrave Wealth Partners
Texas
– -$42K -934 Closed
TA
508
TFG Advisers
Michigan
– -$35K -787 Closed
BUB
509
BBVA USA Bancshares
Texas
– -$21K -459 Closed
MCM
510
McMillion Capital Management
North Carolina
– -$20K -440 Closed
FIB
511
First Interstate Bank
Montana
– -$20K -433 Closed
CAL
512
Capital Advisors Ltd
Ohio
– -$18K -399 Closed
AIL
513
AGF Investments LLC
Ontario, Canada
– -$17K -376 Closed
FIA
514
FNY Investment Advisers
New York
– -$16K -364 Closed
EW
515
Evoke Wealth
California
– -$13.3K -292 Closed
THWM
516
Taylor Hoffman Wealth Management
Virginia
– -$12K -268 Closed
CHC
517
City Holding Co
West Virginia
– -$12K -260 Closed
AWMS
518
Advocacy Wealth Management Services
Georgia
– -$10K -216 Closed
RIA
519
Realta Investment Advisors
Delaware
– -$8K -191 Closed
TCWM
520
Total Clarity Wealth Management
Illinois
– -$9K -191 Closed
MA
521
MUFG Americas
New York
– -$8K -180 Closed
CHAM
522
Clear Harbor Asset Management
Connecticut
– -$4.52K -100 Closed
PA
523
PSI Advisors
Florida
– -$3K -79 Closed
1IA
524
1834 Investment Advisors
Wisconsin
– -$3K -57 Closed
AIS
525
Accurate Investment Solutions
Pennsylvania
– -$2K -55 Closed
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