UGI icon

UGI
UGI

Overview Fund Activity

508 hedge funds and large institutions have $8.06B invested in UGI in 2019 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 210 increasing their positions, 109 reducing their positions, and 56 closing their positions.

Holders
508
Holders Change
+57
Holders Change %
+12.64%
% of All Funds
11.16%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
115
Increased
210
Reduced
109
Closed
56
Calls
$8.6M
Puts
$19.4M
Net Calls
-$10.8M
Net Calls Change
-$10.6M

Top Buyers

1
Mitsubishi UFJ Trust & Banking
1
Mitsubishi UFJ Trust & Banking
Japan
$221M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.11B
3
BlackRock
3
BlackRock
New York
$1.08B
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.08B
5
Invesco
5
Invesco
Georgia
$154M

Top Sellers

1
CBOA
1
Commonwealth Bank of Australia
Australia
$0
2
APG Asset Management
2
APG Asset Management
Netherlands
$108M
3
Millennium Management
3
Millennium Management
New York
$13.6M
4
Goldman Sachs
4
Goldman Sachs
New York
$60.3M
5
California Public Employees Retirement System
5
California Public Employees Retirement System
California
$28.4M
Name Market Value Shares Shares
Change 		Shares
Change %
SCA
526
Stillwater Capital Advisors
Pennsylvania
– – -11,437 Closed
GCP
527
GSA Capital Partners
United Kingdom
– – -11,416 Closed
SCM
528
SIR Capital Management
New York
– – -10,511 Closed
SSA
529
Schonfeld Strategic Advisors
New York
– – -10,143 Closed
SP
530
Symmetry Partners
Connecticut
– – -8,090 Closed
WI
531
Wintrust Investments
Illinois
– – -6,584 Closed
CCM
532
Channing Capital Management
Illinois
– – -6,374 Closed
QI
533
Qtron Investments
Massachusetts
– – -5,947 Closed
FRM
534
Fox Run Management
Connecticut
– – -5,289 Closed
EMG
535
Ellington Management Group
Connecticut
– – -5,100 Closed
MML Investors Services
536
MML Investors Services
Massachusetts
– – -4,307 Closed
MFG
537
MidWestOne Financial Group
Iowa
– – -4,032 Closed
GVAG
538
Great Valley Advisor Group
Delaware
– – -3,984 Closed
ECM
539
ExodusPoint Capital Management
New York
– – -3,971 Closed
MFWM
540
Motley Fool Wealth Management
Virginia
– – -3,928 Closed
CCIA
541
Campbell & Co Investment Adviser
Maryland
– – -3,899 Closed
AIL
542
AGF Investments LLC
Ontario, Canada
– – -3,862 Closed
ESB
543
Essex Savings Bank
Connecticut
– – -2,600 Closed
LA
544
Legacy Advisors
Pennsylvania
– – -2,551 Closed
Point72 Asset Management
545
Point72 Asset Management
Connecticut
– – -2,400 Closed
Simplex Trading
546
Simplex Trading
Illinois
– – -2,057 Closed
TFA
547
Transamerica Financial Advisors
Florida
– – -1,614 Closed
MC
548
Machina Capital
France
– – -1,131 Closed
SNT
549
Security National Trust
West Virginia
– – -900 Closed
OIA
550
OneDigital Investment Advisors
Kansas
– – -603 Closed
19 20 21
22
23