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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 %
QIM
126
Quantitative Investment Management
Virginia
$2.32M +$1.9M +71,089 +443%
Man Group
127
Man Group
United Kingdom
$2.26M -$6.91M -259,101 -75%
RJFSA
128
Raymond James Financial Services Advisors
Florida
$2.25M -$63K -2,360 -3%
ACM
129
AlphaCrest Capital Management
New York
$2.24M +$2.11M +79,055 +1,604%
EAM
130
Eagle Asset Management
Florida
$2.23M +$34K +1,277 +2%
Franklin Resources
131
Franklin Resources
California
$2.18M -$85.5K -3,204 -4%
PAM
132
Panagora Asset Management
Massachusetts
$2.18M +$1.92M +72,056 +744%
SEI Investments
133
SEI Investments
Pennsylvania
$2.17M -$708K -27,176 -25%
Janney Montgomery Scott
134
Janney Montgomery Scott
Pennsylvania
$2.16M +$307K +11,502 +17%
Los Angeles Capital Management
135
Los Angeles Capital Management
California
$2.09M -$16K -600 -0.8%
Zurich Cantonal Bank
136
Zurich Cantonal Bank
Switzerland
$2.08M +$960K +35,997 +86%
VOYA Investment Management
137
VOYA Investment Management
Georgia
$2.02M -$1.92M -71,836 -49%
AIP
138
Ameritas Investment Partners
Nebraska
$1.96M – – –
Barclays
139
Barclays
United Kingdom
$1.94M -$8.9M -333,787 -82%
NMIMC
140
Northwestern Mutual Investment Management Company
Wisconsin
$1.94M +$344K +12,914 +22%
MHI
141
Miller Howard Investments
New York
$1.91M +$629K +23,560 +49%
TI
142
Trexquant Investment
Connecticut
$1.9M +$1.9M +71,142 New
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
$1.75M -$202K -7,588 -10%
EVM
144
Eaton Vance Management
Massachusetts
$1.68M -$213 -8 -0%
Royal Bank of Canada
145
Royal Bank of Canada
Ontario, Canada
$1.67M -$989K -37,079 -37%
RJA
146
Raymond James & Associates
Florida
$1.66M -$39.2K -1,469 -2%
Citigroup
147
Citigroup
New York
$1.63M -$847K -31,740 -34%
Osaic Holdings
148
Osaic Holdings
Arizona
$1.57M +$1.57M +82,675 New
ACI
149
AMP Capital Investors
Australia
$1.5M -$479K -17,808 -24%
MLICM
150
Metropolitan Life Insurance Company (MetLife)
New York
$1.48M -$80.6K -3,021 -5%
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