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UGI
UGI

Overview Fund Activity

424 hedge funds and large institutions have $6.59B invested in UGI in 2017 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 145 increasing their positions, 157 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
-4
Holders Change %
-0.93%
% of All Funds
10.59%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
37
Increased
145
Reduced
157
Closed
35
Calls
$2.91M
Puts
$658K
Net Calls
+$2.25M
Net Calls Change
-$6.81M

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$369M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$54.7M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$35M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$24.7M
5
CBOA
5
Commonwealth Bank of Australia
Australia
$70.3M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$501M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$52.9M
3
BlackRock
3
BlackRock
New York
$801M
4
State Street
4
State Street
Massachusetts
$424M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$894M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIS
226
Horizon Investment Services
Indiana
$972K +$62.7K +1,296 +7%
Citadel Advisors
227
Citadel Advisors
Florida
$962K -$111K -2,285 -10%
LIA
228
LS Investment Advisors
Michigan
$936K +$112K +2,315 +14%
SFSIG
229
San Francisco Sentry Investment Group
California
$934K -$15K -310 -2%
HW
230
Hancock Whitney
Mississippi
$920K – – –
KBC Group
231
KBC Group
Belgium
$862K +$43.9K +908 +5%
FRM
232
Fox Run Management
Connecticut
$852K +$460K +9,500 +117%
GWM
233
Geneos Wealth Management
Colorado
$836K -$9.68K -200 -1%
NA
234
Navellier & Associates
Nevada
$819K +$9.83K +203 +1%
RCM
235
Riverhead Capital Management
Delaware
$807K +$13.1K +271 +2%
AC
236
Allstate Corporation
Illinois
$781K +$781K +16,128 New
Envestnet Asset Management
237
Envestnet Asset Management
Illinois
$767K +$688K +14,213 +873%
CSS
238
Cubist Systematic Strategies
Connecticut
$751K -$993K -20,526 -57%
CC
239
Cipher Capital
New York
$728K +$425K +8,788 +140%
TAM
240
Tyers Asset Management
Texas
$725K +$10.8K +224 +2%
PAM
241
Panagora Asset Management
Massachusetts
$713K -$3.11M -64,195 -81%
CCM
242
Cribstone Capital Management
Maine
$709K -$486K -9,997 -41%
GC
243
Gratus Capital
Georgia
$701K – – –
NBC
244
Neuberger Berman Canada
Ontario, Canada
$693K -$292K -6,021 -30%
CI
245
Cavalier Investments
Georgia
$687K – – –
MCM
246
Murphy Capital Management
New Jersey
$686K -$4.84K -100 -0.7%
Creative Planning
247
Creative Planning
Kansas
$678K +$274K +5,666 +68%
Verition Fund Management
248
Verition Fund Management
Connecticut
$673K -$669K -13,819 -50%
AB
249
AT Bancorp
Iowa
$667K -$1.01M -20,887 -60%
JCM
250
Jacobi Capital Management
Pennsylvania
$651K – – –
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10
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