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UGI
UGI

Overview Fund Activity

451 hedge funds and large institutions have $6.33B invested in UGI in 2017 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 138 increasing their positions, 151 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
+37
Holders Change %
+8.94%
% of All Funds
10.24%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
67
Increased
138
Reduced
151
Closed
29
Calls
$17.9M
Puts
$216K
Net Calls
+$17.7M
Net Calls Change
+$5.31M

Top Buyers

1
CBOA
1
Commonwealth Bank of Australia
Australia
$162M
2
APG Asset Management
2
APG Asset Management
Netherlands
$102M
3
BlackRock
3
BlackRock
New York
$780M
4
RP
4
Reinhart Partners
Wisconsin
$20.7M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$19.9M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$65.8M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$142M
3
NFA
3
Nationwide Fund Advisors
Ohio
$0
4
First Trust Advisors
4
First Trust Advisors
Illinois
$34.6M
5
JIM
5
Jupiter Investment Management
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GH
226
GAM Holding
Switzerland
$985K +$985K +20,981 New
Jane Street
227
Jane Street
New York
$971K +$971K +20,675 New
HIS
228
Horizon Investment Services
Indiana
$939K -$28.7K -610 -3%
SFSIG
229
San Francisco Sentry Investment Group
California
$913K +$10.3K +220 +1%
BIAS
230
Beacon Investment Advisory Services
New Jersey
$892K -$131K -2,800 -13%
WG
231
Winton Group
United Kingdom
$888K -$520K -11,068 -37%
SCM
232
Stevens Capital Management
Pennsylvania
$882K -$2.44M -51,907 -73%
CSS
233
Cubist Systematic Strategies
Connecticut
$881K +$81.2K +1,731 +10%
ZIG
234
Zurich Insurance Group
Switzerland
$873K – – –
KCM
235
Kendall Capital Management
Maryland
$833K +$833K +17,735 New
PAM
236
Panagora Asset Management
Massachusetts
$817K -$175K -3,724 -18%
EP
237
Elkfork Partners
Oregon
$815K +$85.7K +1,826 +12%
FMT
238
First Mercantile Trust
Tennessee
$811K -$191K -4,076 -19%
Arrowstreet Capital
239
Arrowstreet Capital
Massachusetts
$804K +$804K +17,127 New
Neuberger Berman Group
240
Neuberger Berman Group
New York
$799K -$217K -4,623 -21%
TCM
241
Teza Capital Management
Illinois
$798K +$798K +17,000 New
GWM
242
Geneos Wealth Management
Colorado
$796K – – –
GT
243
Glenmede Trust
Pennsylvania
$789K -$2.28M -48,653 -74%
XK
244
Xact Kapitalforvaltning
Sweden
$788K +$97.2K +2,072 +14%
LIA
245
LS Investment Advisors
Michigan
$760K -$124K -2,632 -14%
MYAM
246
Meiji Yasuda Asset Management
Japan
$750K -$291K -6,200 -28%
FI
247
FormulaFolio Investments
Michigan
$741K -$28K -597 -4%
Holocene Advisors
248
Holocene Advisors
New York
$721K +$721K +15,366 New
CCM
249
Cribstone Capital Management
Maine
$681K -$8.45K -179 -1%
GC
250
Gratus Capital
Georgia
$680K – – –
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10
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