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UGI
UGI

Overview Fund Activity

479 hedge funds and large institutions have $7.47B invested in UGI in 2018 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 168 increasing their positions, 141 reducing their positions, and 50 closing their positions.

Holders
479
Holders Change
+12
Holders Change %
+2.57%
% of All Funds
10.69%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
66
Increased
168
Reduced
141
Closed
50
Calls
$9.44M
Puts
$827K
Net Calls
+$8.61M
Net Calls Change
+$9.33M

Top Buyers

1
APG Asset Management
1
APG Asset Management
Netherlands
$119M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.02B
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$55.2M
4
Invesco
4
Invesco
Georgia
$66.4M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$33M

Top Sellers

1
First Eagle Investment Management
1
First Eagle Investment Management
New York
$181M
2
CBOA
2
Commonwealth Bank of Australia
Australia
$34.2M
3
EIP
3
Energy Income Partners
Connecticut
$83.4M
4
Wells Fargo
4
Wells Fargo
California
$56.1M
5
Diamond Hill Capital Management
5
Diamond Hill Capital Management
Ohio
$102M
Name Market Value Shares Shares
Change 		Shares
Change %
PAM
226
Panagora Asset Management
Massachusetts
$1.19M 22,384 – –
Stifel Financial
227
Stifel Financial
Missouri
$1.18M 22,030 -3,102 -12%
EP
228
Elkfork Partners
Oregon
$1.18M 22,110 +704 +3%
SAM
229
Securian Asset Management
Minnesota
$1.13M 21,189 -100 -0.5%
AG
230
Advisor Group
Arizona
$1.1M 20,610 +1,709 +9%
Mitsubishi UFJ Asset Management
231
Mitsubishi UFJ Asset Management
Japan
$1.08M 20,365 -905 -4%
JG
232
Jefferies Group
New York
$1.08M 20,213 +20,213 New
JIR
233
James Investment Research
Ohio
$1.02M 19,200 +19,200 New
JCM
234
Jacobi Capital Management
Pennsylvania
$986K 18,491 +3,394 +22%
SOADOR
235
State of Alaska Department of Revenue
Alaska
$978K 18,349 +357 +2%
BNP Paribas Asset Management
236
BNP Paribas Asset Management
France
$960K 18,297 +8,944 +96%
RCM
237
Riverhead Capital Management
Delaware
$944K 17,701 +500 +3%
SO
238
STRS Ohio
Ohio
$926K 17,375 -928 -5%
CIBC World Market
239
CIBC World Market
Ontario, Canada
$926K 17,364 +17,364 New
GPA
240
Garrison Point Advisors
California
$922K 17,290 +17,290 New
KCM
241
Kendall Capital Management
Maryland
$918K 17,205 +75 +0.4%
CCM
242
Cribstone Capital Management
Maine
$907K 17,006 +1,230 +8%
NAM
243
Nissay Asset Management
Japan
$894K 16,754 +603 +4%
GH
244
GAM Holding
Switzerland
$893K 16,738 -21,619 -56%
Franklin Resources
245
Franklin Resources
California
$890K 16,681 +16,681 New
GWM
246
Geneos Wealth Management
Colorado
$874K 16,668 – –
TAM
247
Tyers Asset Management
Texas
$858K 16,080 +512 +3%
WG
248
Winton Group
United Kingdom
$858K 16,082 +6,304 +64%
DILIC
249
Dai-ichi Life Insurance Company
Japan
$783K 14,682 -38,000 -72%
KTA
250
Keeley-Teton Advisors
Illinois
$783K 14,671 -417 -3%
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10
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