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UGI
UGI

Overview Fund Activity

487 hedge funds and large institutions have $7.77B invested in UGI in 2019 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 168 increasing their positions, 162 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
487
Holders Change
+8
Holders Change %
+1.67%
% of All Funds
10.56%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
53
Increased
168
Reduced
162
Closed
43
Calls
$20.5M
Puts
$926K
Net Calls
+$19.6M
Net Calls Change
+$10.9M

Top Buyers

1
CBOA
Commonwealth Bank of Australia
Australia
$151M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$84M
3
APG Asset Management
APG Asset Management
Netherlands
$150M
4
AQR Capital Management
AQR Capital Management
Connecticut
$124M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$42.5M

Top Sellers

1
AL
AJO LP
Pennsylvania
$61.3M
2
Man Group
Man Group
United Kingdom
$31.1M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$7.43M
4
EIP
Energy Income Partners
Connecticut
$60.6M
5
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAMU
226
AEGON Asset Management (UK)
United Kingdom
$1.29M – – –
LPL Financial
227
LPL Financial
California
$1.28M -$86.3K -1,557 -6%
SAM
228
Shell Asset Management
Netherlands
$1.25M -$1.24M -22,403 -50%
Nuveen Asset Management
229
Nuveen Asset Management
Illinois
$1.21M +$1.21M +21,893 New
Mitsubishi UFJ Asset Management
230
Mitsubishi UFJ Asset Management
Japan
$1.21M +$76.8K +1,387 +7%
Skandinaviska Enskilda Banken (SEB)
231
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.18M -$24.7M -445,069 -95%
SAM
232
Securian Asset Management
Minnesota
$1.17M -$5.54K -100 -0.5%
SRAM
233
Stone Ridge Asset Management
New York
$1.17M -$1.95M -35,200 -63%
CI
234
Cigna Investments
Connecticut
$1.14M -$457K -8,241 -29%
AG
235
Advisor Group
Arizona
$1.1M -$42.1K -760 -4%
SOADOR
236
State of Alaska Department of Revenue
Alaska
$1.09M +$69.8K +1,260 +7%
KAS
237
Kemnay Advisory Services
New York
$1.03M +$1.03M +18,587 New
MYLI
238
Meiji Yasuda Life Insurance
Japan
$1.02M -$389K -7,021 -28%
GPA
239
Garrison Point Advisors
California
$1.01M +$48.2K +870 +5%
QT
240
Quantbot Technologies
New York
$1M +$1M +18,079 New
JCM
241
Jacobi Capital Management
Pennsylvania
$987K -$38K -685 -4%
QI
242
QS Investors
New York
$987K +$544K +9,818 +123%
CIBC World Market
243
CIBC World Market
Ontario, Canada
$981K +$18.9K +341 +2%
NAM
244
Nissay Asset Management
Japan
$967K +$38.4K +692 +4%
CCM
245
Cribstone Capital Management
Maine
$960K +$17.1K +308 +2%
SM
246
Sciencast Management
New Jersey
$948K +$948K +17,800 New
CCM
247
Coldstream Capital Management
Washington
$935K +$935K +16,867 New
GWM
248
Geneos Wealth Management
Colorado
$923K – – –
KCM
249
Kendall Capital Management
Maryland
$896K -$57.6K -1,040 -6%
Franklin Resources
250
Franklin Resources
California
$879K -$45.7K -825 -5%
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