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UGI
UGI

Overview Fund Activity

307 hedge funds and large institutions have $4.16B invested in UGI in 2014 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 106 increasing their positions, 116 reducing their positions, and 24 closing their positions.

Holders
307
Holders Change
+4
Holders Change %
+1.32%
% of All Funds
8.87%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
32
Increased
106
Reduced
116
Closed
24
Calls
$50M
Puts
$501K
Net Calls
+$49.5M
Net Calls Change
-$6.54M

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$212M
2
UBS AM
2
UBS AM
Illinois
$54.6M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$151M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$36.4M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$91.8M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$78.2M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$361M
3
WA
3
Wasatch Advisors
Utah
$0
4
IG
4
ING Group
Netherlands
$24.1M
5
FPP
5
Findlay Park Partners
United Kingdom
$71.1M
Name Market Value Shares Shares
Change 		Shares
Change %
CFB
251
Cullen/Frost Bankers
Texas
$232K 5,084 +84 +2%
MCC
252
Mid Continent Capital
Illinois
$228K 5,000 – –
PFP
253
Pinnacle Financial Partners
Tennessee
$224K 4,920 +4,920 New
RIL
254
Rothschild Investment LLC
Illinois
$223K 4,900 – –
GG
255
Gofen & Glossberg
Illinois
$215K 4,800 +4,800 New
PSI
256
Pinnacle Summer Investments
Virginia
$209K 4,470 – –
PI
257
Placemark Investments
Illinois
$206K 4,523 +4,523 New
DBT
258
Dubuque Bank & Trust
Iowa
$202K 4,435 -1,380 -24%
EIM
259
Emerson Investment Management
Massachusetts
$202K 4,425 +4,425 New
Axa
260
Axa
France
$201K 4,400 -1,200 -21%
Teacher Retirement System of Texas
261
Teacher Retirement System of Texas
Texas
$191K 4,191 -68 -2%
CTC
262
Central Trust Company
Missouri
$162K 3,550 – –
HFM
263
Hartford Financial Management
Connecticut
$129K 2,832 – –
LTFS
264
Ladenburg Thalmann Financial Services
Florida
$109K 2,397 -2,379 -50%
MFS
265
MSI Financial Services
Massachusetts
$101K 2,212 +2,100 +1,875%
PMAM
266
Picton Mahoney Asset Management
Ontario, Canada
$82K 1,800 – –
WA
267
Waverly Advisors
Alabama
$82K 1,800 +1,800 New
1IC
268
1919 Investment Counsel
Maryland
$78K 1,700 – –
VIA
269
Vantage Investment Advisors
Pennsylvania
$67K 1,471 – –
WRM
270
Westport Resources Management
Connecticut
$66K 1,445 – –
PSUF
271
People's United Financial
Connecticut
$64K 1,400 – –
Creative Planning
272
Creative Planning
Kansas
$60K 1,310 +238 +22%
IMS
273
Index Management Solutions
Pennsylvania
$54K 1,191 +747 +168%
KTC
274
Kistler-Tiffany Companies
Pennsylvania
$50K 1,086 – –
BAM
275
Brave Asset Management
New Jersey
$46K 1,000 – –
9 10
11
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