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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 %
JCM
251
Jacobi Capital Management
Pennsylvania
$680K +$32.6K +680 +5%
KBC Group
252
KBC Group
Belgium
$669K -$125K -2,660 -16%
KC
253
Kepos Capital
New York
$666K – – –
GC
254
Globeflex Capital
California
$658K -$62.7K -1,334 -9%
MCM
255
Murphy Capital Management
New Jersey
$657K -$7.04K -150 -1%
V
256
Veritable
Delaware
$656K +$67.9K +1,447 +12%
RCM
257
Riverhead Capital Management
Delaware
$653K +$68.3K +1,454 +12%
NAM
258
Nissay Asset Management
Japan
$651K +$651K +13,845 New
Nomura Holdings
259
Nomura Holdings
Japan
$647K +$647K +13,778 New
WB
260
WesBanco Bank
West Virginia
$627K +$2.35K +50 +0.4%
MML Investors Services
261
MML Investors Services
Massachusetts
$626K +$16.4K +348 +3%
QC
262
Quadrature Capital
United Kingdom
$625K +$625K +13,307 New
WJA
263
Williams Jones & Associates
New York
$620K – – –
SCM
264
Shelton Capital Management
Colorado
$609K – – –
TAM
265
Tyers Asset Management
Texas
$593K +$62.4K +1,328 +12%
US Bancorp
266
US Bancorp
Minnesota
$592K +$320K +6,829 +118%
WA
267
Wheatland Advisors
Pennsylvania
$573K – – –
Cambridge Investment Research Advisors
268
Cambridge Investment Research Advisors
Iowa
$551K +$112K +2,380 +25%
FA
269
FDx Advisors
Illinois
$548K – – –
SFM
270
Soros Fund Management
New York
$540K +$540K +11,500 New
WAM
271
World Asset Management
Michigan
$532K -$31.1K -663 -6%
HF
272
HRT Financial
New York
$528K +$528K +11,249 New
FIM
273
Foresters Investment Management
New York
$519K +$139K +2,959 +37%
SMDAM
274
Sumitomo Mitsui DS Asset Management
Japan
$513K -$90.4K -1,929 -15%
JT
275
Jump Trading
Illinois
$501K +$501K +10,679 New
9 10
11
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