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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.

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

Top Sellers

1
First Eagle Investment Management
First Eagle Investment Management
New York
$181M
2
CBOA
Commonwealth Bank of Australia
Australia
$34.2M
3
EIP
Energy Income Partners
Connecticut
$83.4M
4
Wells Fargo
Wells Fargo
California
$56.1M
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIAN
251
Mariner Independent Advisor Network
Kansas
$778K +$778K +14,380 New
GC
252
Gratus Capital
Georgia
$772K – – –
KBC Group
253
KBC Group
Belgium
$760K – – –
LIA
254
LS Investment Advisors
Michigan
$755K -$53.3K -998 -7%
LWCFA
255
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$747K +$747K +14,000 New
PAG
256
Private Advisor Group
New Jersey
$745K +$40.7K +763 +6%
WIS
257
Wright Investors Service
Connecticut
$735K +$44.1K +826 +6%
V
258
Veritable
Delaware
$728K -$7.85K -147 -1%
BEAM
259
Baker Ellis Asset Management
Washington
$722K -$322K -6,040 -31%
BA
260
Boston Advisors
Massachusetts
$712K -$26.6K -499 -4%
WJA
261
Williams Jones & Associates
New York
$704K – – –
LCM
262
Laurion Capital Management
New York
$691K +$691K +12,958 New
William Blair Investment Management
263
William Blair Investment Management
Illinois
$665K +$665K +12,467 New
Creative Planning
264
Creative Planning
Kansas
$654K +$11.2K +209 +2%
MYAM
265
Meiji Yasuda Asset Management
Japan
$644K -$710K -13,300 -52%
VI
266
Versor Investments
New York
$640K +$640K +12,000 New
MCM
267
Murphy Capital Management
New Jersey
$633K +$4K +75 +0.6%
DIM
268
DC Investments Management
Virginia
$632K +$31.8K +596 +5%
CCM
269
Channing Capital Management
Illinois
$625K – – –
SCM
270
Stevens Capital Management
Pennsylvania
$617K -$820K -15,363 -57%
WA
271
Wheatland Advisors
Pennsylvania
$614K -$16K -300 -3%
Cambridge Investment Research Advisors
272
Cambridge Investment Research Advisors
Iowa
$611K -$157K -2,946 -20%
LTFS
273
Ladenburg Thalmann Financial Services
Florida
$598K +$212K +3,958 +55%
WB
274
WesBanco Bank
West Virginia
$585K -$53.4K -1,000 -8%
CAPTRUST Financial Advisors
275
CAPTRUST Financial Advisors
North Carolina
$580K -$4.18K -78 -0.7%
9 10
11
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