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UGI
UGI

Overview Fund Activity

303 hedge funds and large institutions have $3.68B invested in UGI in 2013 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 97 increasing their positions, 99 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
+5
Holders Change %
+1.68%
% of All Funds
8.8%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
38
Increased
97
Reduced
99
Closed
31
Calls
$57.1M
Puts
$1.07M
Net Calls
+$56M
Net Calls Change
-$8.67M

Top Buyers

1
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$21.9M
2
BA
BlackRock Advisors
Delaware
$70.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
$359M
4
IG
ING Group
Netherlands
$35.6M
5
IA
Icon Advisers
Colorado
$9.44M

Top Sellers

1
State Street
State Street
Massachusetts
$261M
2
First Trust Advisors
First Trust Advisors
Illinois
$10.3M
3
Ameriprise
Ameriprise
Minnesota
$25.1M
4
Deutsche Bank
Deutsche Bank
Germany
$102M
5
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$2.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
276
Tower Research Capital (TRC)
New York
$37K +$36.7K +1,320 +11,000%
Schroder Investment Management Group
277
Schroder Investment Management Group
United Kingdom
$33.2K -$1.62M -58,650 -98%
WCBA
278
Weaver C. Barksdale & Associates
Tennessee
$30K – – –
CP
279
Corbenic Partners
Pennsylvania
$27K – – –
HI
280
Hudock Inc
Pennsylvania
$25K – – –
IMS
281
Index Management Solutions
Pennsylvania
$18K +$3.08K +114 +21%
LFR
282
Lehman Financial Resources
Pennsylvania
$17K – – –
LIA
283
LS Investment Advisors
Michigan
$17K – – –
FNBT
284
FineMark National Bank & Trust
Florida
$12K – – –
GCT
285
Galaxy Capital Trading
British Virgin Islands
$12K +$12K +450 New
EFSCE
286
Enterprise Financial Services Corp (EFSC)
Missouri
$11K – – –
RNS
287
Robert N. Shapiro
$10K -$19.6K -675 -66%
SF
288
Synovus Financial
Georgia
$10K – – –
Parallax Volatility Advisers
289
Parallax Volatility Advisers
California
$9K -$5.24K -181 -37%
CFN
290
Cordasco Financial Network
Florida
$9K +$9K +329 New
PAS
291
Partnervest Advisory Services
California
$8K – – –
Manulife (Manufacturers Life Insurance)
292
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7K +$965 +34,928 +16%
MFS
293
MSI Financial Services
Massachusetts
$5K +$119 +4 +2%
PMFA
294
Plante Moran Financial Advisors
Michigan
$4K – – –
FMII
295
Farmers & Merchants Investments Inc
Nebraska
$3K – – –
NES
296
New England Securities
New York
$3K – – –
SNT
297
Security National Trust
West Virginia
$3K – – –
WEC
298
Winslow Evans & Crocker
Massachusetts
$2K +$2K +81 New
PIA
299
Piedmont Investment Advisors
North Carolina
$1.82K – – –
DIA
300
Denver Investment Advisors
Colorado
$1.21K -$2 -67 -0.2%
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