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UGI
UGI

Overview Fund Activity

427 hedge funds and large institutions have $6.21B invested in UGI in 2016 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 151 increasing their positions, 122 reducing their positions, and 28 closing their positions.

Holders
427
Holders Change
+51
Holders Change %
+13.56%
% of All Funds
11.41%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
82
Increased
151
Reduced
122
Closed
28
Calls
$5.45M
Puts
$2.61M
Net Calls
+$2.84M
Net Calls Change
-$17.1M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$781M
2
EA
2
Emerald Acquisition
Washington
$29.4M
3
WCM
3
Wedge Capital Management
North Carolina
$104M
4
Invesco
4
Invesco
Georgia
$70.9M
5
State Street
5
State Street
Massachusetts
$407M

Top Sellers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$133M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$827M
3
Nordea Investment Management
3
Nordea Investment Management
Sweden
$167K
4
Renaissance Technologies
4
Renaissance Technologies
New York
$77.6M
5
CBOA
5
Commonwealth Bank of Australia
Australia
$102M
Name Market Value Shares Shares
Change 		Shares
Change %
RC
276
RegentAtlantic Capital
New Jersey
$464K 10,252 +453 +5%
SM
277
Sciencast Management
New Jersey
$462K 10,200 +4,800 +89%
WAM
278
World Asset Management
Michigan
$435K 9,623 +98 +1%
RCAMU
279
Rothschild & Co Asset Management US
Connecticut
$425K 9,399 +1,505 +19%
Tudor Investment Corp
280
Tudor Investment Corp
Connecticut
$425K 9,390 +3,918 +72%
DA
281
Denali Advisors
California
$416K 9,200 – –
FNT
282
First National Trust
Pennsylvania
$414K 9,145 -400 -4%
RFC
283
Regions Financial Corp
Alabama
$410K 9,061 – –
BFO
284
Boston Family Office
Massachusetts
$400K 8,850 – –
OI
285
Oakbrook Investments
Illinois
$400K 8,846 +1,100 +14%
WBC
286
Westpac Banking Corp
Australia
$377K 8,327 +8,327 New
JIP
287
Jaffetilchin Investment Partners
Florida
$367K 8,111 +8,111 New
PGFC
288
Peapack-Gladstone Financial Corp
New Jersey
$365K 8,074 -950 -11%
MA
289
MUFG Americas
New York
$360K 7,959 -11,099 -58%
LA
290
Lucus Advisors
New York
$349K 7,717 -5,153 -40%
CCFCSB
291
Cape Cod Five Cents Savings Bank
Massachusetts
$347K 7,671 – –
CFB
292
Cullen/Frost Bankers
Texas
$339K 7,500 – –
GWCM
293
Godshalk Welsh Capital Management
Pennsylvania
$334K 7,375 -1,550 -17%
ST
294
Sabal Trust
Florida
$333K 7,350 – –
GCA
295
Gideon Capital Advisors
New York
$332K 7,334 +7,334 New
GI
296
GAMCO Investors
Connecticut
$318K 7,033 -26,002 -79%
ASN
297
Advisory Services Network
Georgia
$316K 6,987 +75 +1%
CSS
298
Cubist Systematic Strategies
Connecticut
$305K 6,730 -15,853 -70%
MYLI
299
Meiji Yasuda Life Insurance
Japan
$305K 6,740 +6,740 New
LTFS
300
Ladenburg Thalmann Financial Services
Florida
$301K 6,672 +1,021 +18%
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