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UGI
UGI

Overview Fund Activity

467 hedge funds and large institutions have $7.73B invested in UGI in 2018 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 162 increasing their positions, 138 reducing their positions, and 36 closing their positions.

Holders
467
Holders Change
+19
Holders Change %
+4.24%
% of All Funds
10.69%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
58
Increased
162
Reduced
138
Closed
36
Calls
$2.84M
Puts
$3.55M
Net Calls
-$718K
Net Calls Change
-$3.73M

Top Buyers

1
AL
1
AJO LP
Pennsylvania
$151M
2
DZ Bank
2
DZ Bank
Germany
$48.9M
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$37.7M
4
Man Group
4
Man Group
United Kingdom
$69M
5
HAI
5
Hennessy Advisors Inc
California
$42.2M

Top Sellers

1
CBOA
1
Commonwealth Bank of Australia
Australia
$76.2M
2
First Eagle Investment Management
2
First Eagle Investment Management
New York
$325M
3
Millennium Management
3
Millennium Management
New York
$11.5M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$84.6M
5
Prudential Financial
5
Prudential Financial
New Jersey
$118M
Name Market Value Shares Shares
Change 		Shares
Change %
AA
276
ALPS Advisors
Colorado
$636K 11,463 +11,463 New
DIM
277
DC Investments Management
Virginia
$624K 11,246 -580 -5%
PCM
278
Penserra Capital Management
California
$617K 11,132 +1,573 +16%
OI
279
Oakbrook Investments
Illinois
$611K 11,006 +2,900 +36%
CAPTRUST Financial Advisors
280
CAPTRUST Financial Advisors
North Carolina
$607K 10,891 -436 -4%
JIP
281
Jaffetilchin Investment Partners
Florida
$604K 10,889 +128 +1%
SMDAM
282
Sumitomo Mitsui DS Asset Management
Japan
$593K 10,703 – –
FIM
283
Freedom Investment Management
Connecticut
$584K 10,785 +222 +2%
WG
284
Winton Group
United Kingdom
$542K 9,778 -198,520 -95%
TU
285
TDAM USA
Ontario, Canada
$542K 9,917 -4,000 -29%
WAM
286
World Asset Management
Michigan
$542K 9,772 +134 +1%
SCA
287
Sage Capital Advisors
South Dakota
$541K 9,743 – –
HSA
288
HBK Sorce Advisory
Pennsylvania
$533K 9,613 -107 -1%
CTA
289
Chesley Taft & Associates
Illinois
$533K 9,600 – –
Calamos Advisors
290
Calamos Advisors
Illinois
$524K 9,440 +9,440 New
BDS
291
Banco de Sabadell
Florida
$522K 9,468 – –
BNP Paribas Asset Management
292
BNP Paribas Asset Management
France
$519K 9,353 +9,353 New
ONB
293
Old National Bancorp
Indiana
$513K 9,244 -40 -0.4%
6M
294
6 Meridian
Kansas
$511K 9,217 -965 -9%
PP
295
Paloma Partners
Connecticut
$499K 8,990 -6,446 -42%
CNB
296
Camden National Bank
Maine
$471K 8,500 – –
AB
297
AT Bancorp
Iowa
$465K 8,381 +56 +0.7%
QI
298
QS Investors
New York
$444K 8,010 – –
Citadel Advisors
299
Citadel Advisors
Florida
$439K 7,912 -6,710 -46%
EWM
300
Evercore Wealth Management
New York
$439K 7,920 -95 -1%
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