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UGI
UGI

Overview Fund Activity

487 hedge funds and large institutions have $7.77B invested in UGI in 2019 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 168 increasing their positions, 162 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
487
Holders Change
+8
Holders Change %
+1.67%
% of All Funds
10.56%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
53
Increased
168
Reduced
162
Closed
43
Calls
$20.5M
Puts
$926K
Net Calls
+$19.6M
Net Calls Change
+$10.9M

Top Buyers

1
CBOA
Commonwealth Bank of Australia
Australia
$151M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$84M
3
APG Asset Management
APG Asset Management
Netherlands
$150M
4
AQR Capital Management
AQR Capital Management
Connecticut
$124M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$42.5M

Top Sellers

1
AL
AJO LP
Pennsylvania
$61.3M
2
Man Group
Man Group
United Kingdom
$31.1M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$7.43M
4
EIP
Energy Income Partners
Connecticut
$60.6M
5
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
276
Wheatland Advisors
Pennsylvania
$637K – – –
AG
277
AlphaSimPlex Group
Massachusetts
$635K +$635K +11,452 New
Cambridge Investment Research Advisors
278
Cambridge Investment Research Advisors
Iowa
$631K -$3.32K -60 -0.5%
GCA
279
Gideon Capital Advisors
New York
$625K +$625K +11,275 New
Verition Fund Management
280
Verition Fund Management
Connecticut
$619K +$245K +4,418 +65%
FCBT
281
First Citizens Bank & Trust
North Carolina
$604K +$164K +2,962 +37%
WB
282
WesBanco Bank
West Virginia
$600K -$6.92K -125 -1%
SMDAM
283
Sumitomo Mitsui DS Asset Management
Japan
$593K – – –
WAM
284
World Asset Management
Michigan
$584K +$73.7K +1,328 +14%
MWNA
285
Marshall Wace North America
New York
$584K +$544K +9,817 +1,375%
CIC
286
Carnegie Investment Counsel
Ohio
$582K – – –
MCM
287
Murphy Capital Management
New Jersey
$562K -$95.5K -1,725 -15%
US Bancorp
288
US Bancorp
Minnesota
$560K +$68.7K +1,239 +14%
II
289
IFM Investors
Australia
$560K +$95.5K +1,725 +21%
CSS
290
Cubist Systematic Strategies
Connecticut
$549K -$943K -17,010 -63%
CAPTRUST Financial Advisors
291
CAPTRUST Financial Advisors
North Carolina
$537K -$64.7K -1,163 -11%
FIM
292
Freedom Investment Management
Connecticut
$533K -$51K -920 -9%
CTA
293
Chesley Taft & Associates
Illinois
$532K – – –
PAM
294
Panagora Asset Management
Massachusetts
$531K -$709K -12,799 -57%
HSA
295
HBK Sorce Advisory
Pennsylvania
$529K +$3.27K +59 +0.6%
OI
296
Oakbrook Investments
Illinois
$526K – – –
QCM
297
Quantinno Capital Management
New York
$514K +$112K +2,021 +28%
OSIA
298
O'Shares Investment Advisers
Massachusetts
$503K -$58K -1,046 -10%
MYAM
299
Meiji Yasuda Asset Management
Japan
$502K -$166K -3,000 -25%
SP
300
Symmetry Partners
Connecticut
$492K +$296K +5,346 +151%
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