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UGI
UGI

Overview Fund Activity

307 hedge funds and large institutions have $4.16B invested in UGI in 2014 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 106 increasing their positions, 116 reducing their positions, and 24 closing their positions.

Holders
307
Holders Change
+4
Holders Change %
+1.32%
% of All Funds
8.87%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
32
Increased
106
Reduced
116
Closed
24
Calls
$50M
Puts
$501K
Net Calls
+$49.5M
Net Calls Change
-$6.54M

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$212M
2
UBS AM
2
UBS AM
Illinois
$54.6M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$151M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$36.4M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$91.8M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$78.2M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$361M
3
WA
3
Wasatch Advisors
Utah
$0
4
IG
4
ING Group
Netherlands
$24.1M
5
FPP
5
Findlay Park Partners
United Kingdom
$71.1M
Name Market Value Shares Shares
Change 		Shares
Change %
TWA
301
TCI Wealth Advisors
Arizona
$2K 34 – –
ECM
302
ETrade Capital Management
Virginia
$2K 50 +50 New
CAW
303
Cornerstone Advisors (Washington)
Washington
$1K 19 – –
HCC
304
Hirtle Callaghan & Co
Pennsylvania
$1K 16 +16 New
ACS
305
Archford Capital Strategies
Illinois
$639 14 +14 New
WA
306
Wasatch Advisors
Utah
– – -406,859 Closed
Millennium Management
307
Millennium Management
New York
– – -65,326 Closed
DIA
308
Denver Investment Advisors
Colorado
– – -29,173 Closed
Capital Fund Management (CFM)
309
Capital Fund Management (CFM)
France
– – -24,360 Closed
VAM
310
Visium Asset Management
New York
– – -20,920 Closed
SCA
311
Stillwater Capital Advisors
Pennsylvania
– – -20,040 Closed
EMG
312
Ellington Management Group
Connecticut
– – -18,700 Closed
NAM
313
NorthCoast Asset Management
Connecticut
– – -13,387 Closed
B
314
Barings
North Carolina
– – -12,188 Closed
MC
315
Menta Capital
California
– – -9,700 Closed
AL
316
Airain Ltd
Guernsey
– – -8,803 Closed
D.E. Shaw & Co
317
D.E. Shaw & Co
New York
– – -8,780 Closed
WMSA
318
Weiss Multi-Strategy Advisers
New York
– – -7,830 Closed
BBA
319
BLB&B Advisors
Pennsylvania
– – -7,822 Closed
ZDA
320
Zweig-DiMenna Associates
New York
– – -6,100 Closed
SCM
321
Stellar Capital Management
Arizona
– – -4,006 Closed
ST
322
Spot Trading
Illinois
– – -3,189 Closed
WCM
323
Windsor Capital Management
Arizona
– – -3,168 Closed
Fuller & Thaler Asset Management
324
Fuller & Thaler Asset Management
California
– – -2,000 Closed
TC
325
TradeLink Capital
Illinois
– – -1,700 Closed
10 11 12
13
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