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UGI
UGI

Overview Fund Activity

328 hedge funds and large institutions have $4.64B invested in UGI in 2014 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 107 increasing their positions, 107 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
+21
Holders Change %
+6.84%
% of All Funds
9.43%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
47
Increased
107
Reduced
107
Closed
24
Calls
$42.3M
Puts
$922K
Net Calls
+$41.3M
Net Calls Change
-$8.14M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$93.2M
2
AL
2
AJO LP
Pennsylvania
$24M
3
BFA
3
BlackRock Fund Advisors
California
$174M
4
PAM
4
Panagora Asset Management
Massachusetts
$23M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$637M

Top Sellers

1
FPP
1
Findlay Park Partners
United Kingdom
$21.6M
2
BA
2
BlackRock Advisors
Delaware
$54.7M
3
IG
3
ING Group
Netherlands
$0
4
First Trust Advisors
4
First Trust Advisors
Illinois
$17.8M
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$13.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CP
301
Corbenic Partners
Pennsylvania
$32K – – –
Northwestern Mutual Wealth Management
302
Northwestern Mutual Wealth Management
Wisconsin
$32K +$32K +936 New
HI
303
Hudock Inc
Pennsylvania
$30K – – –
SSG
304
Summit Securities Group
New York
$25K +$25K +750 New
LFR
305
Lehman Financial Resources
Pennsylvania
$20K – – –
FNBT
306
FineMark National Bank & Trust
Florida
$15K – – –
EFSCE
307
Enterprise Financial Services Corp (EFSC)
Missouri
$14K – – –
PCM
308
Prelude Capital Management
New York
$13K -$614K -17,712 -98%
GAM
309
Gemmer Asset Management
California
$13K – – –
CFN
310
Cordasco Financial Network
Florida
$11K – – –
SF
311
Synovus Financial
Georgia
$11K – – –
FANJ
312
Financial Architects (New Jersey)
New Jersey
$10K +$10K +300 New
PAS
313
Partnervest Advisory Services
California
$9K – – –
MFBTD
314
MB Financial Bank - Trust Department
Illinois
$8K +$8K +225 New
NES
315
New England Securities
New York
$6K -$400 -11 -6%
PMFA
316
Plante Moran Financial Advisors
Michigan
$5K – – –
PIA
317
Piedmont Investment Advisors
North Carolina
$4.75K +$4.75K +141 New
SNT
318
Security National Trust
West Virginia
$4K – – –
FMII
319
Farmers & Merchants Investments Inc
Nebraska
$4K – – –
WEC
320
Winslow Evans & Crocker
Massachusetts
$2.73K – – –
TWA
321
TCI Wealth Advisors
Arizona
$2K – – –
CAW
322
Cornerstone Advisors (Washington)
Washington
$1K – – –
HCC
323
Hirtle Callaghan & Co
Pennsylvania
$1K – – –
CG
324
Colony Group
Massachusetts
$1K +$1K +15 New
S
325
SignatureFD
Georgia
$1K +$1K +24 New
10 11 12
13
14