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UGI
UGI

Overview Fund Activity

451 hedge funds and large institutions have $6.33B invested in UGI in 2017 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 138 increasing their positions, 151 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
+37
Holders Change %
+8.94%
% of All Funds
10.24%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
67
Increased
138
Reduced
151
Closed
29
Calls
$17.9M
Puts
$216K
Net Calls
+$17.7M
Net Calls Change
+$5.31M

Top Buyers

1
CBOA
1
Commonwealth Bank of Australia
Australia
$162M
2
APG Asset Management
2
APG Asset Management
Netherlands
$102M
3
BlackRock
3
BlackRock
New York
$780M
4
RP
4
Reinhart Partners
Wisconsin
$20.7M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$19.9M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$65.8M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$142M
3
NFA
3
Nationwide Fund Advisors
Ohio
$0
4
First Trust Advisors
4
First Trust Advisors
Illinois
$34.6M
5
JIM
5
Jupiter Investment Management
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RC
301
RegentAtlantic Capital
New Jersey
$369K +$47 +1 +0%
BFO
302
Boston Family Office
Massachusetts
$366K -$49.3K -1,050 -12%
DCM
303
Dynamic Capital Management
Jersey
$366K +$366K +7,790 New
SL
304
Signition LP
New York
$358K +$358K +7,615 New
PAG
305
Private Advisor Group
New Jersey
$354K -$293K -6,127 -45%
CFB
306
Cullen/Frost Bankers
Texas
$352K – – –
LTFS
307
Ladenburg Thalmann Financial Services
Florida
$348K +$93.8K +1,997 +37%
OI
308
Oakbrook Investments
Illinois
$345K -$9.38K -200 -3%
ST
309
Sabal Trust
Florida
$338K – – –
ISL
310
Ingalls & Snyder LLC
New York
$337K -$106K -2,250 -24%
PM
311
Parametrica Management
Hong Kong
$337K +$337K +7,174 New
FCBT
312
First Citizens Bank & Trust
North Carolina
$335K -$87.6K -1,867 -21%
MGIA
313
Moneta Group Investment Advisors
Missouri
$324K – – –
GLA
314
Great Lakes Advisors
Illinois
$322K -$29.6K -632 -8%
Skandinaviska Enskilda Banken (SEB)
315
Skandinaviska Enskilda Banken (SEB)
Sweden
$319K -$26.9K -573 -8%
Macquarie Group
316
Macquarie Group
Australia
$315K -$207K -3,544 -40%
QSS
317
Quantitative Systematic Strategies
Florida
$311K +$311K +6,627 New
RWA
318
River Wealth Advisors
Pennsylvania
$307K +$29K +618 +10%
GWCM
319
Godshalk Welsh Capital Management
Pennsylvania
$303K -$35.2K -750 -10%
RFC
320
Regions Financial Corp
Alabama
$299K – – –
CI
321
Cigna Investments
Connecticut
$296K -$18K -382 -6%
CBT
322
Capital Bank & Trust
California
$296K – – –
IUHSA
323
Itau Unibanco Holding S.A.
Brazil
$295K -$33K -703 -10%
NEPWA
324
New England Private Wealth Advisors
Massachusetts
$285K – – –
WSFS
325
Wilmington Savings Fund Society
Delaware
$285K +$11.8K +250 +4%
11 12
13
14 15