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UGI
UGI

Overview Fund Activity

368 hedge funds and large institutions have $5.12B invested in UGI in 2014 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 113 increasing their positions, 124 reducing their positions, and 26 closing their positions.

Holders
368
Holders Change
+37
Holders Change %
+11.18%
% of All Funds
9.82%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
70
Increased
113
Reduced
124
Closed
26
Calls
$33.9M
Puts
$942K
Net Calls
+$33M
Net Calls Change
-$6.38M

Top Buyers

1
ACM
1
Americafirst Capital Management
California
$51.8M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$110M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$532M
4
NA
4
Navellier & Associates
Nevada
$34M
5
Victory Capital Management
5
Victory Capital Management
Texas
$23.3M

Top Sellers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$972K
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$649M
3
Deutsche Bank
3
Deutsche Bank
Germany
$175M
4
RA
4
Royce & Associates
New York
$2.6M
5
EIP
5
Energy Income Partners
Connecticut
$74M
Name Market Value Shares Shares
Change 		Shares
Change %
QAM
326
QCI Asset Management
New York
$51K 1,342 – –
IAS
327
INR Advisory Services
Pennsylvania
$50K 1,311 – –
Parallax Volatility Advisers
328
Parallax Volatility Advisers
California
$48K 1,263 +526 +71%
WRM
329
Westport Resources Management
Connecticut
$47K 1,239 – –
PMAM
330
Picton Mahoney Asset Management
Ontario, Canada
$46K 1,200 – –
CP
331
Corbenic Partners
Pennsylvania
$44K 1,169 +209 +22%
MMG
332
Monetary Management Group
Missouri
$40K 1,050 – –
WCBA
333
Weaver C. Barksdale & Associates
Tennessee
$35K 930 -101 -10%
CFA
334
CT Financial Advisors
Pennsylvania
$34.2K 900 +900 New
HI
335
Hudock Inc
Pennsylvania
$34K 900 – –
GGPS
336
Gary Goldberg Planning Services
New York
$34K 900 – –
BKA
337
Brick & Kyle Associates
Pennsylvania
$34K 903 +903 New
SEC
338
Seven Eight Capital
New York
$32K 833 -667 -44%
First Manhattan
339
First Manhattan
New York
$28K 750 +750 New
Northwestern Mutual Wealth Management
340
Northwestern Mutual Wealth Management
Wisconsin
$25K 650 -100 -13%
LFR
341
Lehman Financial Resources
Pennsylvania
$23K 600 – –
UFA
342
US Financial Advisors
Massachusetts
$22K 571 +571 New
MCM
343
MV Capital Management
Maryland
$20K 523 +523 New
FANJ
344
Financial Architects (New Jersey)
New Jersey
$19K 498 +198 +66%
CPIG
345
Chicago Partners Investment Group
Illinois
$17K 450 +450 New
EFSCE
346
Enterprise Financial Services Corp (EFSC)
Missouri
$16K 412 – –
GAM
347
Gemmer Asset Management
California
$15K 398 +1 +0.3%
CFN
348
Cordasco Financial Network
Florida
$12K 328 – –
SF
349
Synovus Financial
Georgia
$12K 317 +220 +227%
TDC
350
Thompson Davis & Co
Virginia
$11K 295 +295 New
12 13
14
15 16