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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 %
SEC
326
Seven Eight Capital
New York
$283K -$286K -6,100 -50%
DADC
327
D.A. Davidson & Co
Montana
$278K +$278K +5,922 New
CIBC Asset Management
328
CIBC Asset Management
Ontario, Canada
$275K – – –
KI
329
Koch Industries
Kansas
$273K +$273K +5,814 New
IA
330
IFP Advisors
Florida
$271K +$3.15K +67 +1%
OMCS
331
Old Mutual Customised Solutions
South Africa
$258K – – –
FIM
332
Freedom Investment Management
Connecticut
$258K +$3.33K +71 +1%
UF
333
Univest Financial
Pennsylvania
$254K – – –
PCM
334
Penserra Capital Management
California
$253K +$48.1K +1,024 +23%
FNT
335
First National Trust
Pennsylvania
$252K -$62.6K -1,334 -20%
SCM
336
Stellar Capital Management
Arizona
$252K – – –
AIM
337
Acropolis Investment Management
Missouri
$248K +$248K +5,276 New
ARTA
338
A.R.T. Advisors
New York
$248K +$248K +5,300 New
HTC
339
Haverford Trust Company
Pennsylvania
$244K +$11.7K +250 +5%
GL
340
GLG LLC
New York
$238K – – –
MA
341
MUFG Americas
New York
$236K -$750 -16 -0.3%
SFA
342
Sequoia Financial Advisors
Ohio
$232K – – –
HCM
343
Harvest Capital Management
New Hampshire
$231K – – –
Daiwa Securities Group
344
Daiwa Securities Group
Japan
$230K – – –
TTWM
345
TCV Trust & Wealth Management
Virginia
$230K – – –
UC
346
Unio Capital
New Jersey
$216K +$216K +4,600 New
CIBC World Market
347
CIBC World Market
Ontario, Canada
$211K -$193K -4,114 -48%
BAM
348
Belpointe Asset Management
Nevada
$211K -$2.44K -52 -1%
BMC
349
Beaton Management Company
Massachusetts
$211K – – –
MIH
350
Madison Investment Holdings
Wisconsin
$211K – – –
12 13
14
15 16