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UGI
UGI

Overview Fund Activity

448 hedge funds and large institutions have $7.21B invested in UGI in 2018 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 145 increasing their positions, 158 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
Holders Change
+1
Holders Change %
+0.22%
% of All Funds
10.27%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.11%
New
46
Increased
145
Reduced
158
Closed
41
Calls
$6.9M
Puts
$3.89M
Net Calls
+$3.01M
Net Calls Change
-$11.9M

Top Buyers

1
JIM
Jupiter Investment Management
United Kingdom
$60.6M
2
AL
AJO LP
Pennsylvania
$65.3M
3
Man Group
Man Group
United Kingdom
$38.2M
4
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$24.3M
5
Vanguard Group
Vanguard Group
Pennsylvania
$922M

Top Sellers

1
CBOA
Commonwealth Bank of Australia
Australia
$190M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$0
3
Wellington Management Group
Wellington Management Group
Massachusetts
$524M
4
APG Asset Management
APG Asset Management
Netherlands
$34.1M
5
BC
Blackstart Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
326
Cigna Investments
Connecticut
$291K -$36.5K -700 -11%
DA
327
Doliver Advisors
Texas
$291K – – –
OMCS
328
Old Mutual Customised Solutions
South Africa
$286K – – –
FMT
329
First Mercantile Trust
Tennessee
$282K -$344K -6,595 -55%
TSS
330
Two Sigma Securities
New York
$282K +$282K +5,407 New
UF
331
Univest Financial
Pennsylvania
$281K – – –
SCM
332
Stellar Capital Management
Arizona
$279K – – –
HIMCH
333
Hartford Investment Management Co (HIMCO)
Connecticut
$279K +$279K +5,352 New
II
334
IFM Investors
Australia
$263K +$263K +5,053 New
UCFA
335
United Capital Financial Advisors
Texas
$259K +$259K +4,975 New
HTC
336
Haverford Trust Company
Pennsylvania
$258K – – –
GWCM
337
Godshalk Welsh Capital Management
Pennsylvania
$258K – – –
FRM
338
Fox Run Management
Connecticut
$257K +$257K +4,943 New
PAG
339
Private Advisor Group
New Jersey
$256K -$76.1K -1,441 -23%
SFA
340
Sequoia Financial Advisors
Ohio
$256K -$1.3K -25 -0.5%
HCM
341
Harvest Capital Management
New Hampshire
$256K – – –
TTWM
342
TCV Trust & Wealth Management
Virginia
$255K – – –
BMC
343
Beaton Management Company
Massachusetts
$234K – – –
BAM
344
Belpointe Asset Management
Nevada
$234K +$234K +4,494 New
MIH
345
Madison Investment Holdings
Wisconsin
$234K +$234K +4,500 New
MA
346
MUFG Americas
New York
$231K -$18.9K -362 -8%
VNA
347
Valley National Advisers
Pennsylvania
$222K – – –
FNT
348
First National Trust
Pennsylvania
$218K -$29.4K -565 -12%
CTC
349
Central Trust Company
Missouri
$206K – – –
PGFC
350
Peapack-Gladstone Financial Corp
New Jersey
$204K +$204K +3,924 New
12 13
14
15 16