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UGI
UGI

Overview Fund Activity

467 hedge funds and large institutions have $7.73B invested in UGI in 2018 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 162 increasing their positions, 138 reducing their positions, and 36 closing their positions.

Holders
467
Holders Change
+19
Holders Change %
+4.24%
% of All Funds
10.69%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
58
Increased
162
Reduced
138
Closed
36
Calls
$2.84M
Puts
$3.55M
Net Calls
-$718K
Net Calls Change
-$3.73M

Top Buyers

1
AL
1
AJO LP
Pennsylvania
$151M
2
DZ Bank
2
DZ Bank
Germany
$48.9M
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$37.7M
4
Man Group
4
Man Group
United Kingdom
$69M
5
HAI
5
Hennessy Advisors Inc
California
$42.2M

Top Sellers

1
CBOA
1
Commonwealth Bank of Australia
Australia
$76.2M
2
First Eagle Investment Management
2
First Eagle Investment Management
New York
$325M
3
Millennium Management
3
Millennium Management
New York
$11.5M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$84.6M
5
Prudential Financial
5
Prudential Financial
New Jersey
$118M
Name Market Value Shares Shares
Change 		Shares
Change %
ISL
326
Ingalls & Snyder LLC
New York
$327K 5,900 – –
GWCM
327
Godshalk Welsh Capital Management
Pennsylvania
$327K 5,900 +950 +19%
DADC
328
D.A. Davidson & Co
Montana
$325K 5,859 -1,555 -21%
WSFS
329
Wilmington Savings Fund Society
Delaware
$322K 5,800 – –
DA
330
Doliver Advisors
Texas
$310K 5,595 – –
UF
331
Univest Financial
Pennsylvania
$300K 5,400 – –
UCFA
332
United Capital Financial Advisors
Texas
$299K 5,389 +414 +8%
QC
333
Quadrature Capital
United Kingdom
$299K 5,388 +5,388 New
FMT
334
First Mercantile Trust
Tennessee
$298K 5,370 -40 -0.7%
SCM
335
Stellar Capital Management
Arizona
$298K 5,364 – –
PSUF
336
People's United Financial
Connecticut
$294K 5,283 +5,283 New
HIMCH
337
Hartford Investment Management Co (HIMCO)
Connecticut
$278K 5,017 -335 -6%
HTC
338
Haverford Trust Company
Pennsylvania
$275K 4,950 – –
HCM
339
Harvest Capital Management
New Hampshire
$273K 4,920 – –
TTWM
340
TCV Trust & Wealth Management
Virginia
$272K 4,900 – –
SFA
341
Sequoia Financial Advisors
Ohio
$272K 4,909 – –
SCA
342
Stillwater Capital Advisors
Pennsylvania
$271K 4,876 +1,000 +26%
MA
343
MUFG Americas
New York
$263K 4,751 +325 +7%
HS
344
HighVista Strategies
Massachusetts
$261K 4,700 +4,700 New
MIH
345
Madison Investment Holdings
Wisconsin
$250K 4,500 – –
BMC
346
Beaton Management Company
Massachusetts
$250K 4,500 – –
Verition Fund Management
347
Verition Fund Management
Connecticut
$245K 4,417 +4,417 New
VNA
348
Valley National Advisers
Pennsylvania
$238K 4,287 +31 +0.7%
FNT
349
First National Trust
Pennsylvania
$233K 4,192 – –
Wolverine Trading
350
Wolverine Trading
Illinois
$223K 4,028 +4,028 New
12 13
14
15 16