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UGI
UGI

Overview Fund Activity

487 hedge funds and large institutions have $7.77B invested in UGI in 2019 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 168 increasing their positions, 162 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
487
Holders Change
+8
Holders Change %
+1.67%
% of All Funds
10.56%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
53
Increased
168
Reduced
162
Closed
43
Calls
$20.5M
Puts
$926K
Net Calls
+$19.6M
Net Calls Change
+$10.9M

Top Buyers

1
CBOA
Commonwealth Bank of Australia
Australia
+$116M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$26.7M
3
APG Asset Management
APG Asset Management
Netherlands
+$24.1M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$22.7M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$21.7M

Top Sellers

1
AL
AJO LP
Pennsylvania
-$90.4M
2
Man Group
Man Group
United Kingdom
-$30.4M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$26.9M
4
EIP
Energy Income Partners
Connecticut
-$26.1M
5
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
-$24.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nordea Investment Management
326
Nordea Investment Management
Sweden
$347K – – –
GWCM
327
Godshalk Welsh Capital Management
Pennsylvania
$343K +$15.8K +285 +5%
CWM
328
Chesapeake Wealth Management
Virginia
$339K -$4.16K -75 -1%
NEPWA
329
New England Private Wealth Advisors
Massachusetts
$337K – – –
JPMPWA
330
J.P. Morgan Private Wealth Advisors
California
$336K -$2.77K -50 -0.8%
BWCS
331
Beirne Wealth Consulting Services
Connecticut
$334K – – –
SSW
332
Smith Shellnut Wilson
Mississippi
$334K +$4.38K +79 +1%
QI
333
Qtron Investments
Massachusetts
$332K – – –
PSUF
334
People's United Financial
Connecticut
$332K +$5.55K +100 +2%
EWM
335
Evercore Wealth Management
New York
$331K -$19.5K -353 -6%
ISL
336
Ingalls & Snyder LLC
New York
$327K – – –
IUHSA
337
Itau Unibanco Holding S.A.
Brazil
$326K – – –
IFS
338
Ifrah Financial Services
Arkansas
$318K -$1.16K -21 -0.4%
BIAS
339
Beacon Investment Advisory Services
New Jersey
$316K – – –
Macquarie Group
340
Macquarie Group
Australia
$316K – – –
SCM
341
SIR Capital Management
New York
$316K +$316K +5,700 New
DA
342
Doliver Advisors
Texas
$310K – – –
Susquehanna International Group
343
Susquehanna International Group
Pennsylvania
$310K +$310K +5,592 New
BSAM
344
Blue Sky Asset Management
Colorado
$310K +$310K +5,598 New
UF
345
Univest Financial
Pennsylvania
$299K – – –
AIP
346
Almanack Investment Partners
Pennsylvania
$299K +$128K +2,309 +75%
SCM
347
Stellar Capital Management
Arizona
$297K – – –
DADC
348
D.A. Davidson & Co
Montana
$282K +$63.6K +1,147 +29%
HTC
349
Haverford Trust Company
Pennsylvania
$274K – – –
HCM
350
Harvest Capital Management
New Hampshire
$273K – – –
12 13
14
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