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UGI
UGI

Overview Fund Activity

451 hedge funds and large institutions have $7.97B invested in UGI in 2019 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 133 increasing their positions, 179 reducing their positions, and 75 closing their positions.

Holders
451
Holders Change
-36
Holders Change %
-7.39%
% of All Funds
9.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
47
Increased
133
Reduced
179
Closed
75
Calls
$1.99M
Puts
$2.14M
Net Calls
-$148K
Net Calls Change
-$19.7M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.04B
2
Millennium Management
2
Millennium Management
New York
$79.3M
3
BlackRock
3
BlackRock
New York
$973M
4
APG Asset Management
4
APG Asset Management
Netherlands
$185M
5
Goldman Sachs
5
Goldman Sachs
New York
$113M

Top Sellers

1
AL
1
AJO LP
Pennsylvania
$0
2
EIP
2
Energy Income Partners
Connecticut
$0
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$84.5M
4
UH
4
Unigestion Holding
Switzerland
$0
5
DZ Bank
5
DZ Bank
Germany
$6.82M
Name Market Value Shares Shares
Change 		Shares
Change %
EMG
326
Ellington Management Group
Connecticut
$272K 5,100 +5,100 New
PTC
327
Petrus Trust Company
Texas
$268K 5,025 +5,025 New
HTC
328
Haverford Trust Company
Pennsylvania
$264K 4,950 – –
TRCT
329
Tower Research Capital (TRC)
New York
$262K 4,898 -10,123 -67%
HCM
330
Harvest Capital Management
New Hampshire
$262K 4,920 – –
SFA
331
Sequoia Financial Advisors
Ohio
$262K 4,909 – –
DIM
332
Delta Investment Management
California
$252K 4,720 +4,720 New
CI
333
Cigna Investments
Connecticut
$250K 4,884 -15,691 -76%
WSFS
334
Wilmington Savings Fund Society
Delaware
$247K 4,625 -2,250 -33%
NIT
335
NumerixS Investment Technologies
British Columbia, Canada
$246K 4,598 +4,598 New
SGA
336
Strategic Global Advisors
California
$241K 4,506 – –
BEAM
337
Baker Ellis Asset Management
Washington
$240K 4,500 -201 -4%
BMC
338
Beaton Management Company
Massachusetts
$240K 4,500 – –
FMT
339
First Mercantile Trust
Tennessee
$230K 4,300 -60 -1%
MML Investors Services
340
MML Investors Services
Massachusetts
$230K 4,307 +186 +5%
Mirae Asset Global Investments
341
Mirae Asset Global Investments
South Korea
$224K 4,195 -2,802 -40%
UCFA
342
United Capital Financial Advisors
Texas
$223K 4,184 -70 -2%
FFG
343
Fortem Financial Group
California
$220K 4,115 +4,115 New
MFG
344
MidWestOne Financial Group
Iowa
$215K 4,032 +4,032 New
GVAG
345
Great Valley Advisor Group
Delaware
$213K 3,984 +34 +0.9%
ECM
346
ExodusPoint Capital Management
New York
$212K 3,971 +3,971 New
FHA
347
First Horizon Advisors
Tennessee
$210K 3,946 -2,748 -41%
MFWM
348
Motley Fool Wealth Management
Virginia
$210K 3,928 +68 +2%
CC
349
Cannell & Co
New York
$208K 3,893 – –
CCIA
350
Campbell & Co Investment Adviser
Maryland
$208K 3,899 +3,899 New
12 13
14
15 16