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UGI
UGI

Overview Fund Activity

508 hedge funds and large institutions have $8.06B invested in UGI in 2019 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 210 increasing their positions, 109 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
508
Holders Change
+57
Holders Change %
+12.64%
% of All Funds
11.16%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
115
Increased
210
Reduced
109
Closed
56
Calls
$8.6M
Puts
$19.4M
Net Calls
-$10.8M
Net Calls Change
-$10.6M

Top Buyers

1
Mitsubishi UFJ Trust & Banking
1
Mitsubishi UFJ Trust & Banking
Japan
$221M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.11B
3
BlackRock
3
BlackRock
New York
$1.08B
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.08B
5
Invesco
5
Invesco
Georgia
$154M

Top Sellers

1
APG Asset Management
1
APG Asset Management
Netherlands
$108M
2
Millennium Management
2
Millennium Management
New York
$13.6M
3
Goldman Sachs
3
Goldman Sachs
New York
$60.3M
4
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$28.4M
5
JIM
5
Jupiter Investment Management
United Kingdom
$64.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
326
Wilen Investment Management
Florida
$322K +$322K +6,446 New
GH
327
GAM Holding
Switzerland
$319K -$645K -12,812 -67%
Nordea Investment Management
328
Nordea Investment Management
Sweden
$317K – – –
CBT
329
Capital Bank & Trust
California
$317K – – –
SSW
330
Smith Shellnut Wilson
Mississippi
$313K +$18.6K +369 +6%
EWM
331
Evercore Wealth Management
New York
$310K +$20.8K +413 +7%
VNA
332
Valley National Advisers
Pennsylvania
$306K +$136K +2,713 +80%
NEPWA
333
New England Private Wealth Advisors
Massachusetts
$305K – – –
BWCS
334
Beirne Wealth Consulting Services
Connecticut
$304K – – –
AA
335
AQR Arbitrage
Connecticut
$302K +$302K +6,017 New
AIP
336
Almanack Investment Partners
Pennsylvania
$300K +$22.5K +444 +8%
MFG
337
Magnus Financial Group
New York
$293K -$40.6K -809 -12%
SM
338
Sciencast Management
New Jersey
$291K +$291K +5,900 New
Macquarie Group
339
Macquarie Group
Australia
$287K – – –
DIM
340
DC Investments Management
Virginia
$286K -$17.1K -341 -6%
SFS
341
Sowell Financial Services
Arkansas
$286K +$286K +5,699 New
CI
342
Cigna Investments
Connecticut
$283K +$50.6K +1,064 +22%
TRCT
343
Tower Research Capital (TRC)
New York
$281K +$34.3K +682 +14%
IFS
344
Ifrah Financial Services
Arkansas
$279K -$4.63K -92 -2%
RWM
345
RBA Wealth Management
California
$279K +$279K +5,557 New
CWM
346
Chesapeake Wealth Management
Virginia
$277K +$11.8K +235 +4%
SCM
347
Stellar Capital Management
Arizona
$270K – – –
DA
348
Doliver Advisors
Texas
$270K – – –
LCP
349
Legacy Capital Partners
Wisconsin
$269K +$269K +5,342 New
SFA
350
Sequoia Financial Advisors
Ohio
$263K +$16K +318 +6%
12 13
14
15 16