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UGI
UGI

Overview Fund Activity

424 hedge funds and large institutions have $6.25B invested in UGI in 2016 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 127 increasing their positions, 163 reducing their positions, and 41 closing their positions.

Holders
424
Holders Change
-4
Holders Change %
-0.93%
% of All Funds
10.62%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
46
Increased
127
Reduced
163
Closed
41
Calls
$7.34M
Puts
$5.61M
Net Calls
+$1.73M
Net Calls Change
+$3.39M

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$192M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$47.7M
3
BFA
3
BlackRock Fund Advisors
California
$326M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$839M
5
Deutsche Bank
5
Deutsche Bank
Germany
$282M

Top Sellers

1
TAF
1
Tredje AP-fonden
Sweden
$9K
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$645M
3
UBS AM
3
UBS AM
Illinois
$21.5M
4
CBOA
4
Commonwealth Bank of Australia
Australia
$56.8M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$60.1M
Name Market Value Shares Shares
Change 		Shares
Change %
SIM
351
Sonora Investment Management
Arizona
$86.4K 1,875 – –
PSUF
352
People's United Financial
Connecticut
$83K 1,800 – –
RFWA
353
RPg Family Wealth Advisory
Massachusetts
$82.9K 1,800 – –
Fuller & Thaler Asset Management
354
Fuller & Thaler Asset Management
California
$81K 1,750 – –
PCA
355
Peddock Capital Advisors
Massachusetts
$76K 1,654 – –
FANJ
356
Financial Architects (New Jersey)
New Jersey
$74K 1,616 – –
FPFS
357
First Personal Financial Services
North Carolina
$70K 1,525 +1,525 New
EWM
358
Endurance Wealth Management
Rhode Island
$69K 1,500 – –
NFG
359
Next Financial Group
Texas
$69K 1,500 – –
Toronto Dominion Bank
360
Toronto Dominion Bank
Ontario, Canada
$69K 1,501 +11 +0.7%
ANBT
361
American National Bank & Trust
Texas
$67K 1,457 – –
NSB
362
Norway Savings Bank
Maine
$65K 1,400 +1,400 New
QAM
363
QCI Asset Management
New York
$62K 1,342 – –
HI
364
Hudock Inc
Pennsylvania
$50K 1,105 +1 +0.1%
First Manhattan
365
First Manhattan
New York
$50K 1,099 +5 +0.5%
MMG
366
Monetary Management Group
Missouri
$48K 1,050 – –
TRCT
367
Tower Research Capital (TRC)
New York
$43K 927 -9,675 -91%
BKA
368
Brick & Kyle Associates
Pennsylvania
$42K 903 – –
CP
369
Corbenic Partners
Pennsylvania
$42K 916 +1 +0.1%
CFA
370
CT Financial Advisors
Pennsylvania
$41.5K 900 – –
BAM
371
Bruderman Asset Management
New York
$41K 900 – –
M
372
MOTCO
Texas
$41K 900 +900 New
FMTCOCP
373
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$40.4K 876 +876 New
National Pension Service
374
National Pension Service
South Korea
$36K 787 +787 New
ClearBridge Investments
375
ClearBridge Investments
New York
$35K 750 – –
13 14
15
16 17