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UGI
UGI

Overview Fund Activity

428 hedge funds and large institutions have $6.77B invested in UGI in 2017 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 151 increasing their positions, 142 reducing their positions, and 23 closing their positions.

Holders
428
Holders Change
+4
Holders Change %
+0.94%
% of All Funds
10.67%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
36
Increased
151
Reduced
142
Closed
23
Calls
$14.7M
Puts
$5.66M
Net Calls
+$9.06M
Net Calls Change
+$7.33M

Top Buyers

1
BlackRock
1
BlackRock
New York
$842M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$84.8M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$932M
4
Los Angeles Capital Management
4
Los Angeles Capital Management
California
$22M
5
First Eagle Investment Management
5
First Eagle Investment Management
New York
$352M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$613M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$8.44M
3
Charles Schwab
3
Charles Schwab
California
$79.1M
4
WCM
4
Wedge Capital Management
North Carolina
$90.6M
5
LM
5
Luminus Management
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PHK
351
Point72 Hong Kong
Hong Kong
$109K 2,211 -3,590 -62%
VIA
352
Vantage Investment Advisors
Pennsylvania
$104K 2,101 – –
AIM
353
Assured Investment Management
New York
$95K 1,919 -12,684 -87%
Toronto Dominion Bank
354
Toronto Dominion Bank
Ontario, Canada
$94K 1,893 +392 +26%
SIM
355
Sonora Investment Management
Arizona
$92.6K 1,875 – –
PSUF
356
People's United Financial
Connecticut
$89K 1,800 – –
RFWA
357
RPg Family Wealth Advisory
Massachusetts
$88.9K 1,800 – –
Fuller & Thaler Asset Management
358
Fuller & Thaler Asset Management
California
$86K 1,750 – –
PCA
359
Peddock Capital Advisors
Massachusetts
$82K 1,654 – –
Envestnet Asset Management
360
Envestnet Asset Management
Illinois
$80K 1,628 -760 -32%
FANJ
361
Financial Architects (New Jersey)
New Jersey
$80K 1,616 – –
NFG
362
Next Financial Group
Texas
$75K 1,500 – –
FPFS
363
First Personal Financial Services
North Carolina
$75K 1,525 – –
EWM
364
Endurance Wealth Management
Rhode Island
$74K 1,500 – –
ANBT
365
American National Bank & Trust
Texas
$72K 1,457 – –
NSB
366
Norway Savings Bank
Maine
$69K 1,400 – –
QAM
367
QCI Asset Management
New York
$66K 1,342 – –
QT
368
Quantbot Technologies
New York
$60K 1,218 -4,475 -79%
First Manhattan
369
First Manhattan
New York
$54K 1,101 +2 +0.2%
HI
370
Hudock Inc
Pennsylvania
$54K 1,107 +2 +0.2%
MMG
371
Monetary Management Group
Missouri
$52K 1,050 – –
SEC
372
Seven Eight Capital
New York
$51K 1,033 -11,300 -92%
IUHSA
373
Itau Unibanco Holding S.A.
Brazil
$51K 1,042 +1,042 New
PCP
374
Proficio Capital Partners
Massachusetts
$50K 1,006 +506 +101%
AIL
375
AGF Investments LLC
Ontario, Canada
$47K 924 +712 +336%
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15
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