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UGI
UGI

Overview Fund Activity

451 hedge funds and large institutions have $6.33B invested in UGI in 2017 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 138 increasing their positions, 151 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
+37
Holders Change %
+8.94%
% of All Funds
10.24%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
67
Increased
138
Reduced
151
Closed
29
Calls
$17.9M
Puts
$216K
Net Calls
+$17.7M
Net Calls Change
+$5.31M

Top Buyers

1
CBOA
1
Commonwealth Bank of Australia
Australia
$162M
2
APG Asset Management
2
APG Asset Management
Netherlands
$102M
3
BlackRock
3
BlackRock
New York
$780M
4
RP
4
Reinhart Partners
Wisconsin
$20.7M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$19.9M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$65.8M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$142M
3
NFA
3
Nationwide Fund Advisors
Ohio
$0
4
First Trust Advisors
4
First Trust Advisors
Illinois
$34.6M
5
JIM
5
Jupiter Investment Management
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PGFC
351
Peapack-Gladstone Financial Corp
New Jersey
$205K -$49.3K -1,050 -19%
VNA
352
Valley National Advisers
Pennsylvania
$200K – – –
KTC
353
Kistler-Tiffany Companies
Pennsylvania
$198K +$58.2K +1,242 +42%
CTC
354
Central Trust Company
Missouri
$193K +$11.8K +250 +6%
TG
355
TLP Group
Illinois
$189K -$95.1K -2,030 -33%
NIT
356
NumerixS Investment Technologies
British Columbia, Canada
$178K +$122K +2,600 +217%
WB
357
Webster Bank
Connecticut
$177K – – –
HFM
358
Hartford Financial Management
Connecticut
$176K – – –
RAM
359
Riggs Asset Management
Pennsylvania
$175K -$2.07K -44 -1%
TRCT
360
Tower Research Capital (TRC)
New York
$172K +$98.3K +2,090 +133%
EOJOAM
361
E. Ohman J:or Asset Management
Sweden
$169K – – –
BWA
362
Burt Wealth Advisors
Maryland
$169K – – –
Nordea Investment Management
363
Nordea Investment Management
Sweden
$158K -$197K -4,195 -55%
C
364
Cerebellum
California
$123K +$123K +2,617 New
LS
365
Livforsakringsbolaget Skandia
Sweden
$122K -$32.8K -700 -21%
LA
366
Legacy Advisors
Pennsylvania
$120K – – –
MA
367
MCF Advisors
Kentucky
$106K – – –
FIB
368
First Interstate Bank
Montana
$106K – – –
ASN
369
Advisory Services Network
Georgia
$97K +$27.5K +588 +40%
SO
370
STRS Ohio
Ohio
$95K -$14.2K -304 -13%
SIM
371
Sonora Investment Management
Arizona
$88K – – –
VIA
372
Vantage Investment Advisors
Pennsylvania
$87K – – –
RFWA
373
RPg Family Wealth Advisory
Massachusetts
$84.5K – – –
Fuller & Thaler Asset Management
374
Fuller & Thaler Asset Management
California
$82K – – –
HNB
375
Huntington National Bank
Ohio
$81K – – –
13 14
15
16 17