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UGI
UGI

Overview Fund Activity

467 hedge funds and large institutions have $7.73B invested in UGI in 2018 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 162 increasing their positions, 138 reducing their positions, and 36 closing their positions.

Holders
467
Holders Change
+19
Holders Change %
+4.24%
% of All Funds
10.69%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
58
Increased
162
Reduced
138
Closed
36
Calls
$2.84M
Puts
$3.55M
Net Calls
-$718K
Net Calls Change
-$3.73M

Top Buyers

1
AL
1
AJO LP
Pennsylvania
$151M
2
DZ Bank
2
DZ Bank
Germany
$48.9M
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$37.7M
4
Man Group
4
Man Group
United Kingdom
$69M
5
HAI
5
Hennessy Advisors Inc
California
$42.2M

Top Sellers

1
CBOA
1
Commonwealth Bank of Australia
Australia
$76.2M
2
First Eagle Investment Management
2
First Eagle Investment Management
New York
$325M
3
Millennium Management
3
Millennium Management
New York
$11.5M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$84.6M
5
Prudential Financial
5
Prudential Financial
New Jersey
$118M
Name Market Value Shares Shares
Change 		Shares
Change %
PGFC
351
Peapack-Gladstone Financial Corp
New Jersey
$217K 3,924 – –
CC
352
Cannell & Co
New York
$216K 3,893 – –
CTC
353
Central Trust Company
Missouri
$215K 3,875 -75 -2%
SGAM
354
Steinberg Global Asset Management
Florida
$215K 3,875 – –
WB
355
Webster Bank
Connecticut
$210K 3,778 – –
HFM
356
Hartford Financial Management
Connecticut
$208K 3,755 – –
WC
357
Whitnell & Co
Illinois
$208K 3,750 – –
SI
358
Stephens Inc
Arkansas
$208K 3,758 +3,758 New
RAM
359
Riggs Asset Management
Pennsylvania
$206K 3,724 – –
FNBTCON
360
First National Bank & Trust Co of Newtown
Pennsylvania
$206K 3,708 +3,708 New
BBA
361
BLB&B Advisors
Pennsylvania
$205K 3,692 +3,692 New
MFWM
362
Motley Fool Wealth Management
Virginia
$205K 3,692 +3,692 New
OC
363
Oppenheimer & Co
New York
$203K 3,650 +3,650 New
AP
364
Advisor Partners
California
$203K 3,659 +3,659 New
DT
365
Diversified Trust
Tennessee
$202K 3,639 +3,639 New
BWA
366
Burt Wealth Advisors
Maryland
$200K 3,600 – –
C
367
Cerebellum
California
$191K 3,448 +56 +2%
SFSIG
368
San Francisco Sentry Investment Group
California
$185K 3,330 – –
QCIG
369
Quad-Cities Investment Group
Iowa
$179K 3,215 – –
BAMF
370
BI Asset Management Fondsmaeglerselskab
Denmark
$178K 3,200 +3,200 New
APA
371
American Portfolios Advisors
New York
$176K 3,170 +3,170 New
KTC
372
Kistler-Tiffany Companies
Pennsylvania
$166K 2,998 +4 +0.1%
AIP
373
Almanack Investment Partners
Pennsylvania
$160K 2,878 +2,878 New
Macquarie Group
374
Macquarie Group
Australia
$145K 2,600 -300 -10%
VIA
375
Vantage Investment Advisors
Pennsylvania
$144K 2,604 – –
13 14
15
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