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UGI
UGI

Overview Fund Activity

479 hedge funds and large institutions have $7.47B invested in UGI in 2018 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 168 increasing their positions, 141 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
+12
Holders Change %
+2.57%
% of All Funds
10.69%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
66
Increased
168
Reduced
141
Closed
50
Calls
$9.44M
Puts
$827K
Net Calls
+$8.61M
Net Calls Change
+$9.33M

Top Buyers

1
APG Asset Management
APG Asset Management
Netherlands
$119M
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.02B
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$55.2M
4
Invesco
Invesco
Georgia
$66.4M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$33M

Top Sellers

1
First Eagle Investment Management
First Eagle Investment Management
New York
$181M
2
CBOA
Commonwealth Bank of Australia
Australia
$34.2M
3
EIP
Energy Income Partners
Connecticut
$83.4M
4
Wells Fargo
Wells Fargo
California
$56.1M
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mackenzie Financial
351
Mackenzie Financial
Ontario, Canada
$246K +$246K +4,616 New
BMC
352
Beaton Management Company
Massachusetts
$240K – – –
MIH
353
Madison Investment Holdings
Wisconsin
$240K – – –
SGA
354
Strategic Global Advisors
California
$240K +$240K +4,506 New
SIM
355
Sonora Investment Management
Arizona
$237K +$137K +2,570 +137%
TSS
356
Two Sigma Securities
New York
$231K +$231K +4,326 New
VNA
357
Valley National Advisers
Pennsylvania
$229K – – –
MA
358
MUFG Americas
New York
$226K -$28.1K -525 -11%
FPCG
359
Fort Pitt Capital Group
Pennsylvania
$226K +$226K +4,230 New
GVAG
360
Great Valley Advisor Group
Delaware
$211K +$211K +3,950 New
DADC
361
D.A. Davidson & Co
Montana
$210K -$102K -1,921 -33%
FNT
362
First National Trust
Pennsylvania
$209K -$14.4K -270 -6%
CC
363
Cannell & Co
New York
$208K – – –
SGAM
364
Steinberg Global Asset Management
Florida
$207K – – –
CTC
365
Central Trust Company
Missouri
$206K – – –
SI
366
Stephens Inc
Arkansas
$202K +$1.76K +33 +0.9%
HFM
367
Hartford Financial Management
Connecticut
$200K – – –
WC
368
Whitnell & Co
Illinois
$200K – – –
RAM
369
Riggs Asset Management
Pennsylvania
$196K -$2.34K -44 -1%
LC
370
Lindbrook Capital
California
$194K +$194K +3,653 New
BWA
371
Burt Wealth Advisors
Maryland
$192K – – –
SP
372
Symmetry Partners
Connecticut
$189K +$189K +3,538 New
RWA
373
River Wealth Advisors
Pennsylvania
$184K -$141K -2,633 -43%
WB
374
Webster Bank
Connecticut
$179K -$23.1K -432 -11%
SFSIG
375
San Francisco Sentry Investment Group
California
$178K – – –
13 14
15
16 17