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UGI
UGI

Overview Fund Activity

487 hedge funds and large institutions have $7.77B invested in UGI in 2019 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 168 increasing their positions, 162 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
487
Holders Change
+8
Holders Change %
+1.67%
% of All Funds
10.56%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
53
Increased
168
Reduced
162
Closed
43
Calls
$20.5M
Puts
$926K
Net Calls
+$19.6M
Net Calls Change
+$10.9M

Top Buyers

1
CBOA
Commonwealth Bank of Australia
Australia
+$116M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$26.7M
3
APG Asset Management
APG Asset Management
Netherlands
+$24.1M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$22.7M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$21.7M

Top Sellers

1
AL
AJO LP
Pennsylvania
-$90.4M
2
Man Group
Man Group
United Kingdom
-$30.4M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$26.9M
4
EIP
Energy Income Partners
Connecticut
-$26.1M
5
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
-$24.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
351
Sequoia Financial Advisors
Ohio
$272K – – –
TTWM
352
TCV Trust & Wealth Management
Virginia
$272K – – –
NC
353
NewSquare Capital
Pennsylvania
$272K +$14.7K +265 +6%
SCA
354
Stillwater Capital Advisors
Pennsylvania
$270K – – –
PP
355
Paloma Partners
Connecticut
$262K -$215K -3,886 -45%
BEAM
356
Baker Ellis Asset Management
Washington
$261K -$491K -8,835 -65%
PIA
357
Piedmont Investment Advisors
North Carolina
$261K +$4.7K +85 +2%
SI
358
Stephens Inc
Arkansas
$256K +$45.6K +821 +22%
SGA
359
Strategic Global Advisors
California
$250K – – –
BMC
360
Beaton Management Company
Massachusetts
$249K – – –
MIH
361
Madison Investment Holdings
Wisconsin
$249K – – –
FMT
362
First Mercantile Trust
Tennessee
$242K -$26.1K -470 -10%
VNA
363
Valley National Advisers
Pennsylvania
$238K – – –
UCFA
364
United Capital Financial Advisors
Texas
$236K -$81.3K -1,466 -26%
Mariner
365
Mariner
Kansas
$233K +$233K +4,210 New
SEC
366
Seven Eight Capital
New York
$231K +$231K +4,161 New
MML Investors Services
367
MML Investors Services
Massachusetts
$228K +$228K +4,121 New
BAMF
368
BI Asset Management Fondsmaeglerselskab
Denmark
$227K -$332K -6,000 -59%
GVAG
369
Great Valley Advisor Group
Delaware
$219K – – –
CC
370
Cannell & Co
New York
$216K – – –
SGAM
371
Steinberg Global Asset Management
Florida
$215K – – –
MFWM
372
Motley Fool Wealth Management
Virginia
$214K +$214K +3,860 New
CTC
373
Central Trust Company
Missouri
$210K -$4.15K -75 -2%
HFM
374
Hartford Financial Management
Connecticut
$208K – – –
WC
375
Whitnell & Co
Illinois
$208K – – –
13 14
15
16 17