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UGI
UGI

Overview Fund Activity

368 hedge funds and large institutions have $5.12B invested in UGI in 2014 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 113 increasing their positions, 124 reducing their positions, and 26 closing their positions.

Holders
368
Holders Change
+37
Holders Change %
+11.18%
% of All Funds
9.82%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
70
Increased
113
Reduced
124
Closed
26
Calls
$33.9M
Puts
$942K
Net Calls
+$33M
Net Calls Change
-$6.38M

Top Buyers

1
ACM
1
Americafirst Capital Management
California
$51.8M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$110M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$532M
4
NA
4
Navellier & Associates
Nevada
$34M
5
Victory Capital Management
5
Victory Capital Management
Texas
$23.3M

Top Sellers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$972K
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$649M
3
Deutsche Bank
3
Deutsche Bank
Germany
$175M
4
RA
4
Royce & Associates
New York
$2.6M
5
EIP
5
Energy Income Partners
Connecticut
$74M
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
376
BlueCrest Capital Management
Jersey
– – -13,700 Closed
CBOA
377
Commonwealth Bank of Australia
Australia
– – -11,841 Closed
CG
378
Clinton Group
New York
– – -11,398 Closed
Connor, Clark & Lunn Investment Management (CC&L)
379
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– – -10,600 Closed
BC
380
Banced Corp
Illinois
– – -9,349 Closed
EMG
381
Ellington Management Group
Connecticut
– – -8,600 Closed
DCM
382
Dynamic Capital Management
Jersey
– – -8,508 Closed
RJT
383
Raymond James Trust
Florida
– – -7,800 Closed
RIL
384
Rothschild Investment LLC
Illinois
– – -7,350 Closed
HIMCH
385
Hartford Investment Management Co (HIMCO)
Connecticut
– – -6,824 Closed
IMS
386
Index Management Solutions
Pennsylvania
– – -6,042 Closed
Group One Trading
387
Group One Trading
Illinois
– – -2,505 Closed
FNYS
388
First New York Securities
New York
– – -2,500 Closed
AF
389
Arrow Financial
New York
– – -675 Closed
JT
390
Jump Trading
Illinois
– – -151 Closed
CAW
391
Cornerstone Advisors (Washington)
Washington
– – -28 Closed
ST
392
SpiderRock Trading
Illinois
– – – –
Simplex Trading
393
Simplex Trading
Illinois
– – – –
OC
394
Oakworth Capital
Alabama
$0 10 +3 +43%
W
395
Wealthfront
California
$0 3 +3 New
WA
396
WFG Advisors
Texas
$0 5 +5 New
12 13 14 15
16