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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 %
Envestnet Asset Management
376
Envestnet Asset Management
Illinois
$81K +$24K +508 +42%
OWA
377
One Wealth Advisors
California
$81K +$81K +1,727 New
PCA
378
Peddock Capital Advisors
Massachusetts
$78K – – –
FANJ
379
Financial Architects (New Jersey)
New Jersey
$77K +$1.87K +40 +2%
VFA
380
Valeo Financial Advisors
Indiana
$77K +$51.8K +1,100 +205%
FPFS
381
First Personal Financial Services
North Carolina
$72K – – –
EWM
382
Endurance Wealth Management
Rhode Island
$70K – – –
GRQ
383
Gardner Russo & Quinn
Pennsylvania
$70K +$70K +1,500 New
NSB
384
Norway Savings Bank
Maine
$66K – – –
QAM
385
QCI Asset Management
New York
$63K – – –
HI
386
Hudock Inc
Pennsylvania
$57K +$93 +2 +0.2%
SWP
387
Stratos Wealth Partners
Ohio
$56K +$56K +1,197 New
II
388
Inspire Investing
Idaho
$52K +$52K +1,104 New
PHK
389
Point72 Hong Kong
Hong Kong
$50K -$60.6K -1,297 -55%
WT
390
Whittier Trust
California
$46K +$17.7K +375 +63%
BWA
391
BDO Wealth Advisors
Florida
$44K +$9.46K +200 +27%
FMTCOCP
392
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$41.1K – – –
CP
393
Corbenic Partners
Pennsylvania
$41K -$3.34K -70 -8%
TL
394
TrueWealth LLC
Georgia
$36K +$36K +759 New
ClearBridge Investments
395
ClearBridge Investments
New York
$35K – – –
TFA
396
Toth Financial Advisory
Virginia
$35K +$35K +749 New
GI
397
Gradient Investments
Minnesota
$35K +$35K +752 New
WCBA
398
Weaver C. Barksdale & Associates
Tennessee
$33K +$2.62K +55 +9%
CA
399
Calton & Associates
Florida
$32K +$32K +691 New
WAM
400
Wealthspire Advisors (Maryland)
Maryland
$31K +$8.96K +189 +41%
14 15
16
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