UGI icon

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 %
LA
376
Legacy Advisors
Pennsylvania
$142K 2,551 – –
OFS
377
Orrstown Financial Services
Pennsylvania
$132K 2,387 -39 -2%
FIB
378
First Interstate Bank
Montana
$125K 2,250 – –
MA
379
MCF Advisors
Kentucky
$125K 2,250 – –
SIM
380
Sonora Investment Management
Arizona
$104K 1,875 – –
RFWA
381
RPg Family Wealth Advisory
Massachusetts
$99.9K 1,800 – –
FL
382
Fort LP
Maryland
$98K 1,772 +1,772 New
PCG
383
Private Capital Group
Connecticut
$96K 1,740 – –
PCA
384
Peddock Capital Advisors
Massachusetts
$92K 1,654 – –
HNB
385
Huntington National Bank
Ohio
$88K 1,591 -63 -4%
OWA
386
One Wealth Advisors
California
$88K 1,575 -12 -0.8%
BWA
387
BDO Wealth Advisors
Florida
$85K 1,534 +125 +9%
LS
388
Livforsakringsbolaget Skandia
Sweden
$83K 1,500 -1,100 -42%
NFG
389
Next Financial Group
Texas
$83K 1,500 +1,500 New
RMC
390
Resources Management Corp
Connecticut
$83K 1,500 +1,500 New
IA
391
IFP Advisors
Florida
$82K 1,473 -4,179 -74%
ASN
392
Advisory Services Network
Georgia
$82K 1,484 -17 -1%
AIM
393
Assured Investment Management
New York
$81K 1,455 +1,455 New
RFA
394
Reilly Financial Advisors
California
$79K 1,428 +1,128 +376%
NSB
395
Norway Savings Bank
Maine
$78K 1,400 – –
QAM
396
QCI Asset Management
New York
$74K 1,342 – –
Fifth Third Bancorp
397
Fifth Third Bancorp
Ohio
$69K 1,240 +1,240 New
CG
398
Cutler Group
California
$68K 1,241 – –
HI
399
Hudock Inc
Pennsylvania
$68K 1,237 +1 +0.1%
SWP
400
Stratos Wealth Partners
Ohio
$66K 1,187 +1,187 New
14 15
16
17 18