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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 %
C
376
Cerebellum
California
$172K -$12.2K -228 -7%
QCIG
377
Quad-Cities Investment Group
Iowa
$172K – – –
APA
378
American Portfolios Advisors
New York
$169K – – –
AIP
379
Almanack Investment Partners
Pennsylvania
$165K +$10.5K +195 +7%
OFS
380
Orrstown Financial Services
Pennsylvania
$164K +$36.4K +682 +29%
KTC
381
Kistler-Tiffany Companies
Pennsylvania
$160K +$213 +4 +0.1%
ESB
382
Essex Savings Bank
Connecticut
$139K +$139K +2,600 New
BWA
383
BDO Wealth Advisors
Florida
$132K +$50K +936 +61%
MA
384
MCF Advisors
Kentucky
$120K – – –
FIB
385
First Interstate Bank
Montana
$120K – – –
NFG
386
Next Financial Group
Texas
$113K +$33.2K +623 +42%
Northwestern Mutual Wealth Management
387
Northwestern Mutual Wealth Management
Wisconsin
$109K +$47.4K +888 +77%
RFWA
388
RPg Family Wealth Advisory
Massachusetts
$96K – – –
PCG
389
Private Capital Group
Connecticut
$93K – – –
PCA
390
Peddock Capital Advisors
Massachusetts
$88K – – –
RMC
391
Resources Management Corp
Connecticut
$80K – – –
LS
392
Livforsakringsbolaget Skandia
Sweden
$80K – – –
ASN
393
Advisory Services Network
Georgia
$79K – – –
RFA
394
Reilly Financial Advisors
California
$76K +$318 +6 +0.4%
CCM
395
Copeland Capital Management
Pennsylvania
$73K +$73K +1,376 New
QAM
396
QCI Asset Management
New York
$72K – – –
AIL
397
AGF Investments LLC
Ontario, Canada
$71K +$44.8K +837 +171%
HI
398
Hudock Inc
Pennsylvania
$65K +$105 +2 +0.2%
Fuller & Thaler Asset Management
399
Fuller & Thaler Asset Management
California
$65K +$32.7K +613 +101%
VFA
400
Valeo Financial Advisors
Indiana
$61K – – –
14 15
16
17 18