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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 %
HS
376
HighVista Strategies
Massachusetts
$205K +$205K +3,700 New
FNBTCON
377
First National Bank & Trust Co of Newtown
Pennsylvania
$205K +$205K +3,708 New
FNT
378
First National Trust
Pennsylvania
$204K -$14.2K -255 -7%
RAM
379
Riggs Asset Management
Pennsylvania
$203K – – –
DT
380
Diversified Trust
Tennessee
$202K +$202K +3,646 New
OC
381
Oppenheimer & Co
New York
$202K +$202K +3,650 New
AP
382
Advisor Partners
California
$201K +$201K +3,629 New
BWA
383
Burt Wealth Advisors
Maryland
$200K – – –
APA
384
American Portfolios Advisors
New York
$190K +$14.2K +256 +8%
MA
385
MUFG Americas
New York
$186K -$48K -867 -21%
LC
386
Lindbrook Capital
California
$185K -$16.6K -300 -8%
WB
387
Webster Bank
Connecticut
$185K – – –
BWA
388
BDO Wealth Advisors
Florida
$183K +$46.4K +840 +34%
PI
389
PEAK6 Investments
Illinois
$180K +$154K +2,768 +586%
KTC
390
Kistler-Tiffany Companies
Pennsylvania
$167K +$222 +4 +0.1%
SFSIG
391
San Francisco Sentry Investment Group
California
$166K -$18.3K -330 -10%
QCIG
392
Quad-Cities Investment Group
Iowa
$164K -$14.9K -267 -8%
ESB
393
Essex Savings Bank
Connecticut
$144K – – –
LA
394
Legacy Advisors
Pennsylvania
$142K +$142K +2,551 New
MA
395
MCF Advisors
Kentucky
$125K – – –
FIB
396
First Interstate Bank
Montana
$125K – – –
PCG
397
Private Capital Group
Connecticut
$122K +$25.1K +450 +26%
Northwestern Mutual Wealth Management
398
Northwestern Mutual Wealth Management
Wisconsin
$114K +$500 +9 +0.4%
CFGS
399
Concourse Financial Group Securities
Alabama
$112K +$50.8K +918 +83%
MC
400
Machina Capital
France
$106K +$106K +1,912 New
14 15
16
17 18