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UGI
UGI

Overview Fund Activity

508 hedge funds and large institutions have $8.06B invested in UGI in 2019 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 210 increasing their positions, 109 reducing their positions, and 56 closing their positions.

Holders
508
Holders Change
+57
Holders Change %
+12.64%
% of All Funds
11.16%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
115
Increased
210
Reduced
109
Closed
56
Calls
$8.6M
Puts
$19.4M
Net Calls
-$10.8M
Net Calls Change
-$10.6M

Top Buyers

1
Mitsubishi UFJ Trust & Banking
1
Mitsubishi UFJ Trust & Banking
Japan
$221M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.11B
3
BlackRock
3
BlackRock
New York
$1.08B
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.08B
5
Invesco
5
Invesco
Georgia
$154M

Top Sellers

1
APG Asset Management
1
APG Asset Management
Netherlands
$108M
2
Millennium Management
2
Millennium Management
New York
$13.6M
3
Goldman Sachs
3
Goldman Sachs
New York
$60.3M
4
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$28.4M
5
JIM
5
Jupiter Investment Management
United Kingdom
$64.4M
Name Market Value Shares Shares
Change 		Shares
Change %
CTC
376
Central Trust Company
Missouri
$193K 3,852 +127 +3%
BWA
377
BDO Wealth Advisors
Florida
$190K 3,782 +200 +6%
HFM
378
Hartford Financial Management
Connecticut
$189K 3,755 – –
WC
379
Whitnell & Co
Illinois
$189K 3,750 – –
WB
380
Webster Bank
Connecticut
$188K 3,746 +400 +12%
RAM
381
Riggs Asset Management
Pennsylvania
$184K 3,680 – –
Group One Trading
382
Group One Trading
Illinois
$183K 3,637 +3,637 New
BWA
383
Burt Wealth Advisors
Maryland
$181K 3,600 – –
KTC
384
Kistler-Tiffany Companies
Pennsylvania
$174K 3,463 +454 +15%
MA
385
MUFG Americas
New York
$162K 3,219 -57 -2%
QT
386
Quantbot Technologies
New York
$160K 3,187 +1,469 +86%
AIC
387
Ameritas Investment Company
Nebraska
$160K 3,186 +3,186 New
QCIG
388
Quad-Cities Investment Group
Iowa
$148K 2,948 – –
LC
389
Lindbrook Capital
California
$148K 2,937 – –
CL
390
CSS LLC
Illinois
$148K 2,947 +2,947 New
Northwestern Mutual Wealth Management
391
Northwestern Mutual Wealth Management
Wisconsin
$146K 2,910 +702 +32%
FL
392
Fort LP
Maryland
$146K 2,897 +2,897 New
FIB
393
First Interstate Bank
Montana
$135K 2,684 +434 +19%
GAM
394
Gemmer Asset Management
California
$131K 2,598 +2,172 +510%
MPWT
395
MassMutual Private Wealth & Trust
Connecticut
$124K 2,468 +468 +23%
PCG
396
Private Capital Group
Connecticut
$124K 2,445 +705 +41%
ASN
397
Advisory Services Network
Georgia
$123K 2,299 – –
IUHSA
398
Itau Unibanco Holding S.A.
Brazil
$115K 2,162 – –
MA
399
MCF Advisors
Kentucky
$113K 2,250 – –
FCT
400
Family Capital Trust
Massachusetts
$96K 1,900 +1,900 New
14 15
16
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