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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.

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
1
APG Asset Management
Netherlands
$119M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.02B
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$55.2M
4
Invesco
4
Invesco
Georgia
$66.4M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$33M

Top Sellers

1
First Eagle Investment Management
1
First Eagle Investment Management
New York
$181M
2
CBOA
2
Commonwealth Bank of Australia
Australia
$34.2M
3
EIP
3
Energy Income Partners
Connecticut
$83.4M
4
Wells Fargo
4
Wells Fargo
California
$56.1M
5
Diamond Hill Capital Management
5
Diamond Hill Capital Management
Ohio
$102M
Name Market Value Shares Shares
Change 		Shares
Change %
CFGS
401
Concourse Financial Group Securities
Alabama
$59K 1,105 +73 +7%
WAM
402
Wealthspire Advisors (Maryland)
Maryland
$54K 1,007 -109 -10%
WT
403
Whittier Trust
California
$52K 975 – –
IA
404
IFP Advisors
Florida
$51K 966 -507 -34%
CAL
405
Capital Analysts LLC
Pennsylvania
$48K 900 – –
NSB
406
Norway Savings Bank
Maine
$46K 864 -536 -38%
FHA
407
Flagship Harbor Advisors
Massachusetts
$41K 783 – –
TL
408
TrueWealth LLC
Georgia
$40K 750 – –
ClearBridge Investments
409
ClearBridge Investments
New York
$40K 750 – –
HWA
410
Heritage Wealth Advisors
Virginia
$39K 732 – –
AIM
411
Assured Investment Management
New York
$38K 710 -745 -51%
SIAP
412
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$38K 720 – –
Twin Tree Management
413
Twin Tree Management
Texas
$38K 713 +713 New
MWNA
414
Marshall Wace North America
New York
$38K 714 +714 New
ADL
415
Asset Dedication LLC
California
$34K 642 +642 New
OIA
416
OneDigital Investment Advisors
Kansas
$32K 603 – –
FMTCOCP
417
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$31K 576 -300 -34%
PFBT
418
Parkside Financial Bank & Trust
Missouri
$29K 550 +550 New
PCM
419
Penserra Capital Management
California
$28K 534 -10,598 -95%
VCM
420
Versant Capital Management
Arizona
$27K 523 – –
MMG
421
Monetary Management Group
Missouri
$27K 500 – –
PCP
422
Proficio Capital Partners
Massachusetts
$27K 509 +92 +22%
CWM
423
Cedar Wealth Management
California
$27K 500 +500 New
FIA
424
FNY Investment Advisers
New York
$26K 495 – –
AAMU
425
Amundi Asset Management US
Massachusetts
$25.9K 484,538 +159,477 +49%
15 16
17
18 19