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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 %
Fuller & Thaler Asset Management
401
Fuller & Thaler Asset Management
California
$101K +$33.3K +600 +49%
RFWA
402
RPg Family Wealth Advisory
Massachusetts
$99.8K – – –
PCA
403
Peddock Capital Advisors
Massachusetts
$92K – – –
ASN
404
Advisory Services Network
Georgia
$85K +$3.04K +55 +4%
NFG
405
Next Financial Group
Texas
$83K -$34.5K -623 -29%
LS
406
Livforsakringsbolaget Skandia
Sweden
$83K – – –
NFH
407
NEXT Financial Holdings
Texas
$83K +$83K +1,500 New
RFA
408
Reilly Financial Advisors
California
$80K +$278 +5 +0.3%
QT
409
Quantamental Technologies
New York
$80K +$80K +1,442 New
QAM
410
QCI Asset Management
New York
$74K – – –
FL
411
Fort LP
Maryland
$71K +$71K +1,277 New
HI
412
Hudock Inc
Pennsylvania
$68K +$110 +2 +0.2%
VFA
413
Valeo Financial Advisors
Indiana
$63K – – –
AIL
414
AGF Investments LLC
Ontario, Canada
$55K -$18.5K -334 -25%
WT
415
Whittier Trust
California
$55K +$614 +11 +1%
QCG
416
Quadrant Capital Group
Ohio
$54K +$47.1K +892 +681%
SNT
417
Security National Trust
West Virginia
$50K +$44.2K +795 +757%
CAL
418
Capital Analysts LLC
Pennsylvania
$49K – – –
NSB
419
Norway Savings Bank
Maine
$48K – – –
IA
420
IFP Advisors
Florida
$45K -$9.27K -165 -17%
FHA
421
Flagship Harbor Advisors
Massachusetts
$43K +$164 +3 +0.4%
FIA
422
FNY Investment Advisers
New York
$43K +$15.7K +286 +58%
TL
423
TrueWealth LLC
Georgia
$42K – – –
Rockefeller Capital Management
424
Rockefeller Capital Management
New York
$41K +$41K +746 New
HWA
425
Heritage Wealth Advisors
Virginia
$40.6K – – –
15 16
17
18 19