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UGI
UGI

Overview Fund Activity

424 hedge funds and large institutions have $6.59B invested in UGI in 2017 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 145 increasing their positions, 157 reducing their positions, and 35 closing their positions.

Holders
424
Holders Change
-4
Holders Change %
-0.93%
% of All Funds
10.59%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
37
Increased
145
Reduced
157
Closed
35
Calls
$2.91M
Puts
$658K
Net Calls
+$2.25M
Net Calls Change
-$6.81M

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$369M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$54.7M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$35M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$24.7M
5
CBOA
5
Commonwealth Bank of Australia
Australia
$70.3M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$501M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$52.9M
3
BlackRock
3
BlackRock
New York
$801M
4
State Street
4
State Street
Massachusetts
$424M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$894M
Name Market Value Shares Shares
Change 		Shares
Change %
Nuveen Asset Management
426
Nuveen Asset Management
Illinois
– – -51,445 Closed
ACM
427
Americafirst Capital Management
California
– – -37,682 Closed
B
428
Barings
North Carolina
– – -16,070 Closed
JIC
429
Johnson Investment Counsel
Ohio
– – -10,923 Closed
Balyasny Asset Management
430
Balyasny Asset Management
Illinois
– – -10,700 Closed
HF
431
HRT Financial
New York
– – -9,850 Closed
NAP
432
New Amsterdam Partners
New York
– – -9,833 Closed
CPIM
433
Columbia Partners Investment Management
Virginia
– – -9,100 Closed
AL
434
Airain Ltd
Guernsey
– – -7,741 Closed
AGM
435
Alpine Global Management
New York
– – -7,192 Closed
SCM
436
Stevens Capital Management
Pennsylvania
– – -6,495 Closed
CA
437
Commerzbank Aktiengesellschaft
Germany
– – -6,303 Closed
CGT
438
Capital Guardian Trust
California
– – -6,300 Closed
HCM
439
Highbridge Capital Management
New York
– – -5,576 Closed
PL
440
Parkwood LLC
Ohio
– – -5,375 Closed
ZIM
441
Zacks Investment Management
Illinois
– – -5,160 Closed
DWA
442
Douglass Winthrop Advisors
New York
– – -4,725 Closed
PCM
443
Prelude Capital Management
New York
– – -4,672 Closed
BUB
444
BBVA USA Bancshares
Texas
– – -4,497 Closed
SGAM
445
Steinberg Global Asset Management
Florida
– – -4,127 Closed
CC
446
Cannell & Co
New York
– – -4,100 Closed
IR
447
Invictus RG
Bermuda
– – -3,187 Closed
AIM
448
Assured Investment Management
New York
– – -1,919 Closed
FMA
449
FNY Managed Accounts
New York
– – -720 Closed
Northwestern Mutual Wealth Management
450
Northwestern Mutual Wealth Management
Wisconsin
– – -517 Closed
15 16 17
18
19