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UGI
UGI

Overview Fund Activity

451 hedge funds and large institutions have $6.33B invested in UGI in 2017 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 138 increasing their positions, 151 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
+37
Holders Change %
+8.94%
% of All Funds
10.24%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
67
Increased
138
Reduced
151
Closed
29
Calls
$17.9M
Puts
$216K
Net Calls
+$17.7M
Net Calls Change
+$5.31M

Top Buyers

1
CBOA
Commonwealth Bank of Australia
Australia
$162M
2
APG Asset Management
APG Asset Management
Netherlands
$102M
3
BlackRock
BlackRock
New York
$780M
4
RP
Reinhart Partners
Wisconsin
$20.7M
5
Two Sigma Investments
Two Sigma Investments
New York
$19.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$65.8M
2
AQR Capital Management
AQR Capital Management
Connecticut
$142M
3
NFA
Nationwide Fund Advisors
Ohio
$0
4
First Trust Advisors
First Trust Advisors
Illinois
$34.6M
5
JIM
Jupiter Investment Management
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EARNEST Partners
426
EARNEST Partners
Georgia
$7K +$7K +153 New
NL
427
NVWM LLC
Pennsylvania
$7K +$7K +158 New
FMII
428
Farmers & Merchants Investments Inc
Nebraska
$6K – – –
PMFA
429
Plante Moran Financial Advisors
Michigan
$6K – – –
AF
430
Advisornet Financial
Minnesota
$6K +$6K +124 New
SNT
431
Security National Trust
West Virginia
$5K – – –
PWM
432
Paulson Wealth Management
Illinois
$5K +$5K +97 New
OPWM
433
Oak Point Wealth Management
Michigan
$5K +$5K +100 New
SPI
434
Santori & Peters Inc
Pennsylvania
$5K +$5K +134 New
BTIS
435
BB&T Investment Services
North Carolina
$4K -$9K -153 -69%
OFS
436
Orrstown Financial Services
Pennsylvania
$4K -$449 -10 -10%
IWM
437
IHT Wealth Management
Illinois
$4K – – –
ST
438
Smithfield Trust
Pennsylvania
$4K +$4K +85 New
WEC
439
Winslow Evans & Crocker
Massachusetts
$3.8K – – –
BFEC
440
Benjamin F. Edwards & Company
Missouri
$3K -$1.07K -25 -26%
DSC
441
Duncker Streett & Co
Missouri
$3K – – –
AIS
442
Accurate Investment Solutions
Pennsylvania
$3K – – –
HIM
443
Hillsdale Investment Management
Ontario, Canada
$3K +$500 +10 +20%
PGA
444
Premia Global Advisors
Florida
$3K +$3K +85 New
TWA
445
TCI Wealth Advisors
Arizona
$2K – – –
IAS
446
INR Advisory Services
Pennsylvania
$2K +$38 +1 +2%
BBHC
447
Brown Brothers Harriman & Co
New York
$2K +$2K +35 New
CG
448
Cutler Group
California
$2K +$2K +50 New
TIM
449
Tortoise Investment Management
New York
$1K +$1K +21 New
FGC
450
Financial Gravity Companies
Texas
$1K +$1K +32 New
16 17
18
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