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UGI
UGI

Overview Fund Activity

467 hedge funds and large institutions have $7.73B invested in UGI in 2018 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 162 increasing their positions, 138 reducing their positions, and 36 closing their positions.

Holders
467
Holders Change
+19
Holders Change %
+4.24%
% of All Funds
10.69%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
58
Increased
162
Reduced
138
Closed
36
Calls
$2.84M
Puts
$3.55M
Net Calls
-$718K
Net Calls Change
-$3.73M

Top Buyers

1
AL
1
AJO LP
Pennsylvania
$151M
2
DZ Bank
2
DZ Bank
Germany
$48.9M
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$37.7M
4
Man Group
4
Man Group
United Kingdom
$69M
5
HAI
5
Hennessy Advisors Inc
California
$42.2M

Top Sellers

1
CBOA
1
Commonwealth Bank of Australia
Australia
$76.2M
2
First Eagle Investment Management
2
First Eagle Investment Management
New York
$325M
3
Millennium Management
3
Millennium Management
New York
$11.5M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$84.6M
5
Prudential Financial
5
Prudential Financial
New Jersey
$118M
Name Market Value Shares Shares
Change 		Shares
Change %
S
451
SignatureFD
Georgia
$6K 110 – –
AWM
452
AllSquare Wealth Management
New York
$6K 100 – –
SNT
453
Security National Trust
West Virginia
$6K 105 – –
TAIM
454
TD Ameritrade Investment Management
Nebraska
$6K 102 +102 New
HIM
455
Hillsdale Investment Management
Ontario, Canada
$5K 90 -20 -18%
ST
456
Smithfield Trust
Pennsylvania
$5K 85 – –
ECM
457
Exchange Capital Management
Michigan
$4K 70 +70 New
TWA
458
TCI Wealth Advisors
Arizona
$3K 51 – –
DSC
459
Duncker Streett & Co
Missouri
$3K 55 – –
AIS
460
Accurate Investment Solutions
Pennsylvania
$3K 55 – –
GI
461
Gradient Investments
Minnesota
$2K 34 – –
SPIA
462
Steward Partners Investment Advisory
New York
$1K 24 – –
TIM
463
Tortoise Investment Management
New York
$1K 21 – –
Carson Wealth (CWM LLC)
464
Carson Wealth (CWM LLC)
Nebraska
$1K 25 +25 New
RCAG
465
Rehmann Capital Advisory Group
Michigan
$610 11 +11 New
HCM
466
Highbridge Capital Management
New York
– – -108,181 Closed
ARTA
467
A.R.T. Advisors
New York
– – -79,100 Closed
AG
468
Algert Global
California
– – -54,179 Closed
PIA
469
Piedmont Investment Advisors
North Carolina
– – -53,750 Closed
OTPPB
470
Ontario Teachers' Pension Plan Board
Ontario, Canada
– – -52,470 Closed
PDN
471
Pensionfund DSM Netherlands
Netherlands
– – -52,100 Closed
MC
472
Menta Capital
California
– – -50,676 Closed
Jane Street
473
Jane Street
New York
– – -43,269 Closed
PS
474
Pensionfund Sabic
Netherlands
– – -37,500 Closed
Franklin Resources
475
Franklin Resources
California
– – -25,747 Closed
17 18
19
20 21