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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 %
AQA
451
Alpha Quant Advisors
Texas
$17K – – –
CAM
452
Cresset Asset Management
Illinois
$15K +$5.1K +89 +51%
BCA
453
Berman Capital Advisors
Georgia
$15K +$13.2K +247 +748%
SBL
454
Sargent Bickham Lagudis
Colorado
$13K – – –
PA
455
Parallel Advisors
California
$13K +$511 +9 +4%
GEA
456
Glen Eagle Advisors
New Jersey
$12.5K – – –
TF
457
Tompkins Financial
New York
$12K – – –
TAIM
458
TD Ameritrade Investment Management
Nebraska
$11K +$485 +9 +5%
BAMG
459
Brand Asset Management Group
Missouri
$11K +$11K +190 New
EWM
460
Executive Wealth Management
Michigan
$10K – – –
AIA
461
Alera Investment Advisors
Illinois
$10K +$1.88K +34 +23%
HFM
462
Harvest Fund Management
China
$9K -$17.8K -309 -66%
NL
463
NVWM LLC
Pennsylvania
$9K – – –
S
464
SignatureFD
Georgia
$9K +$2.81K +50 +45%
EARNEST Partners
465
EARNEST Partners
Georgia
$8K – – –
FMII
466
Farmers & Merchants Investments Inc
Nebraska
$7K – – –
WEC
467
Winslow Evans & Crocker
Massachusetts
$6K – – –
AWM
468
AllSquare Wealth Management
New York
$6K – – –
First Manhattan
469
First Manhattan
New York
$5K – – –
ST
470
Smithfield Trust
Pennsylvania
$5K – – –
BGIM
471
Brandywine Global Investment Management
Pennsylvania
$5K +$5K +76 New
FGAM
472
Financial Gravity Asset Management
Texas
$5K +$5K +89 New
GT
473
Glenmede Trust
Pennsylvania
$3.81K -$382 -6,899 -9%
HIM
474
Hillsdale Investment Management
Ontario, Canada
$3K -$2.4K -40 -44%
DSC
475
Duncker Streett & Co
Missouri
$3K – – –
17 18
19
20 21