447 hedge funds and large institutions have $6.11B invested in UGI in 2018 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 153 increasing their positions, 148 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
447
Holders Change
-4
Holders Change %
-0.89%
% of All Funds
10.26%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
48
Increased
153
Reduced
148
Closed
46
Calls
$17.3M
Puts
$2.34M
Net Calls
+$14.9M
Net Calls Change
-$2.76M
Name Holding Trade Value Shares
Change
Shares
Change %
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$38M -$2.67M -60,069 -7%
Assenagon Asset Management
27
Assenagon Asset Management
Luxembourg
$37.2M +$36.7M +826,584 +7,896%
Bank of America
28
Bank of America
North Carolina
$35.1M +$5M +112,545 +17%
Principal Financial Group
29
Principal Financial Group
Iowa
$33.9M +$1.21M +27,266 +4%
MAM
30
Martingale Asset Management
Massachusetts
$30.7M +$294K +6,626 +1%
Russell Investments Group
31
Russell Investments Group
United Kingdom
$29.3M +$9.89M +222,733 +51%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$28.3M +$14.7M +331,838 +109%
UBS AM
33
UBS AM
Illinois
$28M +$2.17M +48,807 +8%
Morgan Stanley
34
Morgan Stanley
New York
$27.2M +$2.31M +52,005 +9%
D.E. Shaw & Co
35
D.E. Shaw & Co
New York
$26.8M +$15.4M +347,409 +136%
RP
36
Reinhart Partners
Wisconsin
$24.8M +$5.17M +116,310 +26%
Swiss National Bank
37
Swiss National Bank
Switzerland
$24.6M -$3.71M -83,600 -13%
TCIM
38
TIAA CREF Investment Management
New York
$23.3M +$3.56M +80,233 +18%
Invesco
39
Invesco
Georgia
$23M -$37.6M -846,829 -62%
Ameriprise
40
Ameriprise
Minnesota
$22.4M -$239K -5,385 -1%
HCM
41
Howland Capital Management
Massachusetts
$21.7M -$164K -3,700 -0.8%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$21.2M -$100K -2,257 -0.5%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$20.1M +$2.32M +52,300 +13%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$19.7M +$63.9K +1,439 +0.3%
HIM
45
Hermes Investment Management
United Kingdom
$17.9M +$2.71M +61,092 +18%
Legal & General Group
46
Legal & General Group
United Kingdom
$16.6M +$882K +19,847 +6%
GF
47
Gabelli Funds
New York
$16.1M
Allianz Asset Management
48
Allianz Asset Management
Germany
$15.9M +$14.1M +316,683 +755%
Canada Pension Plan Investment Board
49
Canada Pension Plan Investment Board
Ontario, Canada
$15.8M -$11.8M -265,100 -43%
GC
50
Guggenheim Capital
Illinois
$15.7M +$2.17M +48,910 +16%