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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 %
DSC
476
Duncker Streett & Co
Missouri
$3K – – –
TWA
477
TCI Wealth Advisors
Arizona
$3K – – –
PWM
478
PRW Wealth Management
Massachusetts
$3K – – –
BFEC
479
Benjamin F. Edwards & Company
Missouri
$3K +$180 +3 +6%
TIM
480
Tortoise Investment Management
New York
$1K – – –
PFGIA
481
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$1K +26 New
RCAG
482
Rehmann Capital Advisory Group
Michigan
$886 +$277 +5 +45%
SGI
483
Summit Global Investments
Utah
– -$7.76M -145,520 Closed
ZIM
484
Zacks Investment Management
Illinois
– -$2.4M -44,972 Closed
CIC
485
Cornercap Investment Counsel
Georgia
– -$1.91M -35,865 Closed
BA
486
Bridgewater Associates
Connecticut
– -$1.89M -35,399 Closed
EGM
487
Engineers Gate Manager
New York
– -$1.4M -26,291 Closed
SFI
488
Susquehanna Fundamental Investments
Pennsylvania
– -$1.21M -22,700 Closed
JG
489
Jefferies Group
New York
– -$1.08M -20,213 Closed
JIR
490
James Investment Research
Ohio
– -$1.02M -19,200 Closed
WG
491
Winton Group
United Kingdom
– -$858K -16,082 Closed
KTA
492
Keeley-Teton Advisors
Illinois
– -$783K -14,671 Closed
LWCFA
493
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$747K -14,000 Closed
WIS
494
Wright Investors Service
Connecticut
– -$735K -13,776 Closed
LCM
495
Laurion Capital Management
New York
– -$691K -12,958 Closed
VI
496
Versor Investments
New York
– -$640K -12,000 Closed
SCM
497
Stevens Capital Management
Pennsylvania
– -$617K -11,558 Closed
Walleye Trading
498
Walleye Trading
New York
– -$547K -10,247 Closed
Calamos Advisors
499
Calamos Advisors
Illinois
– -$456K -8,555 Closed
WCM
500
Weld Capital Management
New York
– -$454K -8,506 Closed
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