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UGI
UGI

Overview Fund Activity

451 hedge funds and large institutions have $7.97B invested in UGI in 2019 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 133 increasing their positions, 179 reducing their positions, and 75 closing their positions.

Holders
451
Holders Change
-36
Holders Change %
-7.39%
% of All Funds
9.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
47
Increased
133
Reduced
179
Closed
75
Calls
$1.99M
Puts
$2.14M
Net Calls
-$148K
Net Calls Change
-$19.7M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.04B
2
Millennium Management
2
Millennium Management
New York
$79.3M
3
BlackRock
3
BlackRock
New York
$973M
4
APG Asset Management
4
APG Asset Management
Netherlands
$185M
5
Goldman Sachs
5
Goldman Sachs
New York
$113M

Top Sellers

1
AL
1
AJO LP
Pennsylvania
$0
2
EIP
2
Energy Income Partners
Connecticut
$0
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$84.5M
4
UH
4
Unigestion Holding
Switzerland
$0
5
DZ Bank
5
DZ Bank
Germany
$6.82M
Name Market Value Shares Shares
Change 		Shares
Change %
GCA
476
Gideon Capital Advisors
New York
– – -11,275 Closed
QCM
477
Quantinno Capital Management
New York
– – -9,272 Closed
CANY
478
Caxton Associates (New York)
New York
– – -8,711 Closed
CG
479
CFO4Life Group
Texas
– – -7,848 Closed
Jane Street
480
Jane Street
New York
– – -7,793 Closed
AIM
481
Assured Investment Management
New York
– – -7,261 Closed
Balyasny Asset Management
482
Balyasny Asset Management
Illinois
– – -6,492 Closed
JPMPWA
483
J.P. Morgan Private Wealth Advisors
California
– – -6,065 Closed
PSUF
484
People's United Financial
Connecticut
– – -5,982 Closed
BIAS
485
Beacon Investment Advisory Services
New Jersey
– – -5,696 Closed
BSAM
486
Blue Sky Asset Management
Colorado
– – -5,598 Closed
UF
487
Univest Financial
Pennsylvania
– – -5,400 Closed
DADC
488
D.A. Davidson & Co
Montana
– – -5,085 Closed
NC
489
NewSquare Capital
Pennsylvania
– – -4,905 Closed
TTWM
490
TCV Trust & Wealth Management
Virginia
– – -4,900 Closed
MIH
491
Madison Investment Holdings
Wisconsin
– – -4,500 Closed
Mariner
492
Mariner
Kansas
– – -4,210 Closed
SEC
493
Seven Eight Capital
New York
– – -4,161 Closed
BAMF
494
BI Asset Management Fondsmaeglerselskab
Denmark
– – -4,100 Closed
FNBTCON
495
First National Bank & Trust Co of Newtown
Pennsylvania
– – -3,708 Closed
HS
496
HighVista Strategies
Massachusetts
– – -3,700 Closed
FNT
497
First National Trust
Pennsylvania
– – -3,667 Closed
DT
498
Diversified Trust
Tennessee
– – -3,646 Closed
AP
499
Advisor Partners
California
– – -3,629 Closed
SFSIG
500
San Francisco Sentry Investment Group
California
– – -3,000 Closed
18 19
20
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