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UGI
UGI

Overview Fund Activity

508 hedge funds and large institutions have $8.06B invested in UGI in 2019 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 210 increasing their positions, 109 reducing their positions, and 56 closing their positions.

Holders
508
Holders Change
+57
Holders Change %
+12.64%
% of All Funds
11.16%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
115
Increased
210
Reduced
109
Closed
56
Calls
$8.6M
Puts
$19.4M
Net Calls
-$10.8M
Net Calls Change
-$10.6M

Top Buyers

1
Mitsubishi UFJ Trust & Banking
1
Mitsubishi UFJ Trust & Banking
Japan
$221M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.11B
3
BlackRock
3
BlackRock
New York
$1.08B
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.08B
5
Invesco
5
Invesco
Georgia
$154M

Top Sellers

1
CBOA
1
Commonwealth Bank of Australia
Australia
$0
2
APG Asset Management
2
APG Asset Management
Netherlands
$108M
3
Millennium Management
3
Millennium Management
New York
$13.6M
4
Goldman Sachs
4
Goldman Sachs
New York
$60.3M
5
California Public Employees Retirement System
5
California Public Employees Retirement System
California
$28.4M
Name Market Value Shares Shares
Change 		Shares
Change %
AW
476
Alpha Windward
Massachusetts
$8K 152 – –
EARNEST Partners
477
EARNEST Partners
Georgia
$8K 153 – –
WEC
478
Winslow Evans & Crocker
Massachusetts
$8K 140 +140 New
FMII
479
Farmers & Merchants Investments Inc
Nebraska
$6K 124 – –
SWM
480
Selective Wealth Management
Virginia
$6K 111 +111 New
AA
481
AlphaMark Advisors
Kentucky
$6K 127 +127 New
PW
482
Price Wealth
Texas
$5K 104 – –
PFBT
483
Parkside Financial Bank & Trust
Missouri
$5K 93 – –
CAW
484
Cornerstone Advisors (Washington)
Washington
$4K 80 -312 -80%
SFA
485
Semmax Financial Advisors
North Carolina
$4K 71 +71 New
PA
486
Parallel Advisors
California
$3K 59 -130 -69%
AIS
487
Accurate Investment Solutions
Pennsylvania
$3K 55 – –
TWA
488
TCI Wealth Advisors
Arizona
$3K 51 – –
GWS
489
Glassman Wealth Services
Virginia
$3K 58 +54 +1,350%
FWM
490
Focused Wealth Management
New York
$3K 55 +55 New
BFC
491
Bedel Financial Consulting
Indiana
$3K 63 +63 New
BCA
492
Berman Capital Advisors
Georgia
$2K 57 -119 -68%
HIM
493
Hillsdale Investment Management
Ontario, Canada
$2K 40 -10 -20%
TFO
494
Tarbox Family Office
California
$2K 31 – –
SIS
495
Sound Income Strategies
Florida
$2K 36 +36 New
TFA
496
Toth Financial Advisory
Virginia
$2K 40 +40 New
FGAM
497
Financial Gravity Asset Management
Texas
$1K 18 -11 -38%
TIM
498
Tortoise Investment Management
New York
$1K 21 – –
CFG
499
Citizens Financial Group
Rhode Island
$1K 18 +18 New
GFPC
500
Global Financial Private Capital
Florida
$1K 24 +24 New
18 19
20
21 22