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UGI
UGI

Overview Fund Activity

479 hedge funds and large institutions have $7.47B invested in UGI in 2018 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 168 increasing their positions, 141 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
+12
Holders Change %
+2.57%
% of All Funds
10.69%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
66
Increased
168
Reduced
141
Closed
50
Calls
$9.44M
Puts
$827K
Net Calls
+$8.61M
Net Calls Change
+$9.33M

Top Buyers

1
APG Asset Management
APG Asset Management
Netherlands
+$78.9M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$67.2M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$47M
4
Invesco
Invesco
Georgia
+$32.2M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$28.7M

Top Sellers

1
First Eagle Investment Management
First Eagle Investment Management
New York
-$131M
2
CBOA
Commonwealth Bank of Australia
Australia
-$38.8M
3
EIP
Energy Income Partners
Connecticut
-$36.7M
4
Wells Fargo
Wells Fargo
California
-$22.8M
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$21M
Name Holding Trade Value Shares
Change 		Shares
Change %
QC
501
Quadrature Capital
United Kingdom
– -$299K -5,388 Closed
HS
502
HighVista Strategies
Massachusetts
– -$261K -4,700 Closed
Wolverine Trading
503
Wolverine Trading
Illinois
– -$223K -4,028 Closed
PGFC
504
Peapack-Gladstone Financial Corp
New Jersey
– -$217K -3,924 Closed
FNBTCON
505
First National Bank & Trust Co of Newtown
Pennsylvania
– -$206K -3,708 Closed
MFWM
506
Motley Fool Wealth Management
Virginia
– -$205K -3,692 Closed
BBA
507
BLB&B Advisors
Pennsylvania
– -$205K -3,692 Closed
AP
508
Advisor Partners
California
– -$203K -3,659 Closed
OC
509
Oppenheimer & Co
New York
– -$203K -3,650 Closed
DT
510
Diversified Trust
Tennessee
– -$202K -3,639 Closed
LA
511
Legacy Advisors
Pennsylvania
– -$142K -2,551 Closed
FL
512
Fort LP
Maryland
– -$98K -1,772 Closed
OWA
513
One Wealth Advisors
California
– -$88K -1,575 Closed
CG
514
Cutler Group
California
– -$68K -1,241 Closed
SWP
515
Stratos Wealth Partners
Ohio
– -$66K -1,187 Closed
APP
516
Avantax Planning Partners
Iowa
– -$50K -900 Closed
TG
517
TLP Group
Illinois
– -$26K -460 Closed
CAG
518
Csenge Advisory Group
Florida
– -$22K -403 Closed
CPIG
519
Chicago Partners Investment Group
Illinois
– -$11K -200 Closed
GP
520
Girard Partners
Pennsylvania
– -$11K -200 Closed
CFD
521
Creative Financial Designs
Indiana
– -$10K -188 Closed
AF
522
Advisornet Financial
Minnesota
– -$7K -124 Closed
ECM
523
Exchange Capital Management
Michigan
– -$4K -70 Closed
GI
524
Gradient Investments
Minnesota
– -$2K -34 Closed
SPIA
525
Steward Partners Investment Advisory
New York
– -$1K -24 Closed
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