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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 %
PCA
501
Peddock Capital Advisors
Massachusetts
– – -1,654 Closed
QT
502
Quantamental Technologies
New York
– – -1,442 Closed
FL
503
Fort LP
Maryland
– – -1,277 Closed
CAL
504
Capital Analysts LLC
Pennsylvania
– – -900 Closed
Rockefeller Capital Management
505
Rockefeller Capital Management
New York
– – -746 Closed
SHIM
506
Stone House Investment Management
Pennsylvania
– – -705 Closed
WAM
507
Wealthspire Advisors (Maryland)
Maryland
– – -702 Closed
FHB
508
First Hawaiian Bank
Hawaii
– – -692 Closed
BWL
509
Bogart Wealth LLC
Virginia
– – -510 Closed
Loomis, Sayles & Company
510
Loomis, Sayles & Company
Massachusetts
– – -473 Closed
SWM
511
SeaCrest Wealth Management
New York
– – -450 Closed
CAM
512
Cresset Asset Management
Illinois
– – -262 Closed
TF
513
Tompkins Financial
New York
– – -212 Closed
AIA
514
Alera Investment Advisors
Illinois
– – -181 Closed
HFM
515
Harvest Fund Management
China
– – -156 Closed
AWM
516
AllSquare Wealth Management
New York
– – -100 Closed
WEC
517
Winslow Evans & Crocker
Massachusetts
– – -82 Closed
BGIM
518
Brandywine Global Investment Management
Pennsylvania
– – -76 Closed
PWM
519
PRW Wealth Management
Massachusetts
– – -53 Closed
PFGIA
520
Patriot Financial Group Insurance Agency
Massachusetts
– – -26 Closed
Marshall Wace
521
Marshall Wace
United Kingdom
– – -5 Closed
Group One Trading
522
Group One Trading
Illinois
– – – –
TAF
523
Tredje AP-fonden
Sweden
$0 1 – –
EAM
524
Erste Asset Management
Austria
– – – –
Walleye Trading
525
Walleye Trading
New York
– – – –
18 19 20
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