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UGI
UGI

Overview Fund Activity

451 hedge funds and large institutions have $6.33B invested in UGI in 2017 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 138 increasing their positions, 151 reducing their positions, and 29 closing their positions.

Holders
451
Holders Change
+37
Holders Change %
+8.94%
% of All Funds
10.24%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
67
Increased
138
Reduced
151
Closed
29
Calls
$17.9M
Puts
$216K
Net Calls
+$17.7M
Net Calls Change
+$5.31M

Top Buyers

1
CBOA
1
Commonwealth Bank of Australia
Australia
$162M
2
APG Asset Management
2
APG Asset Management
Netherlands
$102M
3
BlackRock
3
BlackRock
New York
$780M
4
RP
4
Reinhart Partners
Wisconsin
$20.7M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$19.9M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$65.8M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$142M
3
NFA
3
Nationwide Fund Advisors
Ohio
$0
4
First Trust Advisors
4
First Trust Advisors
Illinois
$34.6M
5
JIM
5
Jupiter Investment Management
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SOAMC
101
Spirit of America Management Corp
New York
$5.46M 116,300 – –
RJFSA
102
Raymond James Financial Services Advisors
Florida
$5.42M 115,464 +635 +0.6%
Nisa Investment Advisors
103
Nisa Investment Advisors
Missouri
$5.23M 111,430 +4,448 +4%
Grantham, Mayo, Van Otterloo & Co (GMO)
104
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$5.2M 110,700 +20,300 +22%
MIM
105
MetLife Investment Management
New Jersey
$5.14M 109,555 +109,555 New
DZ Bank
106
DZ Bank
Germany
$5.08M 108,168 +844 +0.8%
BA
107
Boston Advisors
Massachusetts
$4.9M 104,436 +2,321 +2%
Squarepoint
108
Squarepoint
New York
$4.76M 101,463 +17,983 +22%
FAF
109
Fjarde Ap-fonden
Sweden
$4.76M 101,361 +21,807 +27%
MWNA
110
Marshall Wace North America
New York
$4.67M 99,441 -153,101 -61%
Federated Hermes
111
Federated Hermes
Pennsylvania
$4.61M 98,245 -12,778 -12%
FM
112
Foster & Motley
Ohio
$4.57M 97,222 -3,022 -3%
Citigroup
113
Citigroup
New York
$4.38M 93,168 +56,261 +152%
TD Asset Management
114
TD Asset Management
Ontario, Canada
$4.37M 93,044 +13,300 +17%
AAMU
115
Amundi Asset Management US
Massachusetts
$4.36M 92,786 +92,786 New
HSBC Holdings
116
HSBC Holdings
United Kingdom
$4.19M 89,250 +3,620 +4%
AG
117
Aperio Group
California
$4.12M 87,812 +25,160 +40%
WBC
118
Westpac Banking Corp
Australia
$4.09M 87,090 +5,745 +7%
BFA
119
Bragg Financial Advisors
North Carolina
$4.09M 87,009 +498 +0.6%
PP
120
Pegasus Partners
Wisconsin
$4.07M 86,687 +86,687 New
PNC Financial Services Group
121
PNC Financial Services Group
Pennsylvania
$4.07M 86,597 +336 +0.4%
Bank of Montreal
122
Bank of Montreal
Ontario, Canada
$4.05M 86,263 -3,533 -4%
T. Rowe Price Associates
123
T. Rowe Price Associates
Maryland
$4.05M 86,187 +14,833 +21%
Barclays
124
Barclays
United Kingdom
$4.05M 86,190 +23,958 +38%
MSA
125
Mason Street Advisors
Wisconsin
$4.01M 85,306 -746 -0.9%
3 4
5
6 7