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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 %
BCIM
126
British Columbia Investment Management
British Columbia, Canada
$4M 85,223 +13,605 +19%
Janney Montgomery Scott
127
Janney Montgomery Scott
Pennsylvania
$3.98M 84,715 +10,138 +14%
CCM
128
Channing Capital Management
Illinois
$3.78M 80,436 – –
BNP Paribas Financial Markets
129
BNP Paribas Financial Markets
France
$3.77M 80,381 -263,348 -77%
SEI Investments
130
SEI Investments
Pennsylvania
$3.72M 79,126 -1,819 -2%
RA
131
Royce & Associates
New York
$3.69M 78,642 +30,100 +62%
SG Americas Securities
132
SG Americas Securities
New York
$3.57M 75,951 +73,021 +2,492%
NEI
133
Northwest & Ethical Investments
Ontario, Canada
$3.54M 75,386 +33,263 +79%
Axa
134
Axa
France
$3.53M 75,200 – –
Susquehanna International Group
135
Susquehanna International Group
Pennsylvania
$3.51M 74,824 -53,063 -41%
Truist Financial
136
Truist Financial
North Carolina
$3.49M 74,232 -8,859 -11%
AIP
137
Ameritas Investment Partners
Nebraska
$3.43M 66,567 +100 +0.2%
OAM
138
Oxford Asset Management
United Kingdom
$3.36M 71,396 +71,396 New
LPT
139
Legacy Private Trust
Wisconsin
$3.33M 70,995 -4,350 -6%
VIA
140
Vident Investment Advisory
Georgia
$3.33M 70,849 +7,470 +12%
AP
141
AHL Partners
United Kingdom
$3.24M 68,973 -159,572 -70%
SDIC
142
South Dakota Investment Council
South Dakota
$3.06M 65,200 – –
OPERF
143
Oregon Public Employees Retirement Fund
Oregon
$3.04M 64,825 +1,002 +2%
SOMRS
144
State of Michigan Retirement System
Michigan
$2.92M 62,200 -3,000 -5%
USAA
145
United Services Automobile Association
Texas
$2.89M 61,536 +3,620 +6%
PAMU
146
Pictet Asset Management (UK)
United Kingdom
$2.87M 61,142 +2,742 +5%
Commonwealth Equity Services
147
Commonwealth Equity Services
Massachusetts
$2.81M 59,892 +1,824 +3%
Balyasny Asset Management
148
Balyasny Asset Management
Illinois
$2.79M 59,318 +12,437 +27%
SAM
149
Shell Asset Management
Netherlands
$2.76M 58,847 – –
RIM
150
Redpoint Investment Management
Australia
$2.72M 58,018 +58,018 New
4 5
6
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