447 hedge funds and large institutions have $6.11B invested in UGI in 2018 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 153 increasing their positions, 148 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
447
Holders Change
-4
Holders Change %
-0.89%
% of All Funds
10.26%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
48
Increased
153
Reduced
148
Closed
46
Calls
$17.3M
Puts
$2.34M
Net Calls
+$14.9M
Net Calls Change
-$2.76M
Name Holding Trade Value Shares
Change
Shares
Change %
NEI
126
Northwest & Ethical Investments
Ontario, Canada
$4.03M +$679K +15,276 +20%
T. Rowe Price Associates
127
T. Rowe Price Associates
Maryland
$3.99M +$158K +3,551 +4%
Janney Montgomery Scott
128
Janney Montgomery Scott
Pennsylvania
$3.99M +$223K +5,027 +6%
Caisse de Depot et Placement du Quebec (CDPQ)
129
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$3.92M -$1.84M -41,500 -32%
OAM
130
Oxford Asset Management
United Kingdom
$3.88M +$703K +15,831 +22%
BFA
131
Bragg Financial Advisors
North Carolina
$3.87M
MSA
132
Mason Street Advisors
Wisconsin
$3.86M +$70.8K +1,593 +2%
QT
133
Quantbot Technologies
New York
$3.8M +$3.8M +85,597 New
Squarepoint
134
Squarepoint
New York
$3.79M -$717K -16,136 -16%
TA
135
Tiedemann Advisors
New York
$3.75M +$2.18M +48,910 +140%
Federated Hermes
136
Federated Hermes
Pennsylvania
$3.71M -$652K -14,675 -15%
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$3.68M -$165K -3,723 -4%
AG
138
Aperio Group
California
$3.66M -$238K -5,350 -6%
Bank of Montreal
139
Bank of Montreal
Ontario, Canada
$3.66M -$173K -3,890 -5%
SEI Investments
140
SEI Investments
Pennsylvania
$3.46M -$54.9K -1,235 -2%
Arrowstreet Capital
141
Arrowstreet Capital
Massachusetts
$3.2M +$2.44M +54,873 +320%
Rafferty Asset Management
142
Rafferty Asset Management
New York
$3.04M +$3.04M +68,372 New
Truist Financial
143
Truist Financial
North Carolina
$3.04M -$261K -5,888 -8%
AIP
144
Ameritas Investment Partners
Nebraska
$2.97M +$18.9K +425 +0.6%
HSBC Holdings
145
HSBC Holdings
United Kingdom
$2.97M -$994K -22,385 -25%
OPERF
146
Oregon Public Employees Retirement Fund
Oregon
$2.9M +$19.1K +430 +0.7%
SDIC
147
South Dakota Investment Council
South Dakota
$2.9M
PAMU
148
Pictet Asset Management (UK)
United Kingdom
$2.85M +$133K +3,000 +5%
SOMRS
149
State of Michigan Retirement System
Michigan
$2.8M +$40K +900 +1%
PDN
150
Pensionfund DSM Netherlands
Netherlands
$2.8M +$2.8M +63,000 New