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UGI
UGI

Overview Fund Activity

487 hedge funds and large institutions have $7.77B invested in UGI in 2019 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 168 increasing their positions, 162 reducing their positions, and 43 closing their positions.

Holders
487
Holders Change
+8
Holders Change %
+1.67%
% of All Funds
10.56%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
53
Increased
168
Reduced
162
Closed
43
Calls
$20.5M
Puts
$926K
Net Calls
+$19.6M
Net Calls Change
+$10.9M

Top Buyers

1
CBOA
1
Commonwealth Bank of Australia
Australia
$151M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$84M
3
APG Asset Management
3
APG Asset Management
Netherlands
$150M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$124M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$42.5M

Top Sellers

1
AL
1
AJO LP
Pennsylvania
$61.3M
2
Man Group
2
Man Group
United Kingdom
$31.1M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$7.43M
4
EIP
4
Energy Income Partners
Connecticut
$60.6M
5
Skandinaviska Enskilda Banken (SEB)
5
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.18M
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Associates
126
T. Rowe Price Associates
Maryland
$5.54M 99,904 +2,871 +3%
BTS
127
BB&T Securities
Virginia
$5.5M 99,188 +1,500 +2%
SOAMC
128
Spirit of America Management Corp
New York
$5.39M 97,250 -24,750 -20%
Citigroup
129
Citigroup
New York
$5.28M 95,204 -41,039 -30%
MSA
130
Mason Street Advisors
Wisconsin
$5.12M 92,447 +1,386 +2%
Millennium Management
131
Millennium Management
New York
$5.06M 91,287 +55,548 +155%
AG
132
Aperio Group
California
$4.97M 89,689 -6,140 -6%
Janney Montgomery Scott
133
Janney Montgomery Scott
Pennsylvania
$4.88M 87,963 -566 -0.6%
Treasurer of the State of North Carolina
134
Treasurer of the State of North Carolina
North Carolina
$4.87M 87,928 +711 +0.8%
BFA
135
Bragg Financial Advisors
North Carolina
$4.83M 87,061 +290 +0.3%
SEI Investments
136
SEI Investments
Pennsylvania
$4.63M 81,436 -49 -0.1%
CRC
137
Curi RMB Capital
Illinois
$4.6M 82,962 -23,320 -22%
NEI
138
Northwest & Ethical Investments
Ontario, Canada
$4.57M 82,439 -1,889 -2%
PAMU
139
Pictet Asset Management (UK)
United Kingdom
$4.51M 81,420 +16,668 +26%
TA
140
Tiedemann Advisors
New York
$4.47M 80,121 -24,977 -24%
HighTower Advisors
141
HighTower Advisors
Illinois
$4.45M 80,336 -7,192 -8%
BCIM
142
British Columbia Investment Management
British Columbia, Canada
$4.36M 78,626 -59,552 -43%
ERSOT
143
Employees Retirement System of Texas
Texas
$4.27M 77,000 – –
KC
144
Kepos Capital
New York
$4.26M 76,799 -44,492 -37%
DCM
145
Dupont Capital Management
Delaware
$4.14M 74,644 -12,733 -15%
SDIC
146
South Dakota Investment Council
South Dakota
$4.11M 74,200 +9,000 +14%
RA
147
Royce & Associates
New York
$4.07M 73,400 -66,100 -47%
Carson Wealth (CWM LLC)
148
Carson Wealth (CWM LLC)
Nebraska
$4M 86,415 +86,394 +411,400%
OPERF
149
Oregon Public Employees Retirement Fund
Oregon
$3.86M 69,609 +1,554 +2%
PNC Financial Services Group
150
PNC Financial Services Group
Pennsylvania
$3.82M 68,979 -3,729 -5%
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