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UGI
UGI

Overview Fund Activity

368 hedge funds and large institutions have $5.12B invested in UGI in 2014 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 113 increasing their positions, 124 reducing their positions, and 26 closing their positions.

Holders
368
Holders Change
+37
Holders Change %
+11.18%
% of All Funds
9.82%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
70
Increased
113
Reduced
124
Closed
26
Calls
$33.9M
Puts
$942K
Net Calls
+$33M
Net Calls Change
-$6.38M

Top Buyers

1
ACM
1
Americafirst Capital Management
California
$51.8M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$110M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$532M
4
NA
4
Navellier & Associates
Nevada
$34M
5
Victory Capital Management
5
Victory Capital Management
Texas
$23.3M

Top Sellers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$972K
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$649M
3
Deutsche Bank
3
Deutsche Bank
Germany
$175M
4
RA
4
Royce & Associates
New York
$2.6M
5
EIP
5
Energy Income Partners
Connecticut
$74M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
176
Commonwealth Equity Services
Massachusetts
$1.26M 33,122 +2,843 +9%
SFP
177
Santa Fe Partners
New Mexico
$1.2M 31,639 +31,639 New
Two Sigma Advisers
178
Two Sigma Advisers
New York
$1.19M 31,242 +31,242 New
DekaBank Deutsche Girozentrale
179
DekaBank Deutsche Girozentrale
Germany
$1.17M 30,066 – –
GMIM
180
General Motors Investment Management
New York
$1.16M 30,616 -1,955 -6%
AssetMark Inc
181
AssetMark Inc
California
$1.15M 30,270 +1,598 +6%
URS
182
Utah Retirement Systems
Utah
$1.13M 29,866 – –
HSBC Holdings
183
HSBC Holdings
United Kingdom
$1.13M 29,193 +7,761 +36%
CAL
184
Capital Analysts LLC
Pennsylvania
$1.13M 29,715 +1,367 +5%
GI
185
GAMCO Investors
Connecticut
$1.13M 29,681 +2,480 +9%
PP
186
PDT Partners
New York
$1.07M 28,050 -25,291 -47%
PRCM
187
Pine River Capital Management
Minnesota
$1.07M 28,040 – –
PCM
188
Prelude Capital Management
New York
$1.05M 27,623 +27,248 +7,266%
FCB
189
First Citizens Bancorporation
South Carolina
$1.02M 26,950 +26,950 New
CC
190
Columbia Capital
California
$1.02M 26,846 +26,846 New
FHA
191
First Horizon Advisors
Tennessee
$985K 25,738 -702 -3%
CPIM
192
Columbia Partners Investment Management
Virginia
$974K 25,660 +25,660 New
Allianz Asset Management
193
Allianz Asset Management
Germany
$972K 25,582 -2,507,079 -99%
AG
194
Aperio Group
California
$967K 25,462 +2,949 +13%
AIP
195
Ameritas Investment Partners
Nebraska
$963K 25,349 -358 -1%
HIS
196
Horizon Investment Services
Indiana
$927K 24,407 -85,121 -78%
ARC
197
Absolute Return Capital
Massachusetts
$923K 24,290 +24,290 New
SAM
198
Securian Asset Management
Minnesota
$916K 24,106 -239 -1%
PGFC
199
Peapack-Gladstone Financial Corp
New Jersey
$912K 24,002 +1,425 +6%
ST
200
Semper Trust
Pennsylvania
$809K 21,300 +12,900 +154%
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