UGI icon

UGI
UGI

Overview Fund Activity

479 hedge funds and large institutions have $7.47B invested in UGI in 2018 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 168 increasing their positions, 141 reducing their positions, and 50 closing their positions.

Holders
479
Holders Change
+12
Holders Change %
+2.57%
% of All Funds
10.69%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
66
Increased
168
Reduced
141
Closed
50
Calls
$9.44M
Puts
$827K
Net Calls
+$8.61M
Net Calls Change
+$9.33M

Top Buyers

1
APG Asset Management
1
APG Asset Management
Netherlands
$119M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.02B
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$55.2M
4
Invesco
4
Invesco
Georgia
$66.4M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$33M

Top Sellers

1
First Eagle Investment Management
1
First Eagle Investment Management
New York
$181M
2
CBOA
2
Commonwealth Bank of Australia
Australia
$34.2M
3
EIP
3
Energy Income Partners
Connecticut
$83.4M
4
Wells Fargo
4
Wells Fargo
California
$56.1M
5
Diamond Hill Capital Management
5
Diamond Hill Capital Management
Ohio
$102M
Name Market Value Shares Shares
Change 		Shares
Change %
Baird Financial Group
176
Baird Financial Group
Wisconsin
$2.28M 42,790 -2,786 -6%
MERSOM
177
Municipal Employees' Retirement System of Michigan
Michigan
$2.23M 41,780 +41,780 New
RJA
178
Raymond James & Associates
Florida
$2.21M 41,441 -9,396 -18%
FRAF
179
Första AP-fonden
Sweden
$2.08M 39,000 -15,400 -28%
GIBU
180
Gulf International Bank (UK)
United Kingdom
$2.07M 38,824 -16,000 -29%
Commonwealth Equity Services
181
Commonwealth Equity Services
Massachusetts
$2.03M 38,089 +473 +1%
Envestnet Asset Management
182
Envestnet Asset Management
Illinois
$1.94M 36,368 +36,368 New
VWA
183
V Wealth Advisors
Kansas
$1.93M 35,387 +488 +1%
CIC
184
Cornercap Investment Counsel
Georgia
$1.91M 35,865 +35,865 New
Millennium Management
185
Millennium Management
New York
$1.91M 35,739 -170,834 -83%
BA
186
Bridgewater Associates
Connecticut
$1.89M 35,399 +35,399 New
NMERB
187
New Mexico Educational Retirement Board
New Mexico
$1.88M 35,200 -5,400 -13%
GHCM
188
Glen Harbor Capital Management
California
$1.82M 34,170 +1,088 +3%
AB
189
Amalgamated Bank
New York
$1.82M 34,034 -279 -0.8%
FTIOP
190
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.81M 34,000 – –
Mirae Asset Global Investments
191
Mirae Asset Global Investments
South Korea
$1.8M 33,709 +13,845 +70%
CGH
192
Crossmark Global Holdings
Texas
$1.79M 33,509 -435 -1%
NMIMC
193
Northwestern Mutual Investment Management Company
Wisconsin
$1.75M 32,863 +93 +0.3%
URS
194
Utah Retirement Systems
Utah
$1.72M 32,166 +100 +0.3%
CBN
195
Cadence Bank NA
Texas
$1.71M 32,033 +214 +0.7%
GIA
196
Gateway Investment Advisers
Ohio
$1.71M 32,043 +32,043 New
TYCC
197
Texas Yale Capital Corp
Florida
$1.65M 30,950 – –
COPPSERS
198
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.63M 30,506 -4,818 -14%
Zurich Cantonal Bank
199
Zurich Cantonal Bank
Switzerland
$1.61M 30,100 – –
GC
200
Globeflex Capital
California
$1.58M 29,538 +1,409 +5%
6 7
8
9 10