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UGI
UGI

Overview Fund Activity

331 hedge funds and large institutions have $4.58B invested in UGI in 2014 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 271 increasing their positions, 19 reducing their positions, and 32 closing their positions.

Holders
331
Holders Change
+3
Holders Change %
+0.91%
% of All Funds
9.61%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
39
Increased
271
Reduced
19
Closed
32
Calls
$40.8M
Puts
$1.47M
Net Calls
+$39.4M
Net Calls Change
-$1.99M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$636M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$447M
3
State Street
3
State Street
Massachusetts
$323M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$181M
5
BFA
5
BlackRock Fund Advisors
California
$173M

Top Sellers

1
FPP
1
Findlay Park Partners
United Kingdom
$0
2
Norges Bank
2
Norges Bank
Norway
$45.3M
3
Nordea Investment Management
3
Nordea Investment Management
Sweden
$0
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$0
5
ARC
5
Absolute Return Capital
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Millennium Management
201
Millennium Management
New York
$569K 16,703 -42,934 -72%
ACM
202
Ativo Capital Management
Illinois
$562K 16,494 +11,541 +233%
KAM
203
Keeley Asset Management
Illinois
$552K 16,200 +5,400 +50%
SCA
204
Salient Capital Advisors
Texas
$543K 15,930 +5,310 +50%
JG
205
Jefferies Group
New York
$537K 15,746 -2,823 -15%
WB
206
WesBanco Bank
West Virginia
$495K 14,546 +5,005 +52%
PAG
207
Private Advisor Group
New Jersey
$492K 14,427 +4,931 +52%
Cambridge Investment Research Advisors
208
Cambridge Investment Research Advisors
Iowa
$491K 14,415 +2,972 +26%
ISL
209
Ingalls & Snyder LLC
New York
$485K 14,250 +5,650 +66%
BCM
210
BlueCrest Capital Management
Jersey
$467K 13,700 +13,700 New
BCMU
211
BlueCrest Capital Management (UK)
Guernsey
$467K 13,700 +13,700 New
BJ
212
BlackRock Japan
Japan
$465K 13,645 +3,815 +39%
Thrivent Financial for Lutherans
213
Thrivent Financial for Lutherans
Minnesota
$460K 13,500 +4,600 +52%
SIM
214
Spark Investment Management
New York
$455K 13,350 +4,450 +50%
NPIT
215
National Penn Investors Trust
Pennsylvania
$443K 13,007 +4,335 +50%
B
216
Barings
North Carolina
$439K 12,882 +4,294 +50%
BFEC
217
Benjamin F. Edwards & Company
Missouri
$431K 12,636 +3,536 +39%
RFC
218
Regions Financial Corp
Alabama
$430K 12,600 -800 -6%
EWM
219
Evercore Wealth Management
New York
$417K 12,237 +3,978 +48%
OMCS
220
Old Mutual Customised Solutions
South Africa
$409K 12,000 +4,000 +50%
SFSIG
221
San Francisco Sentry Investment Group
California
$408K 11,982 +4,972 +71%
CBOA
222
Commonwealth Bank of Australia
Australia
$404K 11,841 +5,947 +101%
V
223
Veritable
Delaware
$402K 11,784 +3,927 +50%
JIC
224
Johnson Investment Counsel
Ohio
$395K 11,604 +3,868 +50%
CG
225
Clinton Group
New York
$389K 11,398 +11,398 New
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