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UGI
UGI

Overview Fund Activity

451 hedge funds and large institutions have $7.97B invested in UGI in 2019 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 133 increasing their positions, 179 reducing their positions, and 75 closing their positions.

Holders
451
Holders Change
-36
Holders Change %
-7.39%
% of All Funds
9.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
47
Increased
133
Reduced
179
Closed
75
Calls
$1.99M
Puts
$2.14M
Net Calls
-$148K
Net Calls Change
-$19.7M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.04B
2
Millennium Management
2
Millennium Management
New York
$79.3M
3
BlackRock
3
BlackRock
New York
$973M
4
APG Asset Management
4
APG Asset Management
Netherlands
$185M
5
Goldman Sachs
5
Goldman Sachs
New York
$113M

Top Sellers

1
AL
1
AJO LP
Pennsylvania
$0
2
EIP
2
Energy Income Partners
Connecticut
$0
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$84.5M
4
UH
4
Unigestion Holding
Switzerland
$0
5
DZ Bank
5
DZ Bank
Germany
$6.82M
Name Market Value Shares Shares
Change 		Shares
Change %
LTFS
201
Ladenburg Thalmann Financial Services
Florida
$1.5M 27,969 +15,955 +133%
ARTA
202
A.R.T. Advisors
New York
$1.49M 27,972 +14,800 +112%
Mercer Global Advisors
203
Mercer Global Advisors
Colorado
$1.49M 27,850 +1,570 +6%
LPT
204
Legacy Private Trust
Wisconsin
$1.49M 27,806 -716 -3%
LSV Asset Management
205
LSV Asset Management
Illinois
$1.48M 27,722 – –
AAM
206
Advisors Asset Management
Colorado
$1.48M 27,648 +152 +0.6%
CBN
207
Cadence Bank NA
Texas
$1.43M 26,775 -5,485 -17%
ACM
208
Argyle Capital Management
Pennsylvania
$1.42M 26,650 – –
Toronto Dominion Bank
209
Toronto Dominion Bank
Ontario, Canada
$1.42M 53,050 +21,748 +69%
CT
210
Coastline Trust
Rhode Island
$1.41M 26,391 -125 -0.5%
GC
211
Globeflex Capital
California
$1.38M 25,829 -342 -1%
AG
212
Advisor Group
Arizona
$1.38M 25,773 +5,923 +30%
Tudor Investment Corp
213
Tudor Investment Corp
Connecticut
$1.35M 25,250 -1,652 -6%
BS
214
Boenning & Scattergood
Pennsylvania
$1.34M 25,150 -288 -1%
SCM
215
Sterling Capital Management
North Carolina
$1.33M 24,900 – –
CEP
216
Chicago Equity Partners
Illinois
$1.28M 24,030 +24,030 New
Mitsubishi UFJ Asset Management
217
Mitsubishi UFJ Asset Management
Japan
$1.28M 23,870 +2,118 +10%
EP
218
Elkfork Partners
Oregon
$1.25M 23,364 -13,002 -36%
Stifel Financial
219
Stifel Financial
Missouri
$1.24M 23,133 -1,752 -7%
DnB Asset Management
220
DnB Asset Management
Norway
$1.23M 23,051 -23,578 -51%
PI
221
PineBridge Investments
New York
$1.23M 22,960 +22,960 New
SRAM
222
Stone Ridge Asset Management
New York
$1.21M 22,737 +1,700 +8%
SAM
223
Shell Asset Management
Netherlands
$1.19M 22,232 -282 -1%
AI
224
Atria Investments
North Carolina
$1.12M 24,064 +24,064 New
SAM
225
Securian Asset Management
Minnesota
$1.12M 20,920 -169 -0.8%
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