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UGI
UGI

Overview Fund Activity

508 hedge funds and large institutions have $8.06B invested in UGI in 2019 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 210 increasing their positions, 109 reducing their positions, and 56 closing their positions.

Holders
508
Holders Change
+57
Holders Change %
+12.64%
% of All Funds
11.16%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
115
Increased
210
Reduced
109
Closed
56
Calls
$8.6M
Puts
$19.4M
Net Calls
-$10.8M
Net Calls Change
-$10.6M

Top Buyers

1
Mitsubishi UFJ Trust & Banking
1
Mitsubishi UFJ Trust & Banking
Japan
$221M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.11B
3
BlackRock
3
BlackRock
New York
$1.08B
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.08B
5
Invesco
5
Invesco
Georgia
$154M

Top Sellers

1
CBOA
1
Commonwealth Bank of Australia
Australia
$0
2
APG Asset Management
2
APG Asset Management
Netherlands
$108M
3
Millennium Management
3
Millennium Management
New York
$13.6M
4
Goldman Sachs
4
Goldman Sachs
New York
$60.3M
5
California Public Employees Retirement System
5
California Public Employees Retirement System
California
$28.4M
Name Market Value Shares Shares
Change 		Shares
Change %
BWP
201
Baldwin Wealth Partners
Massachusetts
$1.51M 29,996 +29,996 New
SFI
202
Susquehanna Fundamental Investments
Pennsylvania
$1.51M 29,963 +17,963 +150%
Mitsubishi UFJ Asset Management
203
Mitsubishi UFJ Asset Management
Japan
$1.48M 29,509 +5,639 +24%
BA
204
Bristlecone Advisors
Washington
$1.47M 29,310 -977 -3%
NFG
205
Next Financial Group
Texas
$1.46M 28,853 -7,088 -20%
Mercer Global Advisors
206
Mercer Global Advisors
Colorado
$1.46M 29,015 +1,165 +4%
PA
207
Profund Advisors
Maryland
$1.44M 28,565 -217 -0.8%
EIA
208
Edgemoor Investment Advisors
Maryland
$1.4M 27,844 +27,844 New
LSV Asset Management
209
LSV Asset Management
Illinois
$1.39M 27,722 – –
LPT
210
Legacy Private Trust
Wisconsin
$1.39M 27,586 -220 -0.8%
ONB
211
Old National Bancorp
Indiana
$1.38M 27,425 +27,425 New
BS
212
Boenning & Scattergood
Pennsylvania
$1.36M 26,990 +1,840 +7%
RIM
213
Redpoint Investment Management
Australia
$1.35M 26,837 -26,749 -50%
CBN
214
Cadence Bank NA
Texas
$1.35M 26,836 +61 +0.2%
CT
215
Coastline Trust
Rhode Island
$1.35M 26,798 +407 +2%
ACM
216
Argyle Capital Management
Pennsylvania
$1.34M 26,650 – –
Creative Planning
217
Creative Planning
Kansas
$1.31M 26,071 +14,905 +133%
AAM
218
Advisors Asset Management
Colorado
$1.28M 25,531 -2,117 -8%
SCM
219
Sterling Capital Management
North Carolina
$1.25M 24,900 – –
Cambridge Investment Research Advisors
220
Cambridge Investment Research Advisors
Iowa
$1.25M 24,878 +16,759 +206%
QC
221
Quadrature Capital
United Kingdom
$1.23M 24,370 +24,370 New
SG Americas Securities
222
SG Americas Securities
New York
$1.22M 24,278 -68,390 -74%
EP
223
Elkfork Partners
Oregon
$1.19M 23,694 +330 +1%
BCM
224
Brookstone Capital Management
Illinois
$1.19M 23,616 -18,549 -44%
Skandinaviska Enskilda Banken (SEB)
225
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.18M 23,520 +2,900 +14%
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