298 hedge funds and large institutions have $3.5B invested in UGI in 2013 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 118 increasing their positions, 100 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
+17
Holders Change %
+6.05%
% of All Funds
9.67%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
36
Increased
118
Reduced
100
Closed
15
Calls
$67.7M
Puts
$3.01M
Net Calls
+$64.7M
Net Calls Change
+$5.63M
Name Holding Trade Value Shares
Change
Shares
Change %
CTA
226
Chesley Taft & Associates
Illinois
$333K
BC
227
Banced Corp
Illinois
$320K -$103K -3,947 -24%
WIS
228
Wright Investors Service
Connecticut
$313K -$278K -10,653 -47%
OMCS
229
Old Mutual Customised Solutions
South Africa
$313K -$43K -1,650 -12%
BBA
230
BLB&B Advisors
Pennsylvania
$306K -$43K -1,650 -12%
CCM
231
Cadence Capital Management
Massachusetts
$303K +$303K +11,604 New
JIC
232
Johnson Investment Counsel
Ohio
$302K -$38.9K -1,493 -11%
OI
233
Oakbrook Investments
Illinois
$298K -$58.6K -2,250 -16%
BFEC
234
Benjamin F. Edwards & Company
Missouri
$298K +$162K +6,202 +119%
V
235
Veritable
Delaware
$296K
HIS
236
Horizon Investment Services
Indiana
$287K +$54.6K +2,097 +24%
SFSIG
237
San Francisco Sentry Investment Group
California
$274K
LI
238
LMCG Investments
Massachusetts
$272K
TH
239
Timber Hill
Connecticut
$271K +$271K +10,406 New
VAM
240
Visium Asset Management
New York
$265K +$265K +10,142 New
BFO
241
Boston Family Office
Massachusetts
$254K
BCM
242
Bares Capital Management
Texas
$243K +$5.09K +195 +2%
KB
243
Kimelman & Baird
New York
$235K
FNB
244
First Niagara Bank
New York
$221K
ST
245
Sabal Trust
Florida
$219K
Axa
246
Axa
France
$219K
RJT
247
Raymond James Trust
Florida
$217K
WMSA
248
Weiss Multi-Strategy Advisers
New York
$215K +$215K +8,235 New
SCA
249
Salient Capital Advisors
Texas
$214K +$214K +8,217 New
CBOA
250
Commonwealth Bank of Australia
Australia
$210K -$58.7K -2,250 -22%