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307 hedge funds and large institutions have $4.16B invested in UGI in 2014 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 106 increasing their positions, 116 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

9,878% more call options, than puts

Call options by funds: $50M | Put options by funds: $501K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

33% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 24

13% more capital invested

Capital invested by funds: $3.68B → $4.16B (+$481M)

2.9% more ownership

Funds ownership: 116.64%119.55% (+2.9%)

1% more funds holding

Funds holding: 303307 (+4)

9% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 116

Holders
307
Holders Change
+4
Holders Change %
+1.32%
% of All Funds
8.87%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
32
Increased
106
Reduced
116
Closed
24
Calls
$50M
Puts
$501K
Net Calls
+$49.5M
Net Calls Change
-$6.54M
Name Holding Trade Value Shares
Change
Change in
Stake
RU
226
RobecoSam USA
New York
$365K +$346K +12,000 New
TH
227
Timber Hill
Connecticut
$361K +$12.5K +433 +4%
JIC
228
Johnson Investment Counsel
Ohio
$352K
V
229
Veritable
Delaware
$346K
ISL
230
Ingalls & Snyder LLC
New York
$346K +$328K +11,400 New
HSBC Holdings
231
HSBC Holdings
United Kingdom
$343K +$324K +11,270 New
CTA
232
Chesley Taft & Associates
Illinois
$342K -$43.2K -1,500 -12%
TAM
233
Tocqueville Asset Management
New York
$329K +$67.4K +2,340 +28%
ZCM
234
Zebra Capital Management
Connecticut
$324K -$96.9K -3,366 -24%
SFSIG
235
San Francisco Sentry Investment Group
California
$320K
CCM
236
Cadence Capital Management
Massachusetts
$313K -$19.4K -675 -6%
OI
237
Oakbrook Investments
Illinois
$292K -$16.2K -561 -6%
BFO
238
Boston Family Office
Massachusetts
$278K -$17.3K -600 -6%
SCA
239
Salient Capital Advisors
Texas
$276K
BCM
240
Bares Capital Management
Texas
$275K -$7.26K -252 -3%
KB
241
Kimelman & Baird
New York
$274K
JG
242
Jefferies Group
New York
$259K +$10.6K +367 +5%
FNB
243
First Niagara Bank
New York
$258K
BC
244
Banced Corp
Illinois
$257K -$78.9K -2,739 -24%
ACM
245
Ativo Capital Management
Illinois
$245K +$232K +8,070 New
Citigroup
246
Citigroup
New York
$236K -$3.1M -107,712 -93%
TC
247
TFS Capital
Pennsylvania
$235K +$222K +7,727 New
RJT
248
Raymond James Trust
Florida
$234K -$17.3K -600 -7%
ST
249
Sabal Trust
Florida
$233K -$21.6K -750 -9%
CBOA
250
Commonwealth Bank of Australia
Australia
$232K -$56.1K -1,950 -20%