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425 hedge funds and large institutions have $6.25B invested in UGI in 2016 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 127 increasing their positions, 163 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more call options, than puts

Call options by funds: $7.34M | Put options by funds: $5.61M

15% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 41

2% more capital invested

Capital invested by funds: $6.11B → $6.25B (+$134M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.11% less ownership

Funds ownership: 78.44%78.34% (-0.11%)

1% less funds holding

Funds holding: 428425 (-3)

22% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 163

Holders
425
Holders Change
-3
Holders Change %
-0.7%
% of All Funds
10.63%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
47
Increased
127
Reduced
163
Closed
41
Calls
$7.34M
Puts
$5.61M
Net Calls
+$1.73M
Net Calls Change
+$3.39M
Name Holding Trade Value Shares
Change
Change in
Stake
HIS
226
Horizon Investment Services
Indiana
$859K -$492 -11 -0.1%
BT
227
Beacon Trust
New Jersey
$848K -$56K -1,250 -6%
GWM
228
Geneos Wealth Management
Colorado
$829K
SCA
229
Salient Capital Advisors
Texas
$826K
WA
230
Wheatland Advisors
Pennsylvania
$811K -$13.4K -300 -2%
Daiwa Securities Group
231
Daiwa Securities Group
Japan
$806K +$586K +13,100 +298%
LIA
232
LS Investment Advisors
Michigan
$798K +$31.4K +701 +4%
TAM
233
Tyers Asset Management
Texas
$785K +$763K +17,040 New
AAM
234
Aberdeen Asset Management
United Kingdom
$777K -$9.76K -218 -1%
CSS
235
Cubist Systematic Strategies
Connecticut
$766K -$1.73M -38,609 -70%
NA
236
Navellier & Associates
Nevada
$730K -$21.7K -484 -3%
MCM
237
Murphy Capital Management
New Jersey
$692K -$54.8K -1,225 -8%
AIM
238
Assured Investment Management
New York
$673K +$654K +14,603 New
GC
239
Gratus Capital
Georgia
$667K -$124K -2,777 -16%
LPL Financial
240
LPL Financial
California
$666K +$1.39K +31 +0.2%
GCP
241
GSA Capital Partners
United Kingdom
$659K +$185K +4,135 +41%
TI
242
Trexquant Investment
Connecticut
$654K +$331K +7,400 +109%
MFS
243
MSI Financial Services
Massachusetts
$652K
CI
244
Cavalier Investments
Georgia
$641K
IRF
245
IBM Retirement Fund
New York
$638K -$158K -3,538 -20%
WB
246
WesBanco Bank
West Virginia
$623K -$11.3K -252 -2%
VKH
247
Virtu KCG Holdings
New York
$617K -$283K -6,313 -32%
XK
248
Xact Kapitalforvaltning
Sweden
$612K +$96.2K +2,148 +19%
WJA
249
Williams Jones & Associates
New York
$608K
JCM
250
Jacobi Capital Management
Pennsylvania
$593K -$26.9K -600 -4%