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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
CFB
251
Cullen/Frost Bankers
Texas
$232K +$3.63K +126 +2%
MCC
252
Mid Continent Capital
Illinois
$228K
PFPT
253
Pinnacle Financial Partners (Tennessee)
Tennessee
$224K +$212K +7,380 New
RIL
254
Rothschild Investment LLC
Illinois
$223K
GG
255
Gofen & Glossberg
Illinois
$215K +$207K +7,200 New
PSI
256
Pinnacle Summer Investments
Virginia
$209K
PI
257
Placemark Investments
Illinois
$206K +$195K +6,785 New
DBT
258
Dubuque Bank & Trust
Iowa
$202K -$59.6K -2,070 -24%
EIM
259
Emerson Investment Management
Massachusetts
$202K +$191K +6,638 New
Axa
260
Axa
France
$201K -$51.8K -1,800 -21%
Teacher Retirement System of Texas
261
Teacher Retirement System of Texas
Texas
$191K -$2.94K -102 -2%
CTC
262
Central Trust Company
Missouri
$162K
HFM
263
Hartford Financial Management
Connecticut
$129K
LTFS
264
Ladenburg Thalmann Financial Services
Florida
$109K -$103K -3,568 -50%
MFS
265
MSI Financial Services
Massachusetts
$101K +$90.7K +3,150 +1,875%
PMAM
266
Picton Mahoney Asset Management
Ontario, Canada
$82K
WA
267
Waverly Advisors
Alabama
$82K +$77.7K +2,700 New
1IC
268
1919 Investment Counsel
Maryland
$78K
VIA
269
Vantage Investment Advisors
Pennsylvania
$67K
WRM
270
Westport Resources Management
Connecticut
$66K
PSUF
271
People's United Financial
Connecticut
$64K
Creative Planning
272
Creative Planning
Kansas
$60K +$10.3K +357 +22%
IMS
273
Index Management Solutions
Pennsylvania
$54K +$32.3K +1,121 +168%
KTC
274
Kistler-Tiffany Companies
Pennsylvania
$50K
BAM
275
Brave Asset Management
New Jersey
$46K