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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
Voloridge Investment Management
251
Voloridge Investment Management
Florida
$582K +$566K +12,632 New
V
252
Veritable
Delaware
$572K
SEC
253
Seven Eight Capital
New York
$568K +$552K +12,333 New
RCAMU
254
Rothschild & Co Asset Management US
Connecticut
$543K +$56.5K +1,261 +12%
SMDAM
255
Sumitomo Mitsui DS Asset Management
Japan
$541K -$7.25K -162 -1%
WAM
256
World Asset Management
Michigan
$534K -$25.4K -567 -5%
CIC
257
Carnegie Investment Counsel
Ohio
$528K
Citadel Advisors
258
Citadel Advisors
Florida
$526K -$117K -2,613 -19%
CTA
259
Chesley Taft & Associates
Illinois
$518K
GS
260
GAM Systematic
United Kingdom
$517K -$105K -2,336 -17%
Cambridge Investment Research Advisors
261
Cambridge Investment Research Advisors
Iowa
$509K +$22.2K +496 +5%
JIC
262
Johnson Investment Counsel
Ohio
$503K -$4.48K -100 -0.9%
SLAM
263
Swiss Life Asset Management
$499K +$485K +10,827 New
Assenagon Asset Management
264
Assenagon Asset Management
Luxembourg
$491K +$477K +10,661 New
NAP
265
New Amsterdam Partners
New York
$490K -$5.05M -112,711 -91%
ZCM
266
Zebra Capital Management
Connecticut
$488K +$474K +10,597 New
Stifel Financial
267
Stifel Financial
Missouri
$462K +$58.7K +1,311 +15%
SCM
268
Shelton Capital Management
Colorado
$457K +$444K +9,913 New
CNB
269
Camden National Bank
Maine
$456K +$443K +9,902 New
RC
270
RegentAtlantic Capital
New Jersey
$450K -$17.9K -400 -4%
ISL
271
Ingalls & Snyder LLC
New York
$440K -$101K -2,250 -19%
EWM
272
Evercore Wealth Management
New York
$438K -$88.5K -1,978 -17%
PG
273
PEAK6 Group
Illinois
$429K -$219K -4,902 -34%
AG
274
Advisor Group
Arizona
$428K -$406K -9,065 -49%
Tudor Investment Corp
275
Tudor Investment Corp
Connecticut
$419K +$30.7K +686 +8%