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429 hedge funds and large institutions have $6.77B invested in UGI in 2017 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 151 increasing their positions, 143 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more call options, than puts

Call options by funds: $14.7M | Put options by funds: $5.66M

57% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 23

8% more capital invested

Capital invested by funds: $6.25B → $6.77B (+$526M)

1.03% more ownership

Funds ownership: 78.34%79.37% (+1%)

6% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 143

1% more funds holding

Funds holding: 425429 (+4)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
429
Holders Change
+4
Holders Change %
+0.94%
% of All Funds
10.68%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
36
Increased
151
Reduced
143
Closed
23
Calls
$14.7M
Puts
$5.66M
Net Calls
+$9.06M
Net Calls Change
+$7.33M
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
251
Private Advisor Group
New Jersey
$599K +$147K +3,090 +35%
WAM
252
World Asset Management
Michigan
$580K +$6.51K +137 +1%
CIC
253
Carnegie Investment Counsel
Ohio
$561K
CTA
254
Chesley Taft & Associates
Illinois
$556K
Cambridge Investment Research Advisors
255
Cambridge Investment Research Advisors
Iowa
$548K +$1.9K +40 +0.4%
JIC
256
Johnson Investment Counsel
Ohio
$539K
Balyasny Asset Management
257
Balyasny Asset Management
Illinois
$529K -$5.32M -112,000 -91%
RCAMU
258
Rothschild & Co Asset Management US
Connecticut
$513K -$66.8K -1,405 -12%
Jane Street
259
Jane Street
New York
$505K +$485K +10,214 New
AA
260
ALPS Advisors
Colorado
$497K +$478K +10,063 New
Stifel Financial
261
Stifel Financial
Missouri
$495K +$1.76K +37 +0.4%
CIBC World Market
262
CIBC World Market
Ontario, Canada
$489K +$57.2K +1,204 +14%
NAP
263
New Amsterdam Partners
New York
$486K -$38.2K -803 -8%
HF
264
HRT Financial
New York
$486K +$468K +9,850 New
SEIA
265
Signature Estate & Investment Advisors
California
$472K +$85.5K +1,799 +23%
RC
266
RegentAtlantic Capital
New Jersey
$469K -$13.1K -275 -3%
ISL
267
Ingalls & Snyder LLC
New York
$466K -$5.94K -125 -1%
VKH
268
Virtu KCG Holdings
New York
$465K -$190K -3,989 -30%
EWM
269
Evercore Wealth Management
New York
$455K -$14.3K -300 -3%
CPIM
270
Columbia Partners Investment Management
Virginia
$449K -$475K -9,996 -52%
CNB
271
Camden National Bank
Maine
$446K -$41.4K -872 -9%
SLAM
272
Swiss Life Asset Management
$442K -$89.7K -1,888 -17%
GCA
273
Gideon Capital Advisors
New York
$439K +$422K +8,880 New
Skandinaviska Enskilda Banken (SEB)
274
Skandinaviska Enskilda Banken (SEB)
Sweden
$438K +$422K +8,873 New
BFO
275
Boston Family Office
Massachusetts
$437K