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488 hedge funds and large institutions have $7.77B invested in UGI in 2019 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 168 increasing their positions, 162 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,112% more call options, than puts

Call options by funds: $20.5M | Put options by funds: $926K

26% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 43

2% more funds holding

Funds holding: 479488 (+9)

4% more capital invested

Capital invested by funds: $7.47B → $7.77B (+$307M)

4% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 162

0.14% less ownership

Funds ownership: 81.04%80.9% (-0.14%)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
488
Holders Change
+9
Holders Change %
+1.88%
% of All Funds
10.56%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
54
Increased
168
Reduced
162
Closed
43
Calls
$20.5M
Puts
$926K
Net Calls
+$19.6M
Net Calls Change
+$10.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
251
Franklin Resources
California
$879K -$45.1K -825 -5%
DTL
252
Dynamic Technology Lab
Singapore
$849K +$838K +15,325 New
ACM
253
AlphaCrest Capital Management
New York
$848K +$579K +10,589 +225%
TRCT
254
Tower Research Capital (TRC)
New York
$832K +$821K +15,016 +300,320%
SO
255
STRS Ohio
Ohio
$822K -$139K -2,533 -15%
KBC Group
256
KBC Group
Belgium
$815K +$25.2K +461 +3%
DILIC
257
Dai-ichi Life Insurance Company
Japan
$814K
GC
258
Gratus Capital
Georgia
$802K
LIA
259
LS Investment Advisors
Michigan
$768K -$15.6K -285 -2%
DA
260
Denali Advisors
California
$765K +$755K +13,800 New
V
261
Veritable
Delaware
$757K +$821 +15 +0.1%
PAG
262
Private Advisor Group
New Jersey
$747K -$25.9K -473 -3%
WJA
263
Williams Jones & Associates
New York
$732K
ARTA
264
A.R.T. Advisors
New York
$730K +$721K +13,172 New
William Blair Investment Management
265
William Blair Investment Management
Illinois
$717K +$25.4K +464 +4%
SG Americas Securities
266
SG Americas Securities
New York
$700K -$2.77M -50,628 -80%
MIAN
267
Mariner Independent Advisor Network
Kansas
$699K -$93.2K -1,703 -12%
FRM
268
Fox Run Management
Connecticut
$693K +$684K +12,503 New
OAC
269
OMERS Administration Corp
Ontario, Canada
$689K +$656K +12,000 New
BNP Paribas Asset Management
270
BNP Paribas Asset Management
France
$687K -$323K -5,898 -32%
Citadel Advisors
271
Citadel Advisors
Florida
$685K +$677K +12,367 New
Creative Planning
272
Creative Planning
Kansas
$684K +$4.92K +90 +0.7%
LTFS
273
Ladenburg Thalmann Financial Services
Florida
$665K +$45.7K +835 +7%
VIA
274
Vident Investment Advisory
Georgia
$660K -$2.88M -52,709 -82%
DIM
275
DC Investments Management
Virginia
$656K