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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
DADC
276
D.A. Davidson & Co
Montana
$44K +$42.1K +1,461 +16,233%
QAM
277
QCI Asset Management
New York
$41K
MMG
278
Monetary Management Group
Missouri
$32K +$30.2K +1,050 New
WCBA
279
Weaver C. Barksdale & Associates
Tennessee
$31K -$1.06K -37 -3%
CFA
280
CT Financial Advisors
Pennsylvania
$29.3K +$38.9K +1,350 New
CP
281
Corbenic Partners
Pennsylvania
$29K
Asset Management One
282
Asset Management One
Japan
$29K +$27.2K +945 New
HI
283
Hudock Inc
Pennsylvania
$27K
Envestnet Asset Management
284
Envestnet Asset Management
Illinois
$23K +$21K +731 +1,740%
LFR
285
Lehman Financial Resources
Pennsylvania
$18K
FNBT
286
FineMark National Bank & Trust
Florida
$14K
EFSCE
287
Enterprise Financial Services Corp (EFSC)
Missouri
$13K
GAM
288
Gemmer Asset Management
California
$12K +$11.5K +399 New
TRCT
289
Tower Research Capital (TRC)
New York
$11K -$28.1K -975 -73%
CFN
290
Cordasco Financial Network
Florida
$10K
SF
291
Synovus Financial
Georgia
$10K
PAS
292
Partnervest Advisory Services
California
$8K -$432 -15 -5%
Manulife (Manufacturers Life Insurance)
293
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.68K -$17.4K -606 -0.2%
Parallax Volatility Advisers
294
Parallax Volatility Advisers
California
$6K -$3.6K -125 -40%
PMFA
295
Plante Moran Financial Advisors
Michigan
$5K
NES
296
New England Securities
New York
$5K +$1.78K +62 +54%
FMII
297
Farmers & Merchants Investments Inc
Nebraska
$4K
NSIM
298
North Star Investment Management
Illinois
$4K +$3.37K +117 New
SNT
299
Security National Trust
West Virginia
$3K
WEC
300
Winslow Evans & Crocker
Massachusetts
$2.46K