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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
PAG
276
Private Advisor Group
New Jersey
$410K -$41.9K -936 -9%
OI
277
Oakbrook Investments
Illinois
$410K +$4.48K +100 +1%
BFO
278
Boston Family Office
Massachusetts
$408K
FCBT
279
First Citizens Bank & Trust
North Carolina
$403K -$175K -3,913 -31%
N
280
Natixis
France
$402K +$391K +8,729 New
CIBC World Market
281
CIBC World Market
Ontario, Canada
$400K -$216K -4,836 -36%
PCM
282
Prelude Capital Management
New York
$399K +$388K +8,660 New
RFC
283
Regions Financial Corp
Alabama
$394K
Creative Planning
284
Creative Planning
Kansas
$394K +$5.33K +119 +1%
GH
285
GAM Holding
Switzerland
$392K +$161K +3,590 +73%
JIM
286
Jupiter Investment Management
United Kingdom
$387K +$376K +8,400 New
GLA
287
Great Lakes Advisors
Illinois
$380K -$2.08M -46,361 -85%
B
288
Barings
North Carolina
$370K
UCFA
289
United Capital Financial Advisors
Texas
$358K -$890K -19,891 -72%
SEIA
290
Signature Estate & Investment Advisors
California
$357K +$91.4K +2,041 +36%
CA
291
Commerzbank Aktiengesellschaft
Germany
$350K -$94.7K -2,115 -22%
Nordea Investment Management
292
Nordea Investment Management
Sweden
$349K +$173K +3,870 +105%
CFB
293
Cullen/Frost Bankers
Texas
$346K
SI
294
SII Investments
Wisconsin
$344K +$35.8K +800 +12%
FNT
295
First National Trust
Pennsylvania
$340K -$44.3K -990 -12%
ST
296
Sabal Trust
Florida
$339K
GWCM
297
Godshalk Welsh Capital Management
Pennsylvania
$332K
MYAM
298
Meiji Yasuda Asset Management
Japan
$329K -$4.48K -100 -1%
LTFS
299
Ladenburg Thalmann Financial Services
Florida
$307K -$6.4K -143 -2%
MA
300
MUFG Americas
New York
$302K +$7.52K +168 +3%