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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
FCBT
276
First Citizens Bank & Trust
North Carolina
$421K -$10.9K -230 -3%
GH
277
GAM Holding
Switzerland
$420K
SI
278
SII Investments
Wisconsin
$420K +$53.9K +1,134 +15%
Creative Planning
279
Creative Planning
Kansas
$412K -$10.1K -212 -2%
RFC
280
Regions Financial Corp
Alabama
$403K -$18.2K -382 -4%
FRM
281
Fox Run Management
Connecticut
$400K -$884K -18,600 -70%
GLA
282
Great Lakes Advisors
Illinois
$396K -$10.7K -225 -3%
QI
283
QS Investors
New York
$396K +$242K +5,100 +175%
AL
284
Airain Ltd
Guernsey
$382K +$368K +7,741 New
Nordea Investment Management
285
Nordea Investment Management
Sweden
$374K
CFB
286
Cullen/Frost Bankers
Texas
$371K
OI
287
Oakbrook Investments
Illinois
$363K -$73.7K -1,550 -17%
ST
288
Sabal Trust
Florida
$363K
UCFA
289
United Capital Financial Advisors
Texas
$360K -$22.3K -470 -6%
Macquarie Group
290
Macquarie Group
Australia
$357K +$158K +3,329 +85%
GWCM
291
Godshalk Welsh Capital Management
Pennsylvania
$356K
AGM
292
Alpine Global Management
New York
$355K +$342K +7,192 New
CI
293
Cigna Investments
Connecticut
$354K -$1.2M -25,259 -78%
AG
294
Advisor Group
Arizona
$354K -$102K -2,154 -23%
FNT
295
First National Trust
Pennsylvania
$350K -$14.3K -300 -4%
MA
296
MUFG Americas
New York
$325K
SCM
297
Stevens Capital Management
Pennsylvania
$321K +$309K +6,495 New
GI
298
GAMCO Investors
Connecticut
$313K
DTL
299
Dynamic Technology Lab
Singapore
$313K +$301K +6,338 New
CA
300
Commerzbank Aktiengesellschaft
Germany
$311K -$61.7K -1,298 -17%