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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
CCM
276
Channing Capital Management
Illinois
$649K
WA
277
Wheatland Advisors
Pennsylvania
$637K
AG
278
AlphaSimPlex Group
Massachusetts
$635K +$626K +11,452 New
Cambridge Investment Research Advisors
279
Cambridge Investment Research Advisors
Iowa
$631K -$3.28K -60 -0.5%
GCA
280
Gideon Capital Advisors
New York
$625K +$617K +11,275 New
Verition Fund Management
281
Verition Fund Management
Connecticut
$619K +$242K +4,418 +65%
FCBT
282
First Citizens Bank & Trust
North Carolina
$604K +$162K +2,962 +37%
WB
283
WesBanco Bank
West Virginia
$600K -$6.84K -125 -1%
SMDAM
284
Sumitomo Mitsui DS Asset Management
Japan
$593K
WAM
285
World Asset Management
Michigan
$584K +$72.6K +1,328 +14%
MWNA
286
Marshall Wace North America
New York
$584K +$537K +9,817 +1,375%
CIC
287
Carnegie Investment Counsel
Ohio
$582K
MCM
288
Murphy Capital Management
New Jersey
$562K -$94.4K -1,725 -15%
US Bancorp
289
US Bancorp
Minnesota
$560K +$67.8K +1,239 +14%
II
290
IFM Investors
Australia
$560K +$94.4K +1,725 +21%
CSS
291
Cubist Systematic Strategies
Connecticut
$549K -$931K -17,010 -63%
CAPTRUST Financial Advisors
292
CAPTRUST Financial Advisors
North Carolina
$537K -$63.6K -1,163 -11%
FIM
293
Freedom Investment Management
Connecticut
$533K -$50.3K -920 -9%
CTA
294
Chesley Taft & Associates
Illinois
$532K
PAM
295
Panagora Asset Management
Massachusetts
$531K -$700K -12,799 -57%
HSA
296
HBK Sorce Advisory
Pennsylvania
$529K +$3.23K +59 +0.6%
OI
297
Oakbrook Investments
Illinois
$526K
QCM
298
Quantinno Capital Management
New York
$514K +$111K +2,021 +28%
OSIA
299
O'Shares Investment Advisers
Massachusetts
$503K -$57.2K -1,046 -10%
MYAM
300
Meiji Yasuda Asset Management
Japan
$502K -$164K -3,000 -25%