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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
DekaBank Deutsche Girozentrale
301
DekaBank Deutsche Girozentrale
Germany
$299K +$86K +1,922 +42%
GI
302
GAMCO Investors
Connecticut
$292K
CGT
303
Capital Guardian Trust
California
$290K
GL
304
GLG LLC
New York
$285K -$117K -2,606 -30%
CC
305
Cipher Capital
New York
$279K -$839K -18,744 -76%
MYLI
306
Meiji Yasuda Life Insurance
Japan
$279K -$21.9K -490 -7%
NEPWA
307
New England Private Wealth Advisors
Massachusetts
$279K -$8.95K -200 -3%
PFPT
308
Pinnacle Financial Partners (Tennessee)
Tennessee
$279K +$23.5K +525 +9%
US Bancorp
309
US Bancorp
Minnesota
$278K +$851 +19 +0.3%
RA
310
Rational Advisors
New York
$276K -$1.78M -39,800 -87%
PL
311
Parkwood LLC
Ohio
$274K +$266K +5,951 New
PGFC
312
Peapack-Gladstone Financial Corp
New Jersey
$268K -$101K -2,250 -28%
PHK
313
Point72 Hong Kong
Hong Kong
$267K -$76.1K -1,699 -23%
FTIOP
314
Fiduciary Trust International of Pennsylvania
Pennsylvania
$265K +$40.3K +900 +19%
QT
315
Quantbot Technologies
New York
$262K -$691K -15,434 -73%
RWA
316
River Wealth Advisors
Pennsylvania
$259K
OMCS
317
Old Mutual Customised Solutions
South Africa
$253K +$71.6K +1,600 +41%
CIBC Asset Management
318
CIBC Asset Management
Ontario, Canada
$250K
UF
319
Univest Financial
Pennsylvania
$249K
VNA
320
Valley National Advisers
Pennsylvania
$248K
SCM
321
Stellar Capital Management
Arizona
$247K +$240K +5,364 New
IA
322
IFP Advisors
Florida
$233K +$163K +3,633 +257%
HTC
323
Haverford Trust Company
Pennsylvania
$228K
PFM
324
Parsec Financial Management
North Carolina
$228K
FIM
325
Freedom Investment Management
Connecticut
$226K -$14.9K -333 -6%