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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
CGT
301
Capital Guardian Trust
California
$311K
CC
302
Cipher Capital
New York
$310K +$9.7K +204 +3%
US Bancorp
303
US Bancorp
Minnesota
$308K +$10.1K +212 +4%
GL
304
GLG LLC
New York
$305K -$665 -14 -0.2%
NEPWA
305
New England Private Wealth Advisors
Massachusetts
$301K
GCP
306
GSA Capital Partners
United Kingdom
$298K -$394K -8,283 -58%
Schroder Investment Management Group
307
Schroder Investment Management Group
United Kingdom
$297K +$285K +6,000 New
RA
308
Rational Advisors
New York
$296K
PGFC
309
Peapack-Gladstone Financial Corp
New Jersey
$288K
LTFS
310
Ladenburg Thalmann Financial Services
Florida
$286K -$39K -821 -12%
RWA
311
River Wealth Advisors
Pennsylvania
$280K +$2.23K +47 +0.8%
IA
312
IFP Advisors
Florida
$275K +$24.9K +523 +10%
HCM
313
Highbridge Capital Management
New York
$275K +$265K +5,576 New
OMCS
314
Old Mutual Customised Solutions
South Africa
$272K
CIBC Asset Management
315
CIBC Asset Management
Ontario, Canada
$268K
UF
316
Univest Financial
Pennsylvania
$267K
TTWM
317
TCV Trust & Wealth Management
Virginia
$267K +$257K +5,400 New
PL
318
Parkwood LLC
Ohio
$266K -$27.4K -576 -10%
SCM
319
Stellar Capital Management
Arizona
$265K
CG
320
Colony Group
Massachusetts
$256K +$246K +5,176 New
ZIM
321
Zacks Investment Management
Illinois
$255K +$245K +5,160 New
FIM
322
Freedom Investment Management
Connecticut
$250K +$6.94K +146 +3%
HTC
323
Haverford Trust Company
Pennsylvania
$245K
HCM
324
Harvest Capital Management
New Hampshire
$243K
SFA
325
Sequoia Financial Advisors
Ohio
$243K