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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
SP
301
Symmetry Partners
Connecticut
$492K +$292K +5,346 +151%
CANY
302
Caxton Associates (New York)
New York
$483K +$477K +8,711 New
6M
303
6 Meridian
Kansas
$481K -$24.5K -447 -5%
CIBC Asset Management
304
CIBC Asset Management
Ontario, Canada
$470K +$126K +2,312 +38%
CNB
305
Camden National Bank
Maine
$468K -$2.73K -50 -0.6%
TU
306
TDAM USA
Ontario, Canada
$461K -$87.5K -1,600 -16%
SSA
307
Schonfeld Strategic Advisors
New York
$449K +$443K +8,100 New
CG
308
CFO4Life Group
Texas
$435K -$13.2K -241 -3%
Jane Street
309
Jane Street
New York
$432K -$872K -15,933 -67%
CFB
310
Cullen/Frost Bankers
Texas
$417K
BFO
311
Boston Family Office
Massachusetts
$416K
RC
312
RegentAtlantic Capital
New Jersey
$412K +$711 +13 +0.2%
GH
313
GAM Holding
Switzerland
$404K -$516K -9,441 -56%
AIM
314
Assured Investment Management
New York
$402K +$358K +6,551 +923%
Mirae Asset Global Investments
315
Mirae Asset Global Investments
South Korea
$388K -$1.46M -26,712 -79%
RFC
316
Regions Financial Corp
Alabama
$382K -$32.7K -598 -8%
ST
317
Sabal Trust
Florida
$382K -$16.4K -300 -4%
WSFS
318
Wilmington Savings Fund Society
Delaware
$381K -$101K -1,840 -21%
FHA
319
First Horizon Advisors
Tennessee
$371K -$3.47M -63,436 -90%
Daiwa Securities Group
320
Daiwa Securities Group
Japan
$370K
MFG
321
Magnus Financial Group
New York
$368K
WI
322
Wintrust Investments
Illinois
$365K
Balyasny Asset Management
323
Balyasny Asset Management
Illinois
$360K -$3.41M -62,298 -91%
AB
324
AT Bancorp
Iowa
$357K -$102K -1,868 -22%
BA
325
Boston Advisors
Massachusetts
$354K -$380K -6,950 -52%