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UGI
307 hedge funds and large institutions have $4.16B invested in UGI in 2014 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 106 increasing their positions, 116 reducing their positions, and 24 closing their positions.
New
Increased
Maintained
Reduced
Closed
9,878% more call options, than puts
Call options by funds: $50M | Put options by funds: $501K
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
33% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 24
13% more capital invested
Capital invested by funds: $3.68B → $4.16B (+$481M)
2.9% more ownership
Funds ownership: 116.64% → 119.55% (+2.9%)
1% more funds holding
Funds holding: 303 → 307 (+4)
9% less repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 116
Holders
307
Holders Change
+4
Holders Change %
+1.32%
% of All Funds
8.87%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
32
Increased
106
Reduced
116
Closed
24
Calls
$50M
Puts
$501K
Net Calls
+$49.5M
Net Calls Change
-$6.54M
Top Buyers
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$94.1M |
| 2 |
UBS AM
Chicago,
Illinois
|
+$48.9M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$41.6M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$23.7M |
| 5 |
JP Morgan Chase
New York
|
+$17.8M |
Top Sellers
| 1 |
Bank of New York Mellon
New York
|
-$32.1M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$31.8M |
| 3 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$16.9M |
| 4 |
IG
ING Group
Amsterdam,
Netherlands
|
-$14.3M |
| 5 |
FPP
Findlay Park Partners
London,
United Kingdom
|
-$13.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
326
Schroder Investment Management Group
London,
United Kingdom
| – | -$33.2K | -1,200 | Closed |
|
|
LIA
327
LS Investment Advisors
Bloomfield Hills,
Michigan
| – | -$17K | -600 | Closed |
|
|
RNS
328
Robert N. Shapiro
| – | -$10K | -345 | Closed |
|
|
PIA
329
Piedmont Investment Advisors
Durham,
North Carolina
| – | -$1.82K | -66 | Closed |
|
|
BCMIO
330
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
| – | +$230 | +8 | New |
|