We are live on ! Find out more

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
HCM
326
Harvest Capital Management
New Hampshire
$226K
SFA
327
Sequoia Financial Advisors
Ohio
$226K
CCFCSB
328
Cape Cod Five Cents Savings Bank
Massachusetts
$219K
DWA
329
Douglass Winthrop Advisors
New York
$218K
BUB
330
BBVA USA Bancshares
Texas
$215K -$13.1K -293 -6%
NI
331
Numeric Investors
Massachusetts
$212K -$1.58M -35,200 -88%
QC
332
Quadrature Capital
United Kingdom
$208K +$202K +4,514 New
MIH
333
Madison Investment Holdings
Wisconsin
$207K
MSV
334
MN Services Vermogensbeheer
Netherlands
$190K
CTC
335
Central Trust Company
Missouri
$184K
HFM
336
Hartford Financial Management
Connecticut
$182K
Macquarie Group
337
Macquarie Group
Australia
$180K -$22.4K -500 -11%
RAM
338
Riggs Asset Management
Pennsylvania
$174K
WB
339
Webster Bank
Connecticut
$174K +$169K +3,778 New
BWA
340
Burt Wealth Advisors
Maryland
$166K
EOJOAM
341
E. Ohman J:or Asset Management
Sweden
$152K
PCM
342
Penserra Capital Management
California
$143K +$19.9K +444 +17%
FNBT
343
FineMark National Bank & Trust
Florida
$138K
QI
344
QS Investors
New York
$134K
LA
345
Legacy Advisors
Pennsylvania
$118K +$114K +2,551 New
Envestnet Asset Management
346
Envestnet Asset Management
Illinois
$110K -$946K -21,122 -90%
SO
347
STRS Ohio
Ohio
$107K -$14.2K -318 -12%
FIB
348
First Interstate Bank
Montana
$104K
KTC
349
Kistler-Tiffany Companies
Pennsylvania
$103K
AIM
350
Acrospire Investment Management
Illinois
$97K -$8.95K -200 -9%