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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
VNA
326
Valley National Advisers
Pennsylvania
$238K -$26.7K -562 -10%
CCFCSB
327
Cape Cod Five Cents Savings Bank
Massachusetts
$235K
DWA
328
Douglass Winthrop Advisors
New York
$233K
PFPT
329
Pinnacle Financial Partners (Tennessee)
Tennessee
$232K -$64.4K -1,355 -22%
PCM
330
Prelude Capital Management
New York
$231K -$190K -3,988 -46%
RWM
331
RKL Wealth Management
Pennsylvania
$229K +$221K +4,648 New
FTIOP
332
Fiduciary Trust International of Pennsylvania
Pennsylvania
$222K -$59.5K -1,251 -22%
BUB
333
BBVA USA Bancshares
Texas
$222K -$7.46K -157 -3%
MIH
334
Madison Investment Holdings
Wisconsin
$222K
WSFS
335
Wilmington Savings Fund Society
Delaware
$215K +$207K +4,350 New
MSV
336
MN Services Vermogensbeheer
Netherlands
$214K +$13.3K +280 +6%
SGAM
337
Steinberg Global Asset Management
Florida
$204K +$196K +4,127 New
CC
338
Cannell & Co
New York
$203K +$195K +4,100 New
CTC
339
Central Trust Company
Missouri
$198K
HFM
340
Hartford Financial Management
Connecticut
$195K
WB
341
Webster Bank
Connecticut
$187K
RAM
342
Riggs Asset Management
Pennsylvania
$186K
BWA
343
Burt Wealth Advisors
Maryland
$178K
PCM
344
Penserra Capital Management
California
$168K +$14.1K +296 +10%
EOJOAM
345
E. Ohman J:or Asset Management
Sweden
$163K
LS
346
Livforsakringsbolaget Skandia
Sweden
$163K -$585K -12,300 -79%
IR
347
Invictus RG
Bermuda
$157K +$151K +3,187 New
LA
348
Legacy Advisors
Pennsylvania
$126K
SO
349
STRS Ohio
Ohio
$115K
FIB
350
First Interstate Bank
Montana
$111K