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
VIA
351
Vantage Investment Advisors
Pennsylvania
$97K
SIM
352
Sonora Investment Management
Arizona
$86.4K
PSUF
353
People's United Financial
Connecticut
$83K
RFWA
354
RPg Family Wealth Advisory
Massachusetts
$82.9K
Fuller & Thaler Asset Management
355
Fuller & Thaler Asset Management
California
$81K
PCA
356
Peddock Capital Advisors
Massachusetts
$76K
FANJ
357
Financial Architects (New Jersey)
New Jersey
$74K
FPFS
358
First Personal Financial Services
North Carolina
$70K +$68.3K +1,525 New
EWM
359
Endurance Wealth Management
Rhode Island
$69K
NFG
360
Next Financial Group
Texas
$69K
Toronto Dominion Bank
361
Toronto Dominion Bank
Ontario, Canada
$69K +$492 +11 +0.7%
ANBT
362
American National Bank & Trust
Texas
$67K
NSB
363
Norway Savings Bank
Maine
$65K +$62.7K +1,400 New
QAM
364
QCI Asset Management
New York
$62K
HI
365
Hudock Inc
Pennsylvania
$50K +$45 +1 +0.1%
First Manhattan
366
First Manhattan
New York
$50K +$224 +5 +0.5%
MMG
367
Monetary Management Group
Missouri
$48K
TRCT
368
Tower Research Capital (TRC)
New York
$43K -$433K -9,675 -91%
BKA
369
Brick & Kyle Associates
Pennsylvania
$42K
CP
370
Corbenic Partners
Pennsylvania
$42K +$45 +1 +0.1%
CFA
371
CT Financial Advisors
Pennsylvania
$41.5K
BAM
372
Bruderman Asset Management
New York
$41K
M
373
MOTCO
Texas
$41K +$40.3K +900 New
FMTCOCP
374
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$40.4K +$39.2K +876 New
National Pension Service
375
National Pension Service
South Korea
$36K +$35.2K +787 New