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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
KTC
351
Kistler-Tiffany Companies
Pennsylvania
$110K
PHK
352
Point72 Hong Kong
Hong Kong
$109K -$171K -3,590 -62%
VIA
353
Vantage Investment Advisors
Pennsylvania
$104K
AIM
354
Assured Investment Management
New York
$95K -$603K -12,684 -87%
Toronto Dominion Bank
355
Toronto Dominion Bank
Ontario, Canada
$94K +$18.6K +392 +26%
SIM
356
Sonora Investment Management
Arizona
$92.6K
PSUF
357
People's United Financial
Connecticut
$89K
RFWA
358
RPg Family Wealth Advisory
Massachusetts
$88.9K
Fuller & Thaler Asset Management
359
Fuller & Thaler Asset Management
California
$86K
PCA
360
Peddock Capital Advisors
Massachusetts
$82K
Envestnet Asset Management
361
Envestnet Asset Management
Illinois
$80K -$36.1K -760 -32%
FANJ
362
Financial Architects (New Jersey)
New Jersey
$80K
FPFS
363
First Personal Financial Services
North Carolina
$75K
NFG
364
Next Financial Group
Texas
$75K
EWM
365
Endurance Wealth Management
Rhode Island
$74K
ANBT
366
American National Bank & Trust
Texas
$72K
NSB
367
Norway Savings Bank
Maine
$69K
QAM
368
QCI Asset Management
New York
$66K
QT
369
Quantbot Technologies
New York
$60K -$213K -4,475 -79%
First Manhattan
370
First Manhattan
New York
$54K +$95 +2 +0.2%
HI
371
Hudock Inc
Pennsylvania
$54K +$95 +2 +0.2%
MMG
372
Monetary Management Group
Missouri
$52K
SEC
373
Seven Eight Capital
New York
$51K -$537K -11,300 -92%
IUHSA
374
Itau Unibanco Holding S.A.
Brazil
$51K +$49.5K +1,042 New
PCP
375
Proficio Capital Partners
Massachusetts
$50K +$24K +506 +101%