We are live on ! Find out more

488 hedge funds and large institutions have $7.77B invested in UGI in 2019 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 168 increasing their positions, 162 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,112% more call options, than puts

Call options by funds: $20.5M | Put options by funds: $926K

26% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 43

2% more funds holding

Funds holding: 479488 (+9)

4% more capital invested

Capital invested by funds: $7.47B → $7.77B (+$307M)

4% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 162

0.14% less ownership

Funds ownership: 81.04%80.9% (-0.14%)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
488
Holders Change
+9
Holders Change %
+1.88%
% of All Funds
10.56%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
54
Increased
168
Reduced
162
Closed
43
Calls
$20.5M
Puts
$926K
Net Calls
+$19.6M
Net Calls Change
+$10.9M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
351
Harvest Capital Management
New Hampshire
$273K
SFA
352
Sequoia Financial Advisors
Ohio
$272K
TTWM
353
TCV Trust & Wealth Management
Virginia
$272K
NC
354
NewSquare Capital
Pennsylvania
$272K +$14.5K +265 +6%
SCA
355
Stillwater Capital Advisors
Pennsylvania
$270K
PP
356
Paloma Partners
Connecticut
$262K -$213K -3,886 -45%
BEAM
357
Baker Ellis Asset Management
Washington
$261K -$483K -8,835 -65%
PIA
358
Piedmont Investment Advisors
North Carolina
$261K +$4.65K +85 +2%
SI
359
Stephens Inc
Arkansas
$256K +$44.9K +821 +22%
SGA
360
Strategic Global Advisors
California
$250K
BMC
361
Beaton Management Company
Massachusetts
$249K
MIH
362
Madison Investment Holdings
Wisconsin
$249K
FMT
363
First Mercantile Trust
Tennessee
$242K -$25.7K -470 -10%
VNA
364
Valley National Advisers
Pennsylvania
$238K
UCFA
365
United Capital Financial Advisors
Texas
$236K -$80.2K -1,466 -26%
Mariner
366
Mariner
Kansas
$233K +$230K +4,210 New
SEC
367
Seven Eight Capital
New York
$231K +$228K +4,161 New
MML Investors Services
368
MML Investors Services
Massachusetts
$228K +$225K +4,121 New
BAMF
369
BI Asset Management Fondsmaeglerselskab
Denmark
$227K -$328K -6,000 -59%
GVAG
370
Great Valley Advisor Group
Delaware
$219K
CC
371
Cannell & Co
New York
$216K
SGAM
372
Steinberg Global Asset Management
Florida
$215K
MFWM
373
Motley Fool Wealth Management
Virginia
$214K +$211K +3,860 New
CTC
374
Central Trust Company
Missouri
$210K -$4.1K -75 -2%
HFM
375
Hartford Financial Management
Connecticut
$208K