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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
ClearBridge Investments
376
ClearBridge Investments
New York
$35K
LWM
377
LBA Wealth Management
Florida
$34K
GI
378
Gradient Investments
Minnesota
$33K
WCBA
379
Weaver C. Barksdale & Associates
Tennessee
$33K +$5.46K +122 +20%
WT
380
Whittier Trust
California
$28K
VCM
381
Versant Capital Management
Arizona
$27K -$2.46K -55 -8%
HMS
382
Hanseatic Management Services
New Mexico
$24K -$1.97K -44 -8%
PCP
383
Proficio Capital Partners
Massachusetts
$23K
SBL
384
Sargent Bickham Lagudis
Colorado
$23K
Loomis, Sayles & Company
385
Loomis, Sayles & Company
Massachusetts
$23K +$13.3K +298 +145%
GAM
386
Gemmer Asset Management
California
$20K
CAL
387
Capital Advisors Ltd
Ohio
$18K
HNB
388
Huntington National Bank
Ohio
$15K -$90.4K -2,019 -86%
CFN
389
Cordasco Financial Network
Florida
$15K
Acadian Asset Management
390
Acadian Asset Management
Massachusetts
$14K -$1.32M -29,530 -99%
DBT
391
Dubuque Bank & Trust
Iowa
$14K
HWP
392
Hefty Wealth Partners
Indiana
$14K
EF
393
Empirical Finance
Pennsylvania
$14K +$13.6K +303 New
GEA
394
Glen Eagle Advisors
New Jersey
$10.4K +$10.1K +225 New
CPIG
395
Chicago Partners Investment Group
Illinois
$10K
AIL
396
AGF Investments LLC
Ontario, Canada
$10K +$9.49K +212 New
TAF
397
Tredje AP-fonden
Sweden
$9K -$999K -22,319 -100%
WAM
398
Wealthspire Advisors (Maryland)
Maryland
$9K -$895 -20 -10%
EARNEST Partners
399
EARNEST Partners
Georgia
$7K +$6.85K +153 New
FMII
400
Farmers & Merchants Investments Inc
Nebraska
$6K