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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
AIL
376
AGF Investments LLC
Ontario, Canada
$47K +$33.8K +712 +336%
CP
377
Corbenic Partners
Pennsylvania
$45K +$190 +4 +0.4%
CFA
378
CT Financial Advisors
Pennsylvania
$44.5K
FMTCOCP
379
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$43.3K
National Pension Service
380
National Pension Service
South Korea
$39K
ClearBridge Investments
381
ClearBridge Investments
New York
$37K
LWM
382
LBA Wealth Management
Florida
$36K
GI
383
Gradient Investments
Minnesota
$35K
FMA
384
FNY Managed Accounts
New York
$35K +$34.2K +720 New
WCBA
385
Weaver C. Barksdale & Associates
Tennessee
$31K -$4.56K -96 -13%
WT
386
Whittier Trust
California
$30K
VCM
387
Versant Capital Management
Arizona
$29K
Loomis, Sayles & Company
388
Loomis, Sayles & Company
Massachusetts
$28K +$3.18K +67 +13%
HMS
389
Hanseatic Management Services
New Mexico
$26K
SA
390
SpiderRock Advisors
Delaware
$26K
Northwestern Mutual Wealth Management
391
Northwestern Mutual Wealth Management
Wisconsin
$26K +$23.4K +493 +2,054%
AIM
392
Acrospire Investment Management
Illinois
$25K -$76K -1,600 -76%
PA
393
Parallel Advisors
California
$25K +$24.2K +510 +4,250%
Bessemer Group
394
Bessemer Group
New Jersey
$22K -$4.62M -97,230 -100%
WAM
395
Wealthspire Advisors (Maryland)
Maryland
$22K +$12.6K +265 +139%
GAM
396
Gemmer Asset Management
California
$21K
CAL
397
Capital Advisors Ltd
Ohio
$20K
CFN
398
Cordasco Financial Network
Florida
$16K
HNB
399
Huntington National Bank
Ohio
$16K
DBT
400
Dubuque Bank & Trust
Iowa
$15K