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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
WC
376
Whitnell & Co
Illinois
$208K
HS
377
HighVista Strategies
Massachusetts
$205K +$202K +3,700 New
FNBTCON
378
First National Bank & Trust Co of Newtown
Pennsylvania
$205K +$203K +3,708 New
FNT
379
First National Trust
Pennsylvania
$204K -$13.9K -255 -7%
RAM
380
Riggs Asset Management
Pennsylvania
$203K
DT
381
Diversified Trust
Tennessee
$202K +$199K +3,646 New
OC
382
Oppenheimer & Co
New York
$202K +$200K +3,650 New
AP
383
Advisor Partners
California
$201K +$199K +3,629 New
BWA
384
Burt Wealth Advisors
Maryland
$200K
APA
385
American Portfolios Advisors
New York
$190K +$14K +256 +8%
MA
386
MUFG Americas
New York
$186K -$47.4K -867 -21%
LC
387
Lindbrook Capital
California
$185K -$16.4K -300 -8%
WB
388
Webster Bank
Connecticut
$185K
BWA
389
BDO Wealth Advisors
Florida
$183K +$46K +840 +34%
PI
390
PEAK6 Investments
Illinois
$180K +$151K +2,768 +586%
KTC
391
Kistler-Tiffany Companies
Pennsylvania
$167K +$219 +4 +0.1%
SFSIG
392
San Francisco Sentry Investment Group
California
$166K -$18.1K -330 -10%
QCIG
393
Quad-Cities Investment Group
Iowa
$164K -$14.6K -267 -8%
ESB
394
Essex Savings Bank
Connecticut
$144K
LA
395
Legacy Advisors
Pennsylvania
$142K +$140K +2,551 New
FIB
396
First Interstate Bank
Montana
$125K
MA
397
MCF Advisors
Kentucky
$125K
PCG
398
Private Capital Group
Connecticut
$122K +$24.6K +450 +26%
Northwestern Mutual Wealth Management
399
Northwestern Mutual Wealth Management
Wisconsin
$114K +$492 +9 +0.4%
CFGS
400
Concourse Financial Group Securities
Alabama
$112K +$50.2K +918 +83%