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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
EA
401
Edge Advisors
Georgia
$6K +$6.36K +142 New
KT
402
Kanaly Trust
Texas
$5K -$4.07K -91 -44%
SNT
403
Security National Trust
West Virginia
$5K
AssetMark Inc
404
AssetMark Inc
California
$5K +$716 +16 +19%
BGIM
405
Brandywine Global Investment Management
Pennsylvania
$4K
SF
406
Synovus Financial
Georgia
$4K
IWM
407
IHT Wealth Management
Illinois
$4K +$4.07K +91 New
WEC
408
Winslow Evans & Crocker
Massachusetts
$3.73K
AIS
409
Accurate Investment Solutions
Pennsylvania
$3K
DSC
410
Duncker Streett & Co
Missouri
$3K
MCM
411
MV Capital Management
Maryland
$3K
HIM
412
Hillsdale Investment Management
Ontario, Canada
$2K -$1.34K -30 -43%
QCG
413
Quadrant Capital Group
Ohio
$2K
TWA
414
TCI Wealth Advisors
Arizona
$2K
WA
415
Winfield Associates
Ohio
$2K
IAS
416
INR Advisory Services
Pennsylvania
$2K +$45 +1 +2%
SFS
417
Sowell Financial Services
Arkansas
$2K +$1.48K +33 New
AAP
418
Arax Advisory Partners
Colorado
$2K +$1.57K +35 New
OFW
419
Omnia Family Wealth
Florida
$2K +$2.24K +50 New
WTB
420
Washington Trust Bank
Washington
$1K -$1.16K -26 -49%
PA
421
Parallel Advisors
California
$1K +$537 +12 New
Northwestern Mutual Wealth Management
422
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1.07K +24 New
LS
423
Livforsakringsbolaget Skandia
Sweden
$719 -$904K -20,200 -56%
MTB
424
Mizuho Trust & Banking
Japan
-$12.6M -278,476 Closed
Arrowstreet Capital
425
Arrowstreet Capital
Massachusetts
-$8.85M -195,559 Closed