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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
HWP
401
Hefty Wealth Partners
Indiana
$15K
QCG
402
Quadrant Capital Group
Ohio
$12K +$9.74K +205 +311%
WA
403
Winfield Associates
Ohio
$12K +$9.93K +209 +418%
GEA
404
Glen Eagle Advisors
New Jersey
$11.1K
SBL
405
Sargent Bickham Lagudis
Colorado
$11K -$13K -273 -55%
CPIG
406
Chicago Partners Investment Group
Illinois
$11K
AAF
407
Andra AP-fonden
Sweden
$8.21K +$1.37M +28,800 +21%
BGIM
408
Brandywine Global Investment Management
Pennsylvania
$8K +$3.18K +67 +88%
EA
409
Edge Advisors
Georgia
$7K
FMII
410
Farmers & Merchants Investments Inc
Nebraska
$6K
IAS
411
INR Advisory Services
Pennsylvania
$6K +$3.04K +64 +123%
PMFA
412
Plante Moran Financial Advisors
Michigan
$6K +$5.61K +118 New
TRCT
413
Tower Research Capital (TRC)
New York
$5K -$39.3K -827 -89%
IWM
414
IHT Wealth Management
Illinois
$5K
SNT
415
Security National Trust
West Virginia
$5K
SF
416
Synovus Financial
Georgia
$5K
WEC
417
Winslow Evans & Crocker
Massachusetts
$4K
AssetMark Inc
418
AssetMark Inc
California
$4K -$760 -16 -16%
BTIS
419
BB&T Investment Services
North Carolina
$4K +$3.23K +68 New
AIS
420
Accurate Investment Solutions
Pennsylvania
$3K
DSC
421
Duncker Streett & Co
Missouri
$3K
MCM
422
MV Capital Management
Maryland
$3K
TWA
423
TCI Wealth Advisors
Arizona
$3K
OFW
424
Omnia Family Wealth
Florida
$2K
HIM
425
Hillsdale Investment Management
Ontario, Canada
$1K -$713 -15 -38%