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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
MC
401
Machina Capital
France
$106K +$105K +1,912 New
Fuller & Thaler Asset Management
402
Fuller & Thaler Asset Management
California
$101K +$32.8K +600 +49%
RFWA
403
RPg Family Wealth Advisory
Massachusetts
$99.8K
PCA
404
Peddock Capital Advisors
Massachusetts
$92K
ASN
405
Advisory Services Network
Georgia
$85K +$3.01K +55 +4%
NFG
406
Next Financial Group
Texas
$83K -$34.1K -623 -29%
LS
407
Livforsakringsbolaget Skandia
Sweden
$83K
NFH
408
NEXT Financial Holdings
Texas
$83K +$82.1K +1,500 New
RFA
409
Reilly Financial Advisors
California
$80K +$274 +5 +0.3%
QT
410
Quantamental Technologies
New York
$80K +$78.9K +1,442 New
QAM
411
QCI Asset Management
New York
$74K
FL
412
Fort LP
Maryland
$71K +$69.9K +1,277 New
HI
413
Hudock Inc
Pennsylvania
$68K +$109 +2 +0.2%
VFA
414
Valeo Financial Advisors
Indiana
$63K
AIL
415
AGF Investments LLC
Ontario, Canada
$55K -$18.3K -334 -25%
WT
416
Whittier Trust
California
$55K +$602 +11 +1%
QCG
417
Quadrant Capital Group
Ohio
$54K +$48.8K +892 +681%
SNT
418
Security National Trust
West Virginia
$50K +$43.5K +795 +757%
CAL
419
Capital Analysts LLC
Pennsylvania
$49K
NSB
420
Norway Savings Bank
Maine
$48K
IA
421
IFP Advisors
Florida
$45K -$9.03K -165 -17%
FHA
422
Flagship Harbor Advisors
Massachusetts
$43K +$164 +3 +0.4%
FIA
423
FNY Investment Advisers
New York
$43K +$15.6K +286 +58%
TL
424
TrueWealth LLC
Georgia
$42K
Rockefeller Capital Management
425
Rockefeller Capital Management
New York
$41K +$40.8K +746 New