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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
AAP
426
Arax Advisory Partners
Colorado
$1K
ACS
427
Archford Capital Strategies
Illinois
$1K
SM
428
Sciencast Management
New Jersey
$401 +$386K +8,124 New
LM
429
Luminus Management
Texas
-$12.1M -263,049 Closed
CIM
430
Calvert Investment Management
Maryland
-$11.7M -254,358 Closed
Lord, Abbett & Co
431
Lord, Abbett & Co
New Jersey
-$4.41M -95,750 Closed
CG
432
Clinton Group
New York
-$2.39M -51,773 Closed
FQ
433
First Quadrant
California
-$1.57M -34,039 Closed
Twin Tree Management
434
Twin Tree Management
Texas
-$1.16M -24,458 Closed
TI
435
Trexquant Investment
Connecticut
-$654K -14,200 Closed
IRF
436
IBM Retirement Fund
New York
-$638K -13,847 Closed
Voloridge Investment Management
437
Voloridge Investment Management
Florida
-$582K -12,632 Closed
PG
438
PEAK6 Group
Illinois
-$442K -9,309 Closed
Tudor Investment Corp
439
Tudor Investment Corp
Connecticut
-$419K -9,088 Closed
PFM
440
Parsec Financial Management
North Carolina
-$228K -4,950 Closed
QC
441
Quadrature Capital
United Kingdom
-$208K -4,514 Closed
FNBT
442
FineMark National Bank & Trust
Florida
-$138K -3,000 Closed
BKA
443
Brick & Kyle Associates
Pennsylvania
-$42K -903 Closed
BAM
444
Bruderman Asset Management
New York
-$41K -900 Closed
M
445
MOTCO
Texas
-$41K -900 Closed
Acadian Asset Management
446
Acadian Asset Management
Massachusetts
-$14K -306 Closed
EF
447
Empirical Finance
Pennsylvania
-$14K -303 Closed
EARNEST Partners
448
EARNEST Partners
Georgia
-$7K -153 Closed
SFS
449
Sowell Financial Services
Arkansas
-$2K -33 Closed
WTB
450
Washington Trust Bank
Washington
-$1K -27 Closed