We are live on
!
Find out more
UGI
UGI
UGI
428 hedge funds and large institutions have $6.21B invested in UGI in 2016 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 151 increasing their positions, 122 reducing their positions, and 28 closing their positions.
New
Increased
Maintained
Reduced
Closed
196% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 28
109% more call options, than puts
Call options by funds: $5.45M | Put options by funds: $2.61M
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
24% more repeat investments, than reductions
Existing positions increased: 151 | Existing positions reduced: 122
15% more capital invested
Capital invested by funds: $5.39B → $6.21B (+$822M)
14% more funds holding
Funds holding: 376 → 428 (+52)
0.74% more ownership
Funds ownership: 78.74% → 79.49% (+0.74%)
Holders
428
Holders Change
+52
Holders Change %
+13.83%
% of All Funds
11.42%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
83
Increased
151
Reduced
122
Closed
28
Calls
$5.45M
Puts
$2.61M
Net Calls
+$2.84M
Net Calls Change
-$17.1M
Top Buyers
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$27.8M |
| 2 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
+$22.9M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$20.5M |
| 4 |
State Street
Boston,
Massachusetts
|
+$19.8M |
| 5 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
+$19.3M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WRM
451
Westport Resources Management
Westport,
Connecticut
| – | -$50K | -1,239 | Closed |
|
|
ADL
452
Asset Dedication LLC
San Francisco,
California
| – | -$15K | -375 | Closed |
|
|
AIM
453
Advantage Investment Management
Cedar Rapids,
Iowa
| – | -$9K | -223 | Closed |
|
|
PMFA
454
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$2K | -39 | Closed |
|
|
SEC
455
Seven Eight Capital
New York
| – | -$1K | -33 | Closed |
|
456
Twin Tree Management
Dallas,
Texas
| – | -$1.31K | -31 | -97% |
|