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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
WCG
451
Weaver Consulting Group
California
$18K +$18.9K +345 New
AQA
452
Alpha Quant Advisors
Texas
$17K
CAM
453
Cresset Asset Management
Illinois
$15K +$4.87K +89 +51%
BCA
454
Berman Capital Advisors
Georgia
$15K +$13.5K +247 +748%
SBL
455
Sargent Bickham Lagudis
Colorado
$13K
PA
456
Parallel Advisors
California
$13K +$492 +9 +4%
GEA
457
Glen Eagle Advisors
New Jersey
$12.5K
TF
458
Tompkins Financial
New York
$12K
TAIM
459
TD Ameritrade Investment Management
Nebraska
$11K +$492 +9 +5%
BAMG
460
Brand Asset Management Group
Missouri
$11K +$10.4K +190 New
EWM
461
Executive Wealth Management
Michigan
$10K
AIA
462
Alera Investment Advisors
Illinois
$10K +$1.86K +34 +23%
HFM
463
Harvest Fund Management
China
$9K -$16.9K -309 -66%
NL
464
NVWM LLC
Pennsylvania
$9K
S
465
SignatureFD
Georgia
$9K +$2.73K +50 +45%
EARNEST Partners
466
EARNEST Partners
Georgia
$8K
FMII
467
Farmers & Merchants Investments Inc
Nebraska
$7K
AWM
468
AllSquare Wealth Management
New York
$6K
WEC
469
Winslow Evans & Crocker
Massachusetts
$6K
First Manhattan
470
First Manhattan
New York
$5K
ST
471
Smithfield Trust
Pennsylvania
$5K
BGIM
472
Brandywine Global Investment Management
Pennsylvania
$5K +$4.16K +76 New
FGAM
473
Financial Gravity Asset Management
Texas
$5K +$4.87K +89 New
GT
474
Glenmede Trust
Pennsylvania
$3.81K -$377K -6,899 -9%
HIM
475
Hillsdale Investment Management
Ontario, Canada
$3K -$2.19K -40 -44%