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425 hedge funds and large institutions have $6.25B invested in UGI in 2016 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 127 increasing their positions, 163 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more call options, than puts

Call options by funds: $7.34M | Put options by funds: $5.61M

15% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 41

2% more capital invested

Capital invested by funds: $6.11B → $6.25B (+$134M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.11% less ownership

Funds ownership: 78.44%78.34% (-0.11%)

1% less funds holding

Funds holding: 428425 (-3)

22% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 163

Holders
425
Holders Change
-3
Holders Change %
-0.7%
% of All Funds
10.63%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
47
Increased
127
Reduced
163
Closed
41
Calls
$7.34M
Puts
$5.61M
Net Calls
+$1.73M
Net Calls Change
+$3.39M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$47.6M +$6.14M +137,104 +15%
JHIU
27
Janus Henderson Investors US
Colorado
$41.6M +$6.7M +149,685 +20%
APG Asset Management
28
APG Asset Management
Netherlands
$36.3M +$11M +245,100 +42%
MAM
29
Martingale Asset Management
Massachusetts
$33.2M +$1.06M +23,775 +3%
BG
30
BlackRock Group
United Kingdom
$33M +$1.87M +41,734 +6%
Principal Financial Group
31
Principal Financial Group
Iowa
$32.2M +$431K +9,638 +1%
PI
32
Putnam Investments
Massachusetts
$31.4M -$239K -5,334 -0.8%
BIM
33
BlackRock Investment Management
Delaware
$31M +$4.32M +96,404 +17%
Canada Pension Plan Investment Board
34
Canada Pension Plan Investment Board
Ontario, Canada
$28.6M +$2.29M +51,200 +9%
ICM
35
IronBridge Capital Management
Illinois
$26M -$243K -5,417 -1%
HCM
36
Howland Capital Management
Massachusetts
$25.1M -$615K -13,735 -2%
AL
37
AJO LP
Pennsylvania
$23.7M -$1.16M -25,866 -5%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$22.8M -$204K -4,564 -0.9%
Ameriprise
39
Ameriprise
Minnesota
$22.5M -$39K -872 -0.2%
Swiss National Bank
40
Swiss National Bank
Switzerland
$22M
NFA
41
Nationwide Fund Advisors
Ohio
$21.9M -$271K -6,043 -1%
Morgan Stanley
42
Morgan Stanley
New York
$21.8M +$834K +18,628 +4%
UBS AM
43
UBS AM
Illinois
$21.5M -$50.7M -1,132,500 -71%
GC
44
Guggenheim Capital
Illinois
$20.6M +$2.02M +45,053 +11%
American Century Companies
45
American Century Companies
Missouri
$20.5M -$121K -2,710 -0.6%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$19.9M -$752K -16,800 -4%
TCIM
47
TIAA CREF Investment Management
New York
$19.8M -$3.06M -68,339 -14%
AllianceBernstein
48
AllianceBernstein
Tennessee
$19.5M +$3.6M +80,437 +23%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$19.5M -$2.22M -49,497 -10%
HAI
50
Hennessy Advisors Inc
California
$19.5M -$1.06M -23,750 -5%