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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
AIS
476
Accurate Investment Solutions
Pennsylvania
$3K
DSC
477
Duncker Streett & Co
Missouri
$3K
PWM
478
PRW Wealth Management
Massachusetts
$3K
TWA
479
TCI Wealth Advisors
Arizona
$3K
BFEC
480
Benjamin F. Edwards & Company
Missouri
$3K +$164 +3 +6%
TIM
481
Tortoise Investment Management
New York
$1K
PFGIA
482
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$1.42K +26 New
RCAG
483
Rehmann Capital Advisory Group
Michigan
$886 +$274 +5 +45%
SGI
484
Summit Global Investments
Utah
-$7.76M -145,520 Closed
ZIM
485
Zacks Investment Management
Illinois
-$2.4M -44,972 Closed
CIC
486
Cornercap Investment Counsel
Georgia
-$1.91M -35,865 Closed
BA
487
Bridgewater Associates
Connecticut
-$1.89M -35,399 Closed
EGM
488
Engineers Gate Manager
New York
-$1.4M -26,291 Closed
SFI
489
Susquehanna Fundamental Investments
Pennsylvania
-$1.21M -22,700 Closed
JG
490
Jefferies Group
New York
-$1.08M -20,213 Closed
JIR
491
James Investment Research
Ohio
-$1.02M -19,200 Closed
WG
492
Winton Group
United Kingdom
-$858K -16,082 Closed
KTA
493
Keeley-Teton Advisors
Illinois
-$783K -14,671 Closed
LWCFA
494
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$747K -14,000 Closed
WIS
495
Wright Investors Service
Connecticut
-$735K -13,776 Closed
LCM
496
Laurion Capital Management
New York
-$691K -12,958 Closed
VI
497
Versor Investments
New York
-$640K -12,000 Closed
SCM
498
Stevens Capital Management
Pennsylvania
-$617K -11,558 Closed
Walleye Trading
499
Walleye Trading
New York
-$561K -10,247 Closed
Calamos Advisors
500
Calamos Advisors
Illinois
-$456K -8,555 Closed