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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
WCM
501
Weld Capital Management
New York
-$454K -8,506 Closed
ALAM
502
Asahi Life Asset Management
Japan
-$449K -8,420 Closed
AA
503
ALPS Advisors
Colorado
-$448K -8,405 Closed
HI
504
HBK Investments
Texas
-$432K -8,100 Closed
BCM
505
BlueCrest Capital Management
Jersey
-$388K -7,264 Closed
NIT
506
NumerixS Investment Technologies
British Columbia, Canada
-$367K -7,000 Closed
GQG Partners
507
GQG Partners
Florida
-$362K -6,793 Closed
OAMU
508
Ostrum Asset Management US
New York
-$349K -6,550 Closed
BS
509
Banco Santander
Spain
-$310K -5,803 Closed
HIMCH
510
Hartford Investment Management Co (HIMCO)
Connecticut
-$268K -5,017 Closed
Mackenzie Financial
511
Mackenzie Financial
Ontario, Canada
-$246K -4,616 Closed
TSS
512
Two Sigma Securities
New York
-$231K -4,326 Closed
FPCG
513
Fort Pitt Capital Group
Pennsylvania
-$226K -4,230 Closed
RWA
514
River Wealth Advisors
Pennsylvania
-$184K -3,441 Closed
C
515
Cerebellum
California
-$172K -3,220 Closed
OFS
516
Orrstown Financial Services
Pennsylvania
-$164K -3,069 Closed
Twin Tree Management
517
Twin Tree Management
Texas
-$38K -713 Closed
PCM
518
Penserra Capital Management
California
-$28K -534 Closed
AS
519
Altshuler Shaham
Israel
-$25K -476 Closed
JA
520
JOYN Advisors
Georgia
-$23K -438 Closed
Fifth Third Bancorp
521
Fifth Third Bancorp
Ohio
-$20K -376 Closed
PCM
522
Prelude Capital Management
New York
-$12K -231 Closed
HNB
523
Huntington National Bank
Ohio
-$8K -157 Closed
CI
524
CX Institutional
Indiana
-$5K -100 Closed
PWMG
525
Prestige Wealth Management Group
New Jersey
-$2K -35 Closed