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UGI
UGI
UGI
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: 479 → 488 (+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: 3 → 1 (-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
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFA
526
Carroll Financial Associates
Charlotte,
North Carolina
| – | +$109 | +2 | New |
|
|
GWS
527
Glassman Wealth Services
Vienna,
Virginia
| – | +$219 | +4 | New |
|
528
Marshall Wace
London,
United Kingdom
| – | +$274 | +5 | New |
|