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307 hedge funds and large institutions have $4.16B invested in UGI in 2014 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 106 increasing their positions, 116 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

9,878% more call options, than puts

Call options by funds: $50M | Put options by funds: $501K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

33% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 24

13% more capital invested

Capital invested by funds: $3.68B → $4.16B (+$481M)

2.9% more ownership

Funds ownership: 116.64%119.55% (+2.9%)

1% more funds holding

Funds holding: 303307 (+4)

9% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 116

Holders
307
Holders Change
+4
Holders Change %
+1.32%
% of All Funds
8.87%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
32
Increased
106
Reduced
116
Closed
24
Calls
$50M
Puts
$501K
Net Calls
+$49.5M
Net Calls Change
-$6.54M
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
51
American Century Companies
Missouri
$12.8M -$1.51M -52,298 -11%
Goldman Sachs
52
Goldman Sachs
New York
$12.6M -$741K -25,752 -6%
New York State Teachers Retirement System (NYSTRS)
53
New York State Teachers Retirement System (NYSTRS)
New York
$12.3M -$194K -6,723 -2%
IA
54
Icon Advisers
Colorado
$12.1M +$1.65M +57,450 +17%
CCM
55
Channing Capital Management
Illinois
$11.8M +$1.35M +46,935 +14%
PI
56
Putnam Investments
Massachusetts
$11.6M -$983K -34,137 -8%
GF
57
Gabelli Funds
New York
$11.4M +$1.34M +46,500 +14%
AIG
58
American International Group
New York
$11M +$57.1K +1,983 +0.6%
MHI
59
Miller Howard Investments
New York
$10.9M +$623K +21,628 +6%
HAI
60
Hennessy Advisors Inc
California
$10.7M +$1.47M +51,000 +17%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$10.5M +$9.73M +337,888 +3,939%
Wells Fargo
62
Wells Fargo
California
$10.5M +$178K +6,172 +2%
Charles Schwab
63
Charles Schwab
California
$10.4M +$2.33M +81,031 +31%
State of Wisconsin Investment Board
64
State of Wisconsin Investment Board
Wisconsin
$10.1M +$6.05K +210 +0.1%
MAM
65
Martingale Asset Management
Massachusetts
$9.95M +$3.17M +110,099 +51%
VWM
66
Valley Wealth Managers
New Jersey
$9.81M -$558K -19,380 -6%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$9.45M +$43.2K +1,500 +0.5%
Morgan Stanley
68
Morgan Stanley
New York
$9.26M -$3.33M -115,789 -28%
State Board of Administration of Florida Retirement System
69
State Board of Administration of Florida Retirement System
Florida
$8.57M -$671K -23,310 -8%
KCM
70
Kennedy Capital Management
Missouri
$8.48M +$3.67M +127,555 +84%
FM
71
Foster & Motley
Ohio
$8.4M -$118K -4,107 -1%
AQR Capital Management
72
AQR Capital Management
Connecticut
$8.34M +$639K +22,200 +9%
JIM
73
Jupiter Investment Management
United Kingdom
$7.99M -$1.47M -51,002 -16%
PPA
74
Parametric Portfolio Associates
Washington
$7.7M -$517K -17,964 -7%
JHIU
75
Janus Henderson Investors US
Colorado
$7.05M -$2.67M -92,700 -29%