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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
PPA
51
Parametric Portfolio Associates
Washington
$19.4M +$2.29M +51,125 +14%
Retirement Systems of Alabama
52
Retirement Systems of Alabama
Alabama
$18.9M +$942K +21,031 +5%
BlackRock
53
BlackRock
New York
$18.7M -$5.06M -113,056 -22%
BA
54
BlackRock Advisors
Delaware
$18.6M +$1.24M +27,698 +7%
Robeco Institutional Asset Management
55
Robeco Institutional Asset Management
Netherlands
$18.1M +$1.38M +30,933 +9%
Russell Investments Group
56
Russell Investments Group
United Kingdom
$18M +$17.3M +386,250 New
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$17M -$421K -9,400 -2%
GF
58
Gabelli Funds
New York
$16.8M
WBC
59
Westpac Banking Corp
Australia
$16.4M +$8.33M +185,986 +248%
New York State Teachers Retirement System (NYSTRS)
60
New York State Teachers Retirement System (NYSTRS)
New York
$15.8M +$8.95K +200 +0.1%
Mitsubishi UFJ Trust & Banking
61
Mitsubishi UFJ Trust & Banking
Japan
$15.8M -$433K -9,675 -3%
AIG
62
American International Group
New York
$15.7M -$42.3K -944 -0.3%
ACI
63
AMP Capital Investors
Australia
$15.3M +$4.25M +94,872 +40%
JIR
64
James Investment Research
Ohio
$14.5M -$395K -8,821 -3%
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$13.9M +$978K +21,836 +8%
Victory Capital Management
66
Victory Capital Management
Texas
$13.5M -$690K -15,402 -5%
Asset Management One
67
Asset Management One
Japan
$13.4M +$12.4M +276,641 +1,867%
GT
68
Glenmede Trust
Pennsylvania
$13.1M +$1.4M +31,326 +12%
TA
69
Teachers Advisors
New York
$12.5M -$2.97M -66,440 -20%
VOYA Investment Management
70
VOYA Investment Management
Georgia
$12.5M -$696K -15,549 -5%
State Board of Administration of Florida Retirement System
71
State Board of Administration of Florida Retirement System
Florida
$12.4M +$24.2K +540 +0.2%
LM
72
Luminus Management
Texas
$12.1M +$11.8M +263,049 New
Legal & General Group
73
Legal & General Group
United Kingdom
$12.1M +$1.51M +33,835 +15%
CIM
74
Calvert Investment Management
Maryland
$11.7M -$402K -8,980 -3%
Canada Life
75
Canada Life
Manitoba, Canada
$11.6M +$2.34M +52,289 +26%