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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
Ameriprise
51
Ameriprise
Minnesota
$25.5M -$589K -10,775 -2%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$25M -$1.02M -18,557 -4%
Canada Pension Plan Investment Board
53
Canada Pension Plan Investment Board
Ontario, Canada
$24.7M -$5M -91,394 -17%
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$23.1M -$2.99M -54,590 -12%
BNP Paribas Financial Markets
55
BNP Paribas Financial Markets
France
$22.9M +$11.7M +213,017 +106%
RP
56
Reinhart Partners
Wisconsin
$22.9M +$6.91M +126,234 +44%
State of Wisconsin Investment Board
57
State of Wisconsin Investment Board
Wisconsin
$22.3M +$3.28M +59,920 +17%
AAMU
58
Amundi Asset Management US
Massachusetts
$21.7M -$5.11M -93,444 -19%
PPA
59
Parametric Portfolio Associates
Washington
$21.3M +$1.42M +25,981 +7%
RS
60
Robeco Schweiz
Switzerland
$20.2M +$3.28M +60,000 +20%
GF
61
Gabelli Funds
New York
$20.2M +$27.4K +500 +0.1%
AIG
62
American International Group
New York
$19.5M -$416K -7,598 -2%
TA
63
Teachers Advisors
New York
$19.3M +$306K +5,601 +2%
MPIA
64
Mountain Pacific Investment Advisers
Idaho
$18.7M +$202K +3,691 +1%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$18M +$7.37M +134,651 +71%
AllianceBernstein
66
AllianceBernstein
Tennessee
$17.4M -$3.57M -65,346 -17%
Public Employees Retirement Association of Colorado
67
Public Employees Retirement Association of Colorado
Colorado
$16.9M +$1.17M +21,296 +7%
Manulife (Manufacturers Life Insurance)
68
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15.7M -$504K -9,221 -3%
New York State Teachers Retirement System (NYSTRS)
69
New York State Teachers Retirement System (NYSTRS)
New York
$15.5M
Canada Life
70
Canada Life
Manitoba, Canada
$15.5M +$5.22M +95,343 +52%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$15.4M -$344K -6,293 -2%
UBS Group
72
UBS Group
Switzerland
$14.6M +$5.43M +99,259 +61%
MSE
73
MUFG Securities EMEA
United Kingdom
$14.3M +$4.91M +89,800 +53%
First Trust Advisors
74
First Trust Advisors
Illinois
$13.9M -$2.25M -41,213 -14%
ACI
75
AMP Capital Investors
Australia
$13.9M +$2.34M +42,778 +21%