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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
RhumbLine Advisers
76
RhumbLine Advisers
Massachusetts
$7.02M -$73K -2,535 -1%
SCM
77
SIR Capital Management
New York
$6.75M +$3.78M +131,279 +145%
CS
78
Credit Suisse
Switzerland
$6.67M -$1.17M -40,473 -16%
DCM
79
Dupont Capital Management
Delaware
$6.55M -$2.03M -70,557 -25%
Retirement Systems of Alabama
80
Retirement Systems of Alabama
Alabama
$6.53M +$142K +4,926 +2%
BA
81
Boston Advisors
Massachusetts
$6.45M +$498K +17,310 +9%
OSAM
82
O'Shaughnessy Asset Management
Connecticut
$6.42M +$603K +20,947 +11%
VOYA Investment Management
83
VOYA Investment Management
Georgia
$6.3M -$167K -5,808 -3%
TA
84
Teachers Advisors
New York
$6.04M -$3.89K -135 -0.1%
Swiss National Bank
85
Swiss National Bank
Switzerland
$5.84M +$1.23M +42,600 +28%
CC
86
Curian Capital
Colorado
$5.84M +$220K +7,625 +4%
Bessemer Group
87
Bessemer Group
New Jersey
$5.59M +$5.29M +183,696 New
GC
88
Globeflex Capital
California
$5.51M -$864 -30 -0%
Lord, Abbett & Co
89
Lord, Abbett & Co
New Jersey
$5.45M -$99.3K -3,450 -2%
TPSF
90
Texas Permanent School Fund
Texas
$5.28M -$182K -6,321 -4%
BlackRock
91
BlackRock
New York
$5M -$262K -9,101 -5%
TRSOTSOK
92
Teachers Retirement System of the State of Kentucky
Kentucky
$4.54M -$307K -10,650 -7%
MIU
93
Man Investments (UK)
United Kingdom
$4.45M +$4.22M +146,468 New
SGCA
94
Steel Grove Capital Advisors
Tennessee
$4.38M +$387K +13,451 +10%
MLICM
95
Metropolitan Life Insurance Company (MetLife)
New York
$4.37M +$101K +3,513 +3%
SM
96
Stratton Management
Pennsylvania
$4.33M -$51.8K -1,800 -1%
Janney Montgomery Scott
97
Janney Montgomery Scott
Pennsylvania
$4.17M +$126K +4,364 +3%
Comerica Bank
98
Comerica Bank
Texas
$4.14M +$146K +5,067 +4%
RMA
99
Roffman Miller Associates
Pennsylvania
$4M -$271K -9,402 -7%
CCMH
100
Cornerstone Capital Management Holdings
New York
$3.86M -$332K -11,533 -8%