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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
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$11.1M -$22.8K -509 -0.2%
CS
77
Credit Suisse
Switzerland
$11M -$727K -16,238 -6%
Manulife (Manufacturers Life Insurance)
78
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.9M -$90K -2,010 -0.8%
Caisse de Depot et Placement du Quebec (CDPQ)
79
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$10.7M -$1.92M -42,900 -16%
CCMH
80
Cornerstone Capital Management Holdings
New York
$10.3M -$3.08M -68,696 -23%
BJ
81
BlackRock Japan
Japan
$10.2M +$81.6K +1,823 +0.8%
State of Wisconsin Investment Board
82
State of Wisconsin Investment Board
Wisconsin
$10.1M -$2.02M -45,198 -17%
Comerica Bank
83
Comerica Bank
Texas
$10.1M +$323K +7,211 +3%
MHI
84
Miller Howard Investments
New York
$9.17M -$260K -5,798 -3%
Fidelity Investments
85
Fidelity Investments
Massachusetts
$9.13M -$5.16M -115,184 -37%
RS
86
Robeco Schweiz
Switzerland
$8.83M -$1.57M -35,000 -16%
Wells Fargo
87
Wells Fargo
California
$8.06M -$504K -11,251 -6%
RMA
88
Roffman Miller Associates
Pennsylvania
$7.57M +$91.6K +2,047 +1%
ProShare Advisors
89
ProShare Advisors
Maryland
$7.53M +$2.31M +51,557 +46%
MLICM
90
Metropolitan Life Insurance Company (MetLife)
New York
$7.45M -$38.4K -857 -0.5%
DCM
91
Dupont Capital Management
Delaware
$7.09M -$3.98M -88,921 -37%
KCM
92
Kennedy Capital Management
Missouri
$7.07M -$1.41M -31,429 -17%
MOACM
93
Mutual of America Capital Management
New York
$6.98M +$35.1K +784 +0.5%
State of Tennessee, Department of Treasury
94
State of Tennessee, Department of Treasury
Tennessee
$6.97M +$1.79M +40,000 +36%
TRSOTSOK
95
Teachers Retirement System of the State of Kentucky
Kentucky
$6.63M -$316K -7,052 -5%
UBS Group
96
UBS Group
Switzerland
$6.48M -$1.95M -43,635 -24%
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$6.37M +$1.9M +42,337 +42%
AAF
98
Andra AP-fonden
Sweden
$6.34M +$1.24M +27,800 +25%
Citigroup
99
Citigroup
New York
$6.09M -$296K -6,611 -5%
TPSF
100
Texas Permanent School Fund
Texas
$5.81M -$260K -5,811 -4%