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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
CS
76
Credit Suisse
Switzerland
$13.7M +$1.24M +22,578 +10%
State Board of Administration of Florida Retirement System
77
State Board of Administration of Florida Retirement System
Florida
$13.5M -$161K -2,940 -1%
Victory Capital Management
78
Victory Capital Management
Texas
$13.1M -$4.14M -75,757 -24%
Retirement Systems of Alabama
79
Retirement Systems of Alabama
Alabama
$12.5M +$49.3K +902 +0.4%
OTPPB
80
Ontario Teachers' Pension Plan Board
Ontario, Canada
$12.5M +$2.9M +53,051 +31%
HSBC Holdings
81
HSBC Holdings
United Kingdom
$12.5M +$713K +13,042 +6%
RPI
82
Railway Pension Investments
United Kingdom
$12.2M +$6.63M +121,133 +122%
N
83
Natixis
France
$12.1M -$3.7M -67,610 -24%
GC
84
Guggenheim Capital
Illinois
$12M +$1.06M +19,328 +10%
Comerica Bank
85
Comerica Bank
Texas
$12M +$37.1K +678 +0.3%
Morgan Stanley
86
Morgan Stanley
New York
$12M -$2.11M -38,609 -15%
Thrivent Financial for Lutherans
87
Thrivent Financial for Lutherans
Minnesota
$11.7M -$23.1M -422,112 -67%
Acadian Asset Management
88
Acadian Asset Management
Massachusetts
$11.6M +$2.82M +51,616 +33%
Aberdeen Group
89
Aberdeen Group
United Kingdom
$11.3M -$418K -7,633 -4%
ProShare Advisors
90
ProShare Advisors
Maryland
$11.2M +$1.82M +33,226 +20%
Barclays
91
Barclays
United Kingdom
$11.1M +$1.23M +22,480 +13%
PI
92
Putnam Investments
Massachusetts
$10.8M -$1.27M -23,173 -11%
Lord, Abbett & Co
93
Lord, Abbett & Co
New Jersey
$10.7M -$4.46M -81,600 -30%
Korea Investment Corp
94
Korea Investment Corp
South Korea
$10.6M +$1.66M +30,300 +19%
VOYA Investment Management
95
VOYA Investment Management
Georgia
$10.4M -$307K -5,607 -3%
MOACM
96
Mutual of America Capital Management
New York
$9.45M +$123K +2,241 +1%
RMA
97
Roffman Miller Associates
Pennsylvania
$9.33M +$406K +7,417 +5%
Bank of Nova Scotia
98
Bank of Nova Scotia
Ontario, Canada
$9.03M +$8.91M +162,890 New
WBC
99
Westpac Banking Corp
Australia
$9.01M +$2.03M +37,062 +30%
Asset Management One
100
Asset Management One
Japan
$8.71M -$12.9M -236,253 -60%