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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
Massachusetts Financial Services
101
Massachusetts Financial Services
Massachusetts
$3.82M +$394K +13,680 +12%
Federated Hermes
102
Federated Hermes
Pennsylvania
$3.71M +$128K +4,434 +4%
RS
103
Robeco Schweiz
Switzerland
$3.45M +$3.33M +115,500 New
ASRS
104
Arizona State Retirement System
Arizona
$3.44M -$328K -11,400 -9%
MOACM
105
Mutual of America Capital Management
New York
$3.38M +$139K +4,834 +5%
PP
106
PDT Partners
New York
$3.25M +$1.63M +56,721 +113%
State of Tennessee, Department of Treasury
107
State of Tennessee, Department of Treasury
Tennessee
$3.25M +$484K +16,800 +19%
PAM
108
Panagora Asset Management
Massachusetts
$3.21M -$4.01M -139,342 -57%
Los Angeles Capital Management
109
Los Angeles Capital Management
California
$3.14M -$393K -13,642 -12%
CIP
110
Convergence Investment Partners
Florida
$3.12M -$466K -16,184 -14%
Barclays
111
Barclays
United Kingdom
$3.1M -$1.74M -60,425 -37%
HIS
112
Horizon Investment Services
Indiana
$3.08M +$2.51M +87,285 +749%
LSV Asset Management
113
LSV Asset Management
Illinois
$3M
SG Americas Securities
114
SG Americas Securities
New York
$2.94M -$777K -26,977 -22%
Neuberger Berman Group
115
Neuberger Berman Group
New York
$2.87M +$1.23M +42,714 +83%
CP
116
Cinque Partners
California
$2.7M -$275K -9,557 -10%
SOMRS
117
State of Michigan Retirement System
Michigan
$2.46M +$25.9K +900 +1%
Nisa Investment Advisors
118
Nisa Investment Advisors
Missouri
$2.45M +$302K +10,500 +15%
PWAG
119
Polaris Wealth Advisory Group
California
$2.42M +$2.29M +79,605 New
Stifel Financial
120
Stifel Financial
Missouri
$2.29M +$2.17M +75,333 New
Royal Bank of Canada
121
Royal Bank of Canada
Ontario, Canada
$2.27M +$600K +20,850 +39%
Legal & General Group
122
Legal & General Group
United Kingdom
$2.25M +$33.6K +1,168 +2%
TU
123
TDAM USA
Ontario, Canada
$2.23M
WJA
124
Williams Jones & Associates
New York
$2.17M +$1.03M +35,700 +100%
FMT
125
First Mercantile Trust
Tennessee
$2.14M +$576K +19,993 +40%