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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
Korea Investment Corp
101
Korea Investment Corp
South Korea
$5.81M +$457K +10,200 +9%
CCM
102
Copeland Capital Management
Pennsylvania
$5.69M -$3.5M -78,097 -39%
Two Sigma Advisers
103
Two Sigma Advisers
New York
$5.67M +$1.18M +26,350 +27%
Balyasny Asset Management
104
Balyasny Asset Management
Illinois
$5.65M +$5.49M +122,700 New
PAM
105
Panagora Asset Management
Massachusetts
$5.59M -$3M -67,038 -36%
Millennium Management
106
Millennium Management
New York
$5.58M +$1.23M +27,498 +29%
Zurich Cantonal Bank
107
Zurich Cantonal Bank
Switzerland
$5.41M +$135K +3,007 +3%
CCM
108
Channing Capital Management
Illinois
$5.32M -$6.4K -143 -0.1%
SOAMC
109
Spirit of America Management Corp
New York
$5.29M +$325K +7,250 +7%
LPT
110
Legacy Private Trust
Wisconsin
$5.25M -$154K -3,437 -3%
FM
111
Foster & Motley
Ohio
$5.12M -$308K -6,875 -6%
Nisa Investment Advisors
112
Nisa Investment Advisors
Missouri
$5.08M -$604K -13,500 -11%
Credit Agricole
113
Credit Agricole
France
$4.96M +$700K +15,628 +17%
BNP Paribas Financial Markets
114
BNP Paribas Financial Markets
France
$4.86M +$3.02M +67,465 +177%
Federated Hermes
115
Federated Hermes
Pennsylvania
$4.76M -$102K -2,277 -2%
OPERF
116
Oregon Public Employees Retirement Fund
Oregon
$4.6M +$791K +17,675 +22%
Bessemer Group
117
Bessemer Group
New Jersey
$4.5M
Lord, Abbett & Co
118
Lord, Abbett & Co
New Jersey
$4.41M -$8.51M -190,100 -67%
MAM
119
Meeder Asset Management
Ohio
$4.3M +$62K +1,385 +2%
RA
120
Royce & Associates
New York
$4.11M
ED
121
Exane Derivatives
France
$4.07M -$3.87M -86,421 -49%
BA
122
Boston Advisors
Massachusetts
$4.01M -$12.7K -284 -0.3%
BFA
123
Bragg Financial Advisors
North Carolina
$3.94M +$761K +17,000 +25%
Ohio Public Employees Retirement System (OPERS)
124
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.77M +$96.9K +2,165 +3%
HSBC Holdings
125
HSBC Holdings
United Kingdom
$3.76M +$1.05M +23,445 +40%