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429 hedge funds and large institutions have $6.77B invested in UGI in 2017 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 151 increasing their positions, 143 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more call options, than puts

Call options by funds: $14.7M | Put options by funds: $5.66M

57% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 23

8% more capital invested

Capital invested by funds: $6.25B → $6.77B (+$526M)

1.03% more ownership

Funds ownership: 78.34%79.37% (+1%)

6% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 143

1% more funds holding

Funds holding: 425429 (+4)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
429
Holders Change
+4
Holders Change %
+0.94%
% of All Funds
10.68%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
36
Increased
151
Reduced
143
Closed
23
Calls
$14.7M
Puts
$5.66M
Net Calls
+$9.06M
Net Calls Change
+$7.33M
Name Holding Trade Value Shares
Change
Change in
Stake
LPT
101
Legacy Private Trust
Wisconsin
$5.56M -$67.7K -1,425 -1%
Nisa Investment Advisors
102
Nisa Investment Advisors
Missouri
$5.31M -$133K -2,807 -3%
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$5.27M -$1.69M -35,506 -25%
BA
104
Boston Advisors
Massachusetts
$5.11M +$778K +16,368 +19%
CCM
105
Channing Capital Management
Illinois
$5M -$679K -14,294 -12%
OPERF
106
Oregon Public Employees Retirement Fund
Oregon
$4.97M +$38K +800 +0.8%
BTS
107
BB&T Securities
Virginia
$4.91M +$2.2M +46,250 +87%
TD Asset Management
108
TD Asset Management
Ontario, Canada
$4.8M +$2.27M +47,700 +96%
RA
109
Royce & Associates
New York
$4.79M +$370K +7,780 +9%
FM
110
Foster & Motley
Ohio
$4.62M -$841K -17,697 -16%
Credit Agricole
111
Credit Agricole
France
$4.55M -$745K -15,674 -15%
Federated Hermes
112
Federated Hermes
Pennsylvania
$4.47M -$602K -12,656 -12%
Truist Financial
113
Truist Financial
North Carolina
$4.43M +$753K +15,854 +21%
QIM
114
Quantitative Investment Management
Virginia
$4.39M +$2.56M +53,800 +154%
UBS Group
115
UBS Group
Switzerland
$4.33M -$2.51M -52,854 -38%
BFA
116
Bragg Financial Advisors
North Carolina
$4.25M +$20.6K +433 +0.5%
RS
117
Robeco Schweiz
Switzerland
$4.21M -$4.99M -105,000 -55%
HSBC Holdings
118
HSBC Holdings
United Kingdom
$4.09M +$57.2K +1,204 +1%
MSA
119
Mason Street Advisors
Wisconsin
$4.04M +$45.6K +960 +1%
BCIM
120
British Columbia Investment Management
British Columbia, Canada
$4.02M +$878K +18,479 +29%
MERSOM
121
Municipal Employees' Retirement System of Michigan
Michigan
$3.96M +$41.8K +880 +1%
PAM
122
Panagora Asset Management
Massachusetts
$3.9M -$2.02M -42,405 -35%
Ohio Public Employees Retirement System (OPERS)
123
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.9M
LMGAM
124
Liberty Mutual Group Asset Management
Massachusetts
$3.86M -$4.47K -94 -0.1%
Citigroup
125
Citigroup
New York
$3.74M -$2.68M -56,371 -43%