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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
WT
126
Wilmington Trust
Delaware
$2.12M -$28.7K -997 -1%
MSA
127
Mason Street Advisors
Wisconsin
$2.08M -$3.82M -132,777 -66%
N
128
Nuveen
North Carolina
$2.03M
AB
129
AT Bancorp
Iowa
$2.03M +$25.5K +887 +1%
QBFM
130
QS Batterymarch Financial Management
New York
$2M -$62.6K -2,175 -3%
OPERF
131
Oregon Public Employees Retirement Fund
Oregon
$1.99M +$34.6K +1,200 +2%
SAM
132
Shell Asset Management
Netherlands
$1.98M +$1.87M +65,070 New
CNB
133
City National Bank
California
$1.96M -$242K -8,413 -12%
JIR
134
James Investment Research
Ohio
$1.88M +$1.78M +61,928 New
BNP Paribas Asset Management
135
BNP Paribas Asset Management
France
$1.84M +$256K +8,880 +17%
BT
136
Beacon Trust
New Jersey
$1.82M -$1.38K -48 -0.1%
Victory Capital Management
137
Victory Capital Management
Texas
$1.82M -$446K -15,488 -21%
T. Rowe Price Associates
138
T. Rowe Price Associates
Maryland
$1.81M +$54K +1,875 +3%
M&T Bank
139
M&T Bank
New York
$1.8M
PNC Financial Services Group
140
PNC Financial Services Group
Pennsylvania
$1.78M +$9.53K +331 +0.6%
AL
141
AJO LP
Pennsylvania
$1.76M
Public Employees Retirement Association of Colorado
142
Public Employees Retirement Association of Colorado
Colorado
$1.74M -$720 -25 -0%
WCM
143
Winton Capital Management
United Kingdom
$1.73M -$1.01M -34,984 -38%
KCM
144
Kames Capital Management
United Kingdom
$1.68M +$1.59M +55,343 New
Canada Life
145
Canada Life
Manitoba, Canada
$1.68M +$1.33M +46,050 +486%
Citadel Advisors
146
Citadel Advisors
Florida
$1.67M +$1.3M +45,235 +473%
LMGAM
147
Liberty Mutual Group Asset Management
Massachusetts
$1.66M -$1.42M -49,311 -47%
CAM
148
Capstone Asset Management
Texas
$1.59M -$60.9K -2,115 -4%
AWCI
149
Alpine Woods Capital Investors
New York
$1.5M +$389K +13,500 +38%
CCB
150
Cutter & Co Brokerage
Missouri
$1.5M -$199K -6,913 -12%