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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
MSA
126
Mason Street Advisors
Wisconsin
$3.72M +$25.8K +576 +0.7%
MERSOM
127
Municipal Employees' Retirement System of Michigan
Michigan
$3.65M +$78.3K +1,750 +2%
LMGAM
128
Liberty Mutual Group Asset Management
Massachusetts
$3.61M +$87.8K +1,962 +3%
AAM
129
Advisors Asset Management
Colorado
$3.57M -$1.02M -22,796 -23%
ASRS
130
Arizona State Retirement System
Arizona
$3.56M +$434K +9,700 +14%
M&T Bank
131
M&T Bank
New York
$3.47M +$91.1K +2,035 +3%
Truist Financial
132
Truist Financial
North Carolina
$3.4M +$2.56M +57,119 +341%
Axa
133
Axa
France
$3.35M -$1.46M -32,600 -31%
Janney Montgomery Scott
134
Janney Montgomery Scott
Pennsylvania
$3.21M -$21.1K -472 -0.7%
SOMRS
135
State of Michigan Retirement System
Michigan
$3.21M
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$3.21M -$235K -5,257 -7%
T. Rowe Price Associates
137
T. Rowe Price Associates
Maryland
$3.17M +$40.6K +908 +1%
SAM
138
Shell Asset Management
Netherlands
$3.1M -$64.1K -1,431 -2%
AIP
139
Ameritas Investment Partners
Nebraska
$3.04M
SDIC
140
South Dakota Investment Council
South Dakota
$3M
N
141
Nuveen
North Carolina
$3M -$257K -5,735 -8%
BCIM
142
British Columbia Investment Management
British Columbia, Canada
$2.9M -$23.9K -534 -0.8%
SEI Investments
143
SEI Investments
Pennsylvania
$2.89M -$511K -11,408 -15%
EVM
144
Eaton Vance Management
Massachusetts
$2.88M
PAMU
145
Pictet Asset Management (UK)
United Kingdom
$2.83M +$4.48K +100 +0.2%
Commonwealth Equity Services
146
Commonwealth Equity Services
Massachusetts
$2.73M +$3.18K +71 +0.1%
EAM
147
Eagle Asset Management
Florida
$2.61M +$509K +11,375 +25%
Bank of Nova Scotia
148
Bank of Nova Scotia
Ontario, Canada
$2.6M -$2.82M -63,000 -53%
GIBU
149
Gulf International Bank (UK)
United Kingdom
$2.52M
OSAM
150
O'Shaughnessy Asset Management
Connecticut
$2.51M -$468K -10,461 -16%