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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
Janney Montgomery Scott
126
Janney Montgomery Scott
Pennsylvania
$3.58M +$128K +2,690 +4%
ASRS
127
Arizona State Retirement System
Arizona
$3.55M -$257K -5,408 -7%
SOMRS
128
State of Michigan Retirement System
Michigan
$3.47M +$28.5K +600 +0.9%
T. Rowe Price Associates
129
T. Rowe Price Associates
Maryland
$3.46M +$62.5K +1,314 +2%
PNC Financial Services Group
130
PNC Financial Services Group
Pennsylvania
$3.45M +$13.4K +283 +0.4%
Barclays
131
Barclays
United Kingdom
$3.37M +$829K +17,436 +34%
M&T Bank
132
M&T Bank
New York
$3.35M -$354K -7,455 -10%
SDIC
133
South Dakota Investment Council
South Dakota
$3.22M
AIP
134
Ameritas Investment Partners
Nebraska
$3.19M -$58.5K -1,230 -2%
SAM
135
Shell Asset Management
Netherlands
$3.14M -$176K -3,698 -6%
SEI Investments
136
SEI Investments
Pennsylvania
$3.1M +$8.79K +185 +0.3%
PAMU
137
Pictet Asset Management (UK)
United Kingdom
$3.08M +$42.8K +900 +1%
AIM
138
Achmea Investment Management
Netherlands
$3.04M +$2.93M +61,545 New
Commonwealth Equity Services
139
Commonwealth Equity Services
Massachusetts
$3.02M +$86.9K +1,829 +3%
PP
140
Paloma Partners
Connecticut
$2.84M +$1.5M +31,649 +123%
ED
141
Exane Derivatives
France
$2.83M -$1.47M -30,913 -35%
Bank of Nova Scotia
142
Bank of Nova Scotia
Ontario, Canada
$2.76M -$23.8K -500 -0.9%
GIBU
143
Gulf International Bank (UK)
United Kingdom
$2.76M +$52.3K +1,100 +2%
EAM
144
Eagle Asset Management
Florida
$2.55M -$243K -5,112 -9%
N
145
Nuveen
North Carolina
$2.54M -$649K -13,664 -21%
Squarepoint
146
Squarepoint
New York
$2.5M +$1.31M +27,475 +118%
VIA
147
Vident Investment Advisory
Georgia
$2.47M -$82.4K -1,734 -3%
OSAM
148
O'Shaughnessy Asset Management
Connecticut
$2.43M -$257K -5,402 -10%
SCA
149
Salient Capital Advisors
Texas
$2.4M +$1.46M +30,741 +171%
Axa
150
Axa
France
$2.4M -$1.14M -24,000 -33%