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488 hedge funds and large institutions have $7.77B invested in UGI in 2019 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 168 increasing their positions, 162 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,112% more call options, than puts

Call options by funds: $20.5M | Put options by funds: $926K

26% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 43

2% more funds holding

Funds holding: 479488 (+9)

4% more capital invested

Capital invested by funds: $7.47B → $7.77B (+$307M)

4% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 162

0.14% less ownership

Funds ownership: 81.04%80.9% (-0.14%)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
488
Holders Change
+9
Holders Change %
+1.88%
% of All Funds
10.56%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
54
Increased
168
Reduced
162
Closed
43
Calls
$20.5M
Puts
$926K
Net Calls
+$19.6M
Net Calls Change
+$10.9M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
126
T. Rowe Price Associates
Maryland
$5.54M +$157K +2,871 +3%
BTS
127
BB&T Securities
Virginia
$5.5M +$82.1K +1,500 +2%
SOAMC
128
Spirit of America Management Corp
New York
$5.39M -$1.35M -24,750 -20%
Citigroup
129
Citigroup
New York
$5.28M -$2.25M -41,039 -30%
MSA
130
Mason Street Advisors
Wisconsin
$5.12M +$75.8K +1,386 +2%
Millennium Management
131
Millennium Management
New York
$5.06M +$3.04M +55,548 +155%
AG
132
Aperio Group
California
$4.97M -$336K -6,140 -6%
Janney Montgomery Scott
133
Janney Montgomery Scott
Pennsylvania
$4.88M -$31K -566 -0.6%
Treasurer of the State of North Carolina
134
Treasurer of the State of North Carolina
North Carolina
$4.87M +$38.9K +711 +0.8%
BFA
135
Bragg Financial Advisors
North Carolina
$4.83M +$15.9K +290 +0.3%
SEI Investments
136
SEI Investments
Pennsylvania
$4.63M -$2.68K -49 -0.1%
CRC
137
Curi RMB Capital
Illinois
$4.6M -$1.28M -23,320 -22%
NEI
138
Northwest & Ethical Investments
Ontario, Canada
$4.57M -$103K -1,889 -2%
PAMU
139
Pictet Asset Management (UK)
United Kingdom
$4.51M +$912K +16,668 +26%
TA
140
Tiedemann Advisors
New York
$4.47M -$1.37M -24,977 -24%
HighTower Advisors
141
HighTower Advisors
Illinois
$4.45M -$393K -7,192 -8%
BCIM
142
British Columbia Investment Management
British Columbia, Canada
$4.36M -$3.26M -59,552 -43%
ERSOT
143
Employees Retirement System of Texas
Texas
$4.27M
KC
144
Kepos Capital
New York
$4.26M -$2.43M -44,492 -37%
DCM
145
Dupont Capital Management
Delaware
$4.14M -$697K -12,733 -15%
SDIC
146
South Dakota Investment Council
South Dakota
$4.11M +$492K +9,000 +14%
RA
147
Royce & Associates
New York
$4.07M -$3.62M -66,100 -47%
Carson Wealth (CWM LLC)
148
Carson Wealth (CWM LLC)
Nebraska
$4M +$4.73M +86,394 +411,400%
OPERF
149
Oregon Public Employees Retirement Fund
Oregon
$3.86M +$85K +1,554 +2%
PNC Financial Services Group
150
PNC Financial Services Group
Pennsylvania
$3.82M -$204K -3,729 -5%