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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
EWA
151
Exencial Wealth Advisors
Oklahoma
$1.49M -$45.5K -1,581 -3%
MERSOM
152
Municipal Employees' Retirement System of Michigan
Michigan
$1.44M +$13K +450 +1%
LSERS
153
Louisiana State Employees Retirement System
Louisiana
$1.41M -$17.3K -600 -1%
BNP Paribas Financial Markets
154
BNP Paribas Financial Markets
France
$1.35M +$808K +28,065 +182%
AAM
155
Advisors Asset Management
Colorado
$1.32M -$16.8K -582 -1%
IRF
156
IBM Retirement Fund
New York
$1.3M -$711K -24,684 -37%
CT
157
Coastline Trust
Rhode Island
$1.3M -$4.32K -150 -0.3%
BEAM
158
Baker Ellis Asset Management
Washington
$1.26M -$34.6K -1,200 -3%
BF
159
BOK Financial
Oklahoma
$1.26M +$24K +834 +2%
MA
160
MUFG Americas
New York
$1.25M +$4.58K +159 +0.4%
Ohio Public Employees Retirement System (OPERS)
161
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.25M -$275K -9,563 -19%
ACI
162
Advance Capital I
Michigan
$1.25M +$488K +16,950 +71%
ARC
163
Absolute Return Capital
Massachusetts
$1.22M -$8.37M -290,808 -88%
GT
164
Glenmede Trust
Pennsylvania
$1.21M -$33.4K -1,161 -3%
PA
165
Profund Advisors
Maryland
$1.19M +$108K +3,754 +11%
HighTower Advisors
166
HighTower Advisors
Illinois
$1.12M -$29.9K -1,038 -3%
ACM
167
Argyle Capital Management
Pennsylvania
$1.1M
LCP
168
Longbow Capital Partners
New York
$1.1M -$993K -34,500 -49%
BFA
169
Bragg Financial Advisors
North Carolina
$1.09M
OA
170
OFI Advisors
Pennsylvania
$1.09M +$32.4K +1,124 +3%
WGCA
171
Wolf Group Capital Advisors
Virginia
$1.08M +$8.44K +293 +0.8%
GMIM
172
General Motors Investment Management
New York
$1.06M +$1M +34,899 New
VRS
173
Virginia Retirement Systems
Virginia
$1.05M +$402K +13,950 +68%
BCIM
174
British Columbia Investment Management
British Columbia, Canada
$985K
WIS
175
Wright Investors Service
Connecticut
$944K +$556K +19,302 +164%