We are live on ! Find out more

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
NEI
151
Northwest & Ethical Investments
Ontario, Canada
$2.4M +$1.28M +26,889 +124%
CAM
152
Capstone Asset Management
Texas
$2.4M -$12.5K -263 -0.5%
WIS
153
Wright Investors Service
Connecticut
$2.36M +$309K +6,505 +16%
FAF
154
Fjarde Ap-fonden
Sweden
$2.34M -$109K -2,285 -5%
LSERS
155
Louisiana State Employees Retirement System
Louisiana
$2.16M +$42.8K +900 +2%
BNP Paribas Asset Management
156
BNP Paribas Asset Management
France
$2.14M +$192K +4,040 +10%
AG
157
Aperio Group
California
$2.11M +$515K +10,846 +34%
FHA
158
First Horizon Advisors
Tennessee
$2.07M +$349K +7,333 +21%
NI
159
Numeric Investors
Massachusetts
$2.02M +$1.73M +36,300 +789%
NIPH
160
NN Investment Partners Holdings
Netherlands
$2.02M
Mirae Asset Global Investments
161
Mirae Asset Global Investments
South Korea
$1.98M +$35.7K +752 +2%
PA
162
Profund Advisors
Maryland
$1.91M -$304K -6,405 -14%
DekaBank Deutsche Girozentrale
163
DekaBank Deutsche Girozentrale
Germany
$1.86M +$1.46M +30,682 +475%
ACM
164
Americafirst Capital Management
California
$1.86M +$1.79M +37,682 New
ZCM
165
Zebra Capital Management
Connecticut
$1.85M +$1.27M +26,812 +253%
ERSOT
166
Employees Retirement System of Texas
Texas
$1.83M
JG
167
Jefferies Group
New York
$1.81M +$1.74M +36,703 New
CSS
168
Cubist Systematic Strategies
Connecticut
$1.78M +$923K +19,423 +117%
CBN
169
Cadence Bank NA
Texas
$1.76M -$77.2K -1,624 -4%
HighTower Advisors
170
HighTower Advisors
Illinois
$1.75M -$35.6K -750 -2%
BF
171
BOK Financial
Oklahoma
$1.73M +$130K +2,735 +8%
CT
172
Coastline Trust
Rhode Island
$1.73M -$113K -2,370 -6%
AB
173
AT Bancorp
Iowa
$1.71M
Public Employees Retirement Association of Colorado
174
Public Employees Retirement Association of Colorado
Colorado
$1.7M -$71.6K -1,506 -4%
Thrivent Financial for Lutherans
175
Thrivent Financial for Lutherans
Minnesota
$1.61M +$139K +2,930 +10%