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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
AIP
151
Ameritas Investment Partners
Nebraska
$3.75M -$6.4K -117 -0.2%
RJFSA
152
Raymond James Financial Services Advisors
Florida
$3.62M +$328K +5,987 +10%
HIS
153
Horizon Investment Services
Indiana
$3.61M -$239K -4,360 -6%
Two Sigma Investments
154
Two Sigma Investments
New York
$3.5M -$3.31M -60,475 -49%
EVM
155
Eaton Vance Management
Massachusetts
$3.46M
SOMRS
156
State of Michigan Retirement System
Michigan
$3.44M
TYCC
157
Texas Yale Capital Corp
Florida
$3.43M +$1.69M +30,950 +100%
AIM
158
Achmea Investment Management
Netherlands
$3.42M -$30.2K -552 -0.9%
Truist Financial
159
Truist Financial
North Carolina
$3.37M -$52.6K -961 -2%
S
160
Seeyond
France
$3.28M +$835K +15,267 +35%
RIM
161
Redpoint Investment Management
Australia
$3.24M -$161K -2,939 -5%
GHCM
162
Glen Harbor Capital Management
California
$3.12M +$1.21M +22,032 +64%
SLAM
163
Swiss Life Asset Management
$3M +$2.96M +54,150 New
Neuberger Berman Group
164
Neuberger Berman Group
New York
$2.94M -$2.64M -48,269 -48%
Caisse de Depot et Placement du Quebec (CDPQ)
165
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.93M -$1.01M -18,400 -26%
CCM
166
Copeland Capital Management
Pennsylvania
$2.92M +$2.81M +51,353 +3,732%
Baird Financial Group
167
Baird Financial Group
Wisconsin
$2.9M +$523K +9,555 +22%
Assenagon Asset Management
168
Assenagon Asset Management
Luxembourg
$2.78M -$4.58M -83,738 -63%
MLICM
169
Metropolitan Life Insurance Company (MetLife)
New York
$2.75M -$4.32K -79 -0.2%
EAM
170
Eagle Asset Management
Florida
$2.69M -$60.9K -1,113 -2%
BF
171
BOK Financial
Oklahoma
$2.68M -$94.7K -1,732 -3%
PP
172
Pegasus Partners
Wisconsin
$2.62M +$175K +3,207 +7%
DnB Asset Management
173
DnB Asset Management
Norway
$2.58M -$354K -6,471 -12%
LSERS
174
Louisiana State Employees Retirement System
Louisiana
$2.58M +$27.4K +500 +1%
MCIM
175
Meadow Creek Investment Management
Georgia
$2.56M +$993K +18,144 +64%