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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
URS
176
Utah Retirement Systems
Utah
$926K +$4.32K +150 +0.5%
NBC
177
Neuberger Berman Canada
Ontario, Canada
$926K +$233K +8,085 +36%
DekaBank Deutsche Girozentrale
178
DekaBank Deutsche Girozentrale
Germany
$914K
MCM
179
Murphy Capital Management
New Jersey
$859K +$23.8K +825 +3%
CAL
180
Capital Analysts LLC
Pennsylvania
$854K -$108K -3,738 -12%
MAM
181
Meeder Asset Management
Ohio
$833K
NCMW
182
Northern Capital Management (Wisconsin)
Wisconsin
$822K -$170K -5,887 -18%
AIP
183
Ameritas Investment Partners
Nebraska
$799K -$24.7K -858 -3%
BJ
184
BlackRock Japan
Japan
$784K +$5.01K +174 +0.7%
Commonwealth Equity Services
185
Commonwealth Equity Services
Massachusetts
$761K +$53.7K +1,864 +8%
SAM
186
Securian Asset Management
Minnesota
$757K +$4.32K +150 +0.6%
SB
187
Suntrust Banks
Georgia
$749K +$7.49K +260 +1%
Mackenzie Financial
188
Mackenzie Financial
Ontario, Canada
$734K +$695K +24,150 New
COPPSERS
189
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$731K +$432 +15 +0.1%
ProShare Advisors
190
ProShare Advisors
Maryland
$674K -$2.94M -102,208 -82%
ST
191
Semper Trust
Pennsylvania
$670K +$51.8K +1,800 +9%
PGFC
192
Peapack-Gladstone Financial Corp
New Jersey
$666K -$25.9K -900 -4%
BGIM
193
Brandywine Global Investment Management
Pennsylvania
$661K +$6.05K +210 +1%
HNB
194
Huntington National Bank
Ohio
$613K +$580K +20,160 New
RFC
195
Regions Financial Corp
Alabama
$611K +$50K +1,737 +9%
SCM
196
Shelton Capital Management
Colorado
$583K
LPL Financial
197
LPL Financial
California
$579K -$66.2K -2,299 -11%
AG
198
Aperio Group
California
$572K +$542K +18,815 New
CCA
199
Catalyst Capital Advisors
New York
$571K -$225K -7,799 -29%
WAM
200
World Asset Management
Michigan
$565K +$2.62K +91 +0.5%