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425 hedge funds and large institutions have $6.25B invested in UGI in 2016 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 127 increasing their positions, 163 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more call options, than puts

Call options by funds: $7.34M | Put options by funds: $5.61M

15% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 41

2% more capital invested

Capital invested by funds: $6.11B → $6.25B (+$134M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.11% less ownership

Funds ownership: 78.44%78.34% (-0.11%)

1% less funds holding

Funds holding: 428425 (-3)

22% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 163

Holders
425
Holders Change
-3
Holders Change %
-0.7%
% of All Funds
10.63%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
47
Increased
127
Reduced
163
Closed
41
Calls
$7.34M
Puts
$5.61M
Net Calls
+$1.73M
Net Calls Change
+$3.39M
Name Holding Trade Value Shares
Change
Change in
Stake
AB
176
AT Bancorp
Iowa
$1.6M -$190K -4,249 -11%
FQ
177
First Quadrant
California
$1.57M -$78.7K -1,758 -5%
FHA
178
First Horizon Advisors
Tennessee
$1.54M
CI
179
Cigna Investments
Connecticut
$1.49M +$1.45M +32,397 New
BF
180
BOK Financial
Oklahoma
$1.49M -$34K -759 -2%
FMT
181
First Mercantile Trust
Tennessee
$1.48M +$498K +11,121 +53%
AG
182
Aperio Group
California
$1.47M -$440K -9,822 -24%
BEAM
183
Baker Ellis Asset Management
Washington
$1.45M -$82.8K -1,850 -6%
URS
184
Utah Retirement Systems
Utah
$1.45M +$4.48K +100 +0.3%
ACM
185
Argyle Capital Management
Pennsylvania
$1.43M
TYCC
186
Texas Yale Capital Corp
Florida
$1.38M +$1.34M +30,000 New
NMIMC
187
Northwestern Mutual Investment Management Company
Wisconsin
$1.37M -$985 -22 -0.1%
KAM
188
Keeley Asset Management
Illinois
$1.37M +$78.3K +1,750 +6%
MCIM
189
Meadow Creek Investment Management
Georgia
$1.37M +$1.33M +29,820 New
Thrivent Financial for Lutherans
190
Thrivent Financial for Lutherans
Minnesota
$1.37M +$120K +2,680 +10%
TA
191
Tiedemann Advisors
New York
$1.36M +$1.33M +29,600 New
FRM
192
Fox Run Management
Connecticut
$1.23M +$1.2M +26,700 New
O
193
OppenheimerFunds
New York
$1.22M +$191K +4,277 +19%
AB
194
Amalgamated Bank
New York
$1.22M +$138K +3,091 +13%
Mitsubishi UFJ Asset Management
195
Mitsubishi UFJ Asset Management
Japan
$1.2M +$37.8K +844 +3%
CCM
196
Cribstone Capital Management
Maine
$1.19M -$62.7K -1,400 -5%
PP
197
Paloma Partners
Connecticut
$1.19M -$389K -8,690 -25%
Franklin Resources
198
Franklin Resources
California
$1.19M -$107K -2,400 -9%
COPPSERS
199
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.18M -$672 -15 -0.1%
BA
200
Bristlecone Advisors
Washington
$1.17M -$108K -2,420 -9%