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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
ACM
176
Ativo Capital Management
Illinois
$1.59M -$133K -2,802 -8%
SG Americas Securities
177
SG Americas Securities
New York
$1.58M +$387K +8,137 +34%
URS
178
Utah Retirement Systems
Utah
$1.55M
GHCM
179
Glen Harbor Capital Management
California
$1.55M -$231K -4,862 -13%
TYCC
180
Texas Yale Capital Corp
Florida
$1.53M +$45.2K +950 +3%
FMT
181
First Mercantile Trust
Tennessee
$1.52M -$64.4K -1,354 -4%
ACM
182
Argyle Capital Management
Pennsylvania
$1.51M -$23.8K -500 -2%
KTA
183
Keeley-Teton Advisors
Illinois
$1.49M +$1.44M +30,244 New
NMIMC
184
Northwestern Mutual Investment Management Company
Wisconsin
$1.47M -$475 -10 -0%
O
185
OppenheimerFunds
New York
$1.47M +$151K +3,167 +12%
BCM
186
BlueCrest Capital Management
Jersey
$1.46M +$1.41M +29,578 New
USAA
187
United Services Automobile Association
Texas
$1.46M +$258K +5,420 +23%
BEAM
188
Baker Ellis Asset Management
Washington
$1.45M -$98K -2,062 -7%
Franklin Resources
189
Franklin Resources
California
$1.39M +$117K +2,468 +10%
Verition Fund Management
190
Verition Fund Management
Connecticut
$1.37M +$1.32M +27,721 New
AB
191
Amalgamated Bank
New York
$1.35M +$38K +800 +3%
TA
192
Tiedemann Advisors
New York
$1.33M -$129K -2,724 -9%
DZ Bank
193
DZ Bank
Germany
$1.32M +$229K +4,819 +22%
Mitsubishi UFJ Asset Management
194
Mitsubishi UFJ Asset Management
Japan
$1.31M +$16.4K +346 +1%
GS
195
GAM Systematic
United Kingdom
$1.3M +$716K +15,075 +134%
MCIM
196
Meadow Creek Investment Management
Georgia
$1.27M -$190K -4,004 -13%
DnB Asset Management
197
DnB Asset Management
Norway
$1.25M +$105K +2,200 +9%
COPPSERS
198
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.25M -$16.6K -349 -1%
CCM
199
Cribstone Capital Management
Maine
$1.22M -$51.8K -1,090 -4%
DWA
200
Dorsey Wright & Associates
California
$1.2M +$148K +3,124 +15%