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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
RJA
176
Raymond James & Associates
Florida
$2.5M +$200K +3,654 +9%
Envestnet Asset Management
177
Envestnet Asset Management
Illinois
$2.46M +$434K +7,930 +22%
OAM
178
Oxford Asset Management
United Kingdom
$2.44M -$1.46M -26,640 -38%
O
179
OppenheimerFunds
New York
$2.42M -$503K -9,199 -17%
CS
180
Candriam SCA
Luxembourg
$2.36M -$1.11M -20,322 -32%
ECM
181
Element Capital Management
New York
$2.34M +$959K +17,533 +71%
UR
182
USCA RIA
Texas
$2.31M +$2.28M +41,690 New
Commonwealth Equity Services
183
Commonwealth Equity Services
Massachusetts
$2.23M +$120K +2,188 +6%
GIBU
184
Gulf International Bank (UK)
United Kingdom
$2.18M +$29.2K +534 +1%
FAF
185
Första AP-fonden
Sweden
$2.16M
Squarepoint
186
Squarepoint
New York
$2.09M -$9.69M -177,169 -82%
FQ
187
First Quadrant
California
$2.03M -$950K -17,374 -32%
EP
188
Elkfork Partners
Oregon
$2.02M +$780K +14,256 +64%
FTIOP
189
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.97M +$82.1K +1,500 +4%
NMERB
190
New Mexico Educational Retirement Board
New Mexico
$1.95M
AB
191
Amalgamated Bank
New York
$1.93M +$38.6K +705 +2%
GCP
192
GSA Capital Partners
United Kingdom
$1.92M +$1.44M +26,396 +319%
VWA
193
V Wealth Advisors
Kansas
$1.85M -$56.8K -1,038 -3%
CGH
194
Crossmark Global Holdings
Texas
$1.84M -$13.9K -255 -0.8%
URS
195
Utah Retirement Systems
Utah
$1.81M +$23.7K +433 +1%
CBN
196
Cadence Bank NA
Texas
$1.79M +$12.4K +227 +0.7%
CG
197
Colony Group
Massachusetts
$1.77M +$1.75M +31,906 New
OAM
198
Oppenheimer Asset Management
New York
$1.76M +$463K +8,466 +36%
MERSOM
199
Municipal Employees' Retirement System of Michigan
Michigan
$1.76M -$552K -10,090 -24%
GIA
200
Gateway Investment Advisers
Ohio
$1.75M -$28.2K -516 -2%