We are live on ! Find out more

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
WA
201
Wheatland Advisors
Pennsylvania
$557K
PCM
202
Prelude Capital Management
New York
$550K -$993K -34,500 -66%
FHA
203
First Horizon Advisors
Tennessee
$542K +$70.9K +2,462 +16%
PP
204
Paloma Partners
Connecticut
$532K +$34.5K +1,197 +7%
WSFS
205
Wilmington Savings Fund Society
Delaware
$515K -$77K -2,673 -14%
Nomura Holdings
206
Nomura Holdings
Japan
$501K -$2.06M -71,572 -81%
SFP
207
Santa Fe Partners
New Mexico
$495K -$470K -16,309 -50%
KAM
208
Keeley Asset Management
Illinois
$479K
US Bancorp
209
US Bancorp
Minnesota
$473K
Cambridge Investment Research Advisors
210
Cambridge Investment Research Advisors
Iowa
$464K +$8.06K +280 +2%
NPIT
211
National Penn Investors Trust
Pennsylvania
$462K -$1.82M -63,262 -81%
AT
212
Acadia Trust
Maine
$453K -$258K -8,952 -38%
DCM
213
Dynamic Capital Management
Jersey
$448K +$424K +14,718 New
BFEC
214
Benjamin F. Edwards & Company
Missouri
$444K -$25.9K -900 -6%
WB
215
WesBanco Bank
West Virginia
$436K
HW
216
Hancock Whitney
Mississippi
$433K -$147K -5,115 -26%
Jane Street
217
Jane Street
New York
$424K -$419K -14,547 -51%
PAG
218
Private Advisor Group
New Jersey
$424K +$489 +17 +0.1%
AssetMark Inc
219
AssetMark Inc
California
$420K +$1.32K +46 +0.3%
MIC
220
MU Investments Company
Japan
$418K -$60.5K -2,100 -13%
VKH
221
Virtu KCG Holdings
New York
$416K +$185K +6,415 +88%
Thrivent Financial for Lutherans
222
Thrivent Financial for Lutherans
Minnesota
$404K +$2.16K +75 +0.6%
USAA
223
United Services Automobile Association
Texas
$379K
EWM
224
Evercore Wealth Management
New York
$378K -$53.4K -1,854 -13%
OMCS
225
Old Mutual Customised Solutions
South Africa
$365K