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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
RFCA
201
R&F Capital Advisors
New York
$1.16M +$1.12M +25,105 New
Twin Tree Management
202
Twin Tree Management
Texas
$1.13M +$1.09M +24,458 New
USAA
203
United Services Automobile Association
Texas
$1.11M -$1.08M -24,064 -50%
SG Americas Securities
204
SG Americas Securities
New York
$1.1M +$79.8K +1,782 +8%
EP
205
Elkfork Partners
Oregon
$1.08M +$1.05M +23,430 New
TU
206
TDAM USA
Ontario, Canada
$1.07M -$2.24M -50,000 -68%
DnB Asset Management
207
DnB Asset Management
Norway
$1.07M +$363K +8,100 +54%
Squarepoint
208
Squarepoint
New York
$1.07M +$827K +18,469 +390%
DZ Bank
209
DZ Bank
Germany
$1.01M +$980K +21,900 New
GC
210
Globeflex Capital
California
$1.01M +$977K +21,832 +109,160%
HCM
211
HMS Capital Management
Tennessee
$999K +$34.8K +777 +4%
NEI
212
Northwest & Ethical Investments
Ontario, Canada
$999K -$55.1K -1,230 -5%
RJA
213
Raymond James & Associates
Florida
$997K -$9.31K -208 -1%
Nomura Asset Management
214
Nomura Asset Management
Japan
$995K +$40.3K +900 +4%
SAM
215
Securian Asset Management
Minnesota
$991K +$18.5K +413 +2%
KBC Group
216
KBC Group
Belgium
$982K -$25.7K -575 -3%
DWA
217
Dorsey Wright & Associates
California
$974K +$149K +3,327 +19%
Allianz Asset Management
218
Allianz Asset Management
Germany
$957K +$339K +7,582 +58%
Neuberger Berman Group
219
Neuberger Berman Group
New York
$941K -$56.8K -1,268 -6%
SFSIG
220
San Francisco Sentry Investment Group
California
$924K +$134 +3 +0%
Pacer Advisors
221
Pacer Advisors
Pennsylvania
$898K +$20.8K +465 +2%
CPIM
222
Columbia Partners Investment Management
Virginia
$879K -$313 -7 -0%
Janus Henderson Group
223
Janus Henderson Group
United Kingdom
$879K +$112K +2,500 +15%
HW
224
Hancock Whitney
Mississippi
$876K -$151K -3,375 -15%
RCM
225
Riverhead Capital Management
Delaware
$875K +$261K +5,840 +44%