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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
BA
201
Bristlecone Advisors
Washington
$1.19M -$60.6K -1,275 -5%
AAM
202
Advisors Asset Management
Colorado
$1.19M -$2.54M -53,405 -69%
Pacer Advisors
203
Pacer Advisors
Pennsylvania
$1.17M +$201K +4,224 +22%
TU
204
TDAM USA
Ontario, Canada
$1.15M
MYLI
205
Meiji Yasuda Life Insurance
Japan
$1.11M +$784K +16,490 +272%
CCMH
206
Cornerstone Capital Management Holdings
New York
$1.11M -$9.57M -201,378 -90%
Arrowstreet Capital
207
Arrowstreet Capital
Massachusetts
$1.1M +$1.06M +22,200 New
SAM
208
Securian Asset Management
Minnesota
$1.09M +$30.5K +642 +3%
Citadel Advisors
209
Citadel Advisors
Florida
$1.09M +$510K +10,736 +94%
HCM
210
HMS Capital Management
Tennessee
$1.08M +$3.42K +72 +0.3%
Nomura Asset Management
211
Nomura Asset Management
Japan
$1.04M -$22.7K -477 -2%
Assenagon Asset Management
212
Assenagon Asset Management
Luxembourg
$1.04M +$493K +10,379 +97%
Allianz Asset Management
213
Allianz Asset Management
Germany
$1.02M
NBC
214
Neuberger Berman Canada
Ontario, Canada
$1M +$966K +20,334 New
EP
215
Elkfork Partners
Oregon
$1M -$150K -3,146 -13%
RJA
216
Raymond James & Associates
Florida
$995K -$70.5K -1,483 -7%
GC
217
Globeflex Capital
California
$970K -$105K -2,214 -10%
SFSIG
218
San Francisco Sentry Investment Group
California
$969K -$21.4K -450 -2%
RFCA
219
R&F Capital Advisors
New York
$950K -$280K -5,882 -23%
Neuberger Berman Group
220
Neuberger Berman Group
New York
$950K -$56.5K -1,189 -6%
Janus Henderson Group
221
Janus Henderson Group
United Kingdom
$942K
HW
222
Hancock Whitney
Mississippi
$939K
HIS
223
Horizon Investment Services
Indiana
$928K +$7.22K +152 +0.8%
BT
224
Beacon Trust
New Jersey
$888K
GWM
225
Geneos Wealth Management
Colorado
$863K -$25.6K -539 -3%