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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
Toronto Dominion Bank
201
Toronto Dominion Bank
Ontario, Canada
$1.73M +$431K +7,887 +34%
Nomura Asset Management
202
Nomura Asset Management
Japan
$1.72M +$160K +2,922 +10%
NMIMC
203
Northwestern Mutual Investment Management Company
Wisconsin
$1.71M -$106K -1,934 -6%
COPPSERS
204
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.7M +$6.62K +121 +0.4%
Zurich Cantonal Bank
205
Zurich Cantonal Bank
Switzerland
$1.68M +$10.6K +193 +0.6%
RCM
206
Riverhead Capital Management
Delaware
$1.62M +$632K +11,548 +65%
LPT
207
Legacy Private Trust
Wisconsin
$1.58M -$29.3K -535 -2%
BA
208
Bristlecone Advisors
Washington
$1.57M +$100K +1,830 +7%
PA
209
Profund Advisors
Maryland
$1.56M +$123K +2,251 +9%
LSV Asset Management
210
LSV Asset Management
Illinois
$1.54M
SIM
211
Sonora Investment Management
Arizona
$1.53M +$1.27M +23,188 +522%
AAM
212
Advisors Asset Management
Colorado
$1.52M +$145K +2,657 +11%
Tudor Investment Corp
213
Tudor Investment Corp
Connecticut
$1.49M +$1.47M +26,902 New
ACM
214
Argyle Capital Management
Pennsylvania
$1.48M
IG
215
ING Group
Netherlands
$1.48M -$438 -8 -0%
CT
216
Coastline Trust
Rhode Island
$1.47M
TAM
217
Tyers Asset Management
Texas
$1.47M +$567K +10,368 +64%
QIM
218
Quantitative Investment Management
Virginia
$1.46M +$1.44M +26,300 New
Mercer Global Advisors
219
Mercer Global Advisors
Colorado
$1.46M +$1.44M +26,280 New
GC
220
Globeflex Capital
California
$1.45M -$184K -3,367 -11%
BS
221
Boenning & Scattergood
Pennsylvania
$1.41M +$28.1K +513 +2%
SCM
222
Sterling Capital Management
North Carolina
$1.38M
Stifel Financial
223
Stifel Financial
Missouri
$1.38M +$156K +2,855 +13%
AAM
224
Arabesque Asset Management
United Kingdom
$1.36M +$2.9K +53 +0.2%
CC
225
Cipher Capital
New York
$1.36M +$1.34M +24,540 New