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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$839M +$26M +580,220 +3%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$645M -$95.5M -2,134,153 -13%
State Street
3
State Street
Massachusetts
$419M -$455K -10,153 -0.1%
BFA
4
BlackRock Fund Advisors
California
$326M +$28.1M +626,819 +10%
First Eagle Investment Management
5
First Eagle Investment Management
New York
$318M -$2.08M -46,544 -0.7%
Deutsche Bank
6
Deutsche Bank
Germany
$282M +$23.4M +523,455 +9%
BIT
7
BlackRock Institutional Trust
California
$251M +$6.71M +149,961 +3%
AQR Capital Management
8
AQR Capital Management
Connecticut
$192M +$67.8M +1,513,908 +57%
JP Morgan Chase
9
JP Morgan Chase
New York
$140M -$385K -8,608 -0.3%
Diamond Hill Capital Management
10
Diamond Hill Capital Management
Ohio
$105M +$4.12M +92,091 +4%
WCM
11
Wedge Capital Management
North Carolina
$99.5M -$2.61M -58,406 -3%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$98.8M -$5.33M -119,028 -5%
Goldman Sachs
13
Goldman Sachs
New York
$94.4M +$10.1M +225,653 +12%
Prudential Financial
14
Prudential Financial
New Jersey
$93.3M +$3.94M +88,032 +5%
Charles Schwab
15
Charles Schwab
California
$90.8M -$2.55M -56,859 -3%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$77.7M +$6.68M +149,202 +10%
Norges Bank
17
Norges Bank
Norway
$74.7M -$3.07M -68,517 -4%
Northern Trust
18
Northern Trust
Illinois
$73.8M +$1.72M +38,407 +2%
Invesco
19
Invesco
Georgia
$73.3M -$2.36M -52,747 -3%
SCM
20
Snyder Capital Management
California
$64M -$2.06M -46,003 -3%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$60.1M -$30.6M -682,454 -34%
Renaissance Technologies
22
Renaissance Technologies
New York
$60.1M -$3.78M -84,500 -6%
EIP
23
Energy Income Partners
Connecticut
$58.5M +$13.8M +308,964 +32%
CBOA
24
Commonwealth Bank of Australia
Australia
$56.8M -$36.7M -819,339 -40%
First Trust Advisors
25
First Trust Advisors
Illinois
$47.7M +$30.1M +672,285 +185%