442 hedge funds and large institutions have $3.95B invested in UGI in 2023 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 151 increasing their positions, 156 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

9% less funds holding

Funds holding: 484442 (-42)

15% less capital invested

Capital invested by funds: $4.66B → $3.95B (-$708M)

38% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 96

Holders
442
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$50.5M
Puts
$31.7M
Net Calls
Net Calls Change

Top Buyers

1 +$55.7M
2 +$53.3M
3 +$33.8M
4
NIG
NFJ Investment Group
Texas
+$33.2M
5
Norges Bank
Norges Bank
Norway
+$25.8M
Name Holding Trade Value Shares
Change
Change in
Stake
226
$636K
227
$634K
228
$628K
229
$587K
230
$572K
231
$561K
232
$552K
233
$545K
234
$535K
235
$533K
236
$529K
237
$508K
238
$502K
239
$498K
240
$497K
241
$489K
242
$482K
243
$478K
244
$466K
245
$462K
246
$461K
247
$460K
248
$449K
249
$444K
250
$443K