441 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, 155 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: 483441 (-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
441
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
$634K
227
$628K
228
$587K
229
$572K
230
$561K
231
$552K
232
$545K
233
$535K
234
$533K
235
$529K
236
$508K
237
$502K
238
$498K
239
$497K
240
$489K
241
$482K
242
$478K
243
$466K
244
$462K
245
$461K
246
$460K
247
$449K
248
$444K
249
$443K
250
$442K