UGI
484 hedge funds and large institutions have $4.66B invested in UGI in 2023 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 168 increasing their positions, 166 reducing their positions, and 101 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less ownership
Funds ownership: →
less funds holding
Funds holding: →
23% less capital invested
Capital invested by funds: $6.04B → $4.66B (-$1.38B)
36% less first-time investments, than exits
New positions opened: 65 | Existing positions closed: 101
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Holders
484
Holding in Top 10
1
Calls
$9.71M
Puts
$9.14M
Top Buyers
| 1 | +$46M | |
| 2 | +$35M | |
| 3 | +$33.1M | |
| 4 |
State Street
Boston,
Massachusetts
|
+$26.6M |
| 5 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$25.4M |
Top Sellers
| 1 | -$112M | |
| 2 | -$55.6M | |
| 3 | -$25.9M | |
| 4 |
Aviva
London,
United Kingdom
|
-$18.7M |
| 5 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
-$18.6M |