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UGI
485 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, 169 increasing their positions, 166 reducing their positions, and 101 closing their positions.
New
Increased
Maintained
Reduced
Closed
6% more call options, than puts
Call options by funds: $9.71M | Put options by funds: $9.14M
2% more repeat investments, than reductions
Existing positions increased: 169 | Existing positions reduced: 166
0.54% less ownership
Funds ownership: 82.86% → 82.32% (-0.54%)
7% less funds holding
Funds holding: 523 → 485 (-38)
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
485
Holders Change
-38
Holders Change %
-7.27%
% of All Funds
7.62%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
65
Increased
169
Reduced
166
Closed
101
Calls
$9.71M
Puts
$9.14M
Net Calls
+$569K
Net Calls Change
-$4.99M
Top Buyers
| 1 |
Millennium Management
New York
|
+$51.8M |
| 2 |
Amundi
Paris,
France
|
+$39.4M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
+$37.2M |
| 4 |
State Street
Boston,
Massachusetts
|
+$29.6M |
| 5 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$28.6M |
Top Sellers
| 1 |
BlackRock
New York
|
-$126M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$62.6M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$25.9M |
| 4 |
Aviva
London,
United Kingdom
|
-$21M |
| 5 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
-$21M |
