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
301
$258K
302
$257K
303
$245K
304
$238K
305
$238K
306
$237K
307
$236K
308
$234K
309
$232K
310
$224K
311
$223K
312
$216K
313
$215K
314
$210K
315
$206K
316
$200K
317
$178K
318
$173K
319
$168K
320
$166K
321
$161K
322
$154K
323
$149K
324
$142K
325
$135K