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510 hedge funds and large institutions have $5.55B invested in UGI in 2022 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 151 increasing their positions, 203 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more call options, than puts

Call options by funds: $10.6M | Put options by funds: $3.85M

0.44% more ownership

Funds ownership: 81.71%82.15% (+0.44%)

4% less funds holding

Funds holding: 530510 (-20)

16% less capital invested

Capital invested by funds: $6.63B → $5.55B (-$1.08B)

20% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 71

26% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 203

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
510
Holders Change
-20
Holders Change %
-3.77%
% of All Funds
8.79%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
57
Increased
151
Reduced
203
Closed
71
Calls
$10.6M
Puts
$3.85M
Net Calls
+$6.73M
Net Calls Change
+$6.41M
Name Holding Trade Value Shares
Change
Change in
Stake
SIMG
351
Sonora Investment Management Group
Arizona
$250K
IA
352
IFG Advisory
Georgia
$248K +$118 +3 +0%
FMWA
353
Forvis Mazars Wealth Advisors
Missouri
$248K +$9K +228 +3%
LWAM
354
Legacy Wealth Asset Management
Minnesota
$246K -$15.6K -395 -5%
WSFS
355
Wilmington Savings Fund Society
Delaware
$246K
CFB
356
Cullen/Frost Bankers
Texas
$242K -$2.41K -61 -0.8%
CW
357
Connectus Wealth
Ohio
$242K
C
358
Covestor
United Kingdom
$241K -$4.62K -117 -2%
William Blair & Company
359
William Blair & Company
Illinois
$234K +$1.85K +47 +0.7%
Lazard Asset Management
360
Lazard Asset Management
New York
$231K
BB
361
Bell Bank
North Dakota
$230K -$947 -24 -0.3%
API
362
Advisor Partners II
California
$222K +$271K +6,873 New
MNBTD
363
Moody National Bank Trust Division
Texas
$221K -$50.1K -1,270 -16%
MC
364
Moors & Cabot
Massachusetts
$221K -$29.6K -750 -10%
GPA
365
Garrison Point Advisors
California
$216K
CA
366
Calton & Associates
Florida
$214K +$4.81K +122 +2%
B
367
Bailard
California
$212K
CLOS
368
Compagnie Lombard Odier SCmA
Switzerland
$209K
BFM
369
Boothbay Fund Management
New York
$208K +$254K +6,432 New
BMCM
370
Burns Matteson Capital Management
New York
$208K +$254K +6,431 New
AAS
371
Avantax Advisory Services
Texas
$204K -$8.44K -214 -3%
P
372
&Partners
Tennessee
$204K
JWA
373
JFS Wealth Advisors
Pennsylvania
$191K -$1.14K -29 -0.5%
VanEck Associates
374
VanEck Associates
New York
$180K -$11.5K -292 -5%
SG Americas Securities
375
SG Americas Securities
New York
$170K -$3.58M -90,655 -95%