UGI
495 hedge funds and large institutions have $6.77B invested in UGI in 2021 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 153 increasing their positions, 152 reducing their positions, and 50 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions 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: $
more capital invested
Capital invested by funds: $ → $
5% more funds holding
Funds holding: 472 → 495 (+23)
1% more repeat investments, than reductions
Existing positions increased: 153 | Existing positions reduced: 152
0.33% less ownership
Funds ownership: 79.95% → 79.62% (-0.33%)
Holders
495
Holding in Top 10
3
Calls
$5.89M
Puts
$4.55M
Top Buyers
| 1 | +$78.2M | |
| 2 | +$54.5M | |
| 3 | +$39.3M | |
| 4 |
State Street
Boston,
Massachusetts
|
+$34.9M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$15.4M |
Top Sellers
| 1 | -$50M | |
| 2 | -$47.2M | |
| 3 | -$40M | |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$31.6M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$27.8M |