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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
DCM
376
Dupont Capital Management
Delaware
$170K +$207K +5,244 New
VI
377
Vestcor Inc
New Brunswick, Canada
$160K +$2.56K +65 +1%
S
378
SignatureFD
Georgia
$131K +$8.05K +204 +5%
CTC
379
Central Trust Company
Missouri
$128K
ECM
380
EMC Capital Management
Texas
$128K
HFM
381
Hartford Financial Management
Connecticut
$121K
WB
382
Webster Bank
Connecticut
$118K
LC
383
Lindbrook Capital
California
$107K +$88.6K +2,246 +209%
AS
384
Altshuler Shaham
Israel
$98K -$13.5K -342 -10%
RAM
385
Riggs Asset Management
Pennsylvania
$98K -$7.89K -200 -6%
CI Investments Inc
386
CI Investments Inc
Ontario, Canada
$98K -$6.04K -153 -5%
SOW
387
State of Wyoming
Wyoming
$91K -$355 -9 -0.3%
DAC
388
Dividend Assets Capital
South Carolina
$82K
TF
389
Tompkins Financial
New York
$82K
DSC
390
Duncker Streett & Co
Missouri
$81K
PA
391
Parallel Advisors
California
$78K +$24.6K +624 +35%
HBW
392
Hazlett, Burt & Watson
West Virginia
$77K -$1.66K -42 -2%
IUHSA
393
Itau Unibanco Holding S.A.
Brazil
$74K -$8.21K -208 -8%
BHWM
394
Beaird Harris Wealth Management
Texas
$73K
MA
395
MCF Advisors
Kentucky
$73K
WFA
396
Wipfli Financial Advisors
Wisconsin
$73K +$88.4K +2,240 New
KTC
397
Kistler-Tiffany Companies
Pennsylvania
$72K +$355 +9 +0.4%
PPWM
398
PFG Private Wealth Management
Florida
$70K
HFS
399
Hantz Financial Services
Michigan
$69K -$986 -25 -1%
AG
400
AIA Group
Hong Kong
$68K -$64.1K -1,624 -44%