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UGI
510 hedge funds and large institutions have $7.17B invested in UGI in 2021 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 158 increasing their positions, 176 reducing their positions, and 36 closing their positions.
New
Increased
Maintained
Reduced
Closed
209% more call options, than puts
Call options by funds: $17.9M | Put options by funds: $5.79M
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
50% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 36
2% more funds holding
Funds holding: 501 → 510 (+9)
0.76% less ownership
Funds ownership: 81.69% → 80.93% (-0.76%)
9% less capital invested
Capital invested by funds: $7.87B → $7.17B (-$702M)
10% less repeat investments, than reductions
Existing positions increased: 158 | Existing positions reduced: 176
Holders
510
Holders Change
+9
Holders Change %
+1.8%
% of All Funds
8.93%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
54
Increased
158
Reduced
176
Closed
36
Calls
$17.9M
Puts
$5.79M
Net Calls
+$12.1M
Net Calls Change
+$10.1M
Top Buyers
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$66.8M |
| 2 |
BlackRock
New York
|
+$48.1M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$16.9M |
| 4 |
SCM
Snyder Capital Management
San Francisco,
California
|
+$15.1M |
| 5 |
Zurich Cantonal Bank
Zurich,
Switzerland
|
+$13.5M |
Top Sellers
| 1 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
-$87.4M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$68.1M |
| 3 |
State Street
Boston,
Massachusetts
|
-$20.3M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$13.7M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$12.6M |
