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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
T
426
TOBAM
France
$23K -$33.8K -856 -55%
Credit Agricole
427
Credit Agricole
France
$23K
PTC
428
Private Trust Company
Ohio
$22K -$18.5K -469 -41%
TWA
429
TCI Wealth Advisors
Arizona
$22K +$8.48K +215 +47%
SWM
430
Spire Wealth Management
Virginia
$21K -$296K -7,493 -92%
HNWAG
431
High Net Worth Advisory Group
Florida
$21K
HNB
432
Huntington National Bank
Ohio
$21K
Bessemer Group
433
Bessemer Group
New Jersey
$21K +$118 +3 +0.5%
ADL
434
Asset Dedication LLC
California
$21K +$25.3K +642 New
BWL
435
Bogart Wealth LLC
Virginia
$20K
MBFW
436
Morton Brown Family Wealth
Pennsylvania
$20K
FF
437
FourThought Financial
Florida
$19K
UB
438
UMB Bank
Missouri
$19K
WT
439
Whittier Trust
California
$19K
TFP
440
Tilia Fiduciary Partners
North Carolina
$17K
HCP
441
Hexagon Capital Partners
Arkansas
$17K +$11.3K +287 +123%
UCB
442
United Community Bank
South Carolina
$16.6K
A
443
AustralianSuper
Australia
$16.6K +$928K +23,527 +5%
ST
444
Smithfield Trust
Pennsylvania
$16K
NSIM
445
North Star Investment Management
Illinois
$15K
AF
446
Advisornet Financial
Minnesota
$14K +$10.3K +260 +156%
GCM
447
Gladius Capital Management
Illinois
$14K +$16.7K +424 New
CCA
448
Column Capital Advisors
Indiana
$13K
CAL
449
Capital Advisors Ltd
Ohio
$13K +$3.83K +97 +31%
EWA
450
EverSource Wealth Advisors
Alabama
$12K -$38.8K -983 -72%