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436 hedge funds and large institutions have $5.27B invested in UGI in 2020 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 140 increasing their positions, 147 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more call options, than puts

Call options by funds: $6.72M | Put options by funds: $3.88M

17% more capital invested

Capital invested by funds: $4.5B → $5.27B (+$768M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less funds holding

Funds holding: 439436 (-3)

2% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 59

5% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 147

1.31% less ownership

Funds ownership: 80.86%79.55% (-1.3%)

Holders
436
Holders Change
-3
Holders Change %
-0.68%
% of All Funds
8.94%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
58
Increased
140
Reduced
147
Closed
59
Calls
$6.72M
Puts
$3.88M
Net Calls
+$2.83M
Net Calls Change
+$3.91M
Name Holding Trade Value Shares
Change
Change in
Stake
AC
451
Allstate Corporation
Illinois
-$349K -13,081 Closed
VIA
452
Vident Investment Advisory
Georgia
-$307K -11,495 Closed
O
453
Ossiam
France
-$300K -11,243 Closed
NAM
454
North American Management
Massachusetts
-$261K -9,777 Closed
MFWM
455
Motley Fool Wealth Management
Virginia
-$258K -9,659 Closed
Qube Research & Technologies (QRT)
456
Qube Research & Technologies (QRT)
United Kingdom
-$235K -8,825 Closed
LPT
457
Legacy Private Trust
Wisconsin
-$234K -8,785 Closed
FM
458
Fondren Management
Texas
-$213K -8,000 Closed
Mirae Asset Global Investments
459
Mirae Asset Global Investments
South Korea
-$206K -7,716 Closed
CB
460
Commerce Bank
Missouri
-$202K -7,557 Closed
RA
461
Royce & Associates
New York
-$187K -7,000 Closed
PRC
462
Pearl River Capital
Michigan
-$166K -6,220 Closed
ETC
463
Exchange Traded Concepts
Oklahoma
-$158K -5,913 Closed
KFI
464
Key Financial Inc
Pennsylvania
-$129K -4,783 Closed
PHK
465
Point72 Hong Kong
Hong Kong
-$79K -2,965 Closed
IUHSA
466
Itau Unibanco Holding S.A.
Brazil
-$73K -2,742 Closed
NICM
467
Neo Ivy Capital Management
New York
-$72K -2,692 Closed
FCT
468
Family Capital Trust
Massachusetts
-$68K -1,900 Closed
Walleye Trading
469
Walleye Trading
New York
-$55.3K -1,823 Closed
AIC
470
Ameritas Investment Company
Nebraska
-$44K -1,640 Closed
QAM
471
QCI Asset Management
New York
-$36K -1,342 Closed
NFG
472
Next Financial Group
Texas
-$30K -1,107 Closed
SF
473
Synovus Financial
Georgia
-$17K -638 Closed
GSWM
474
Golden State Wealth Management
California
-$13K -497 Closed
PFO
475
Pathstone Family Office
New Jersey
-$10K -384 Closed