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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
FIA
451
FNY Investment Advisers
New York
$12K
AWM
452
AllSquare Wealth Management
New York
$10K
LF
453
Lee Financial
Texas
$10K
BWM
454
BerganKDV Wealth Management
Minnesota
$9K -$789 -20 -7%
NF
455
Norwood Financial
Pennsylvania
$9K +$10.8K +275 New
BFEC
456
Benjamin F. Edwards & Company
Missouri
$8K
CA
457
Crewe Advisors
Utah
$8K
First Manhattan
458
First Manhattan
New York
$8K
SCA
459
Stonebridge Capital Advisors
Minnesota
$8K +$10.3K +260 New
BCM
460
Blume Capital Management
California
$7K
GWSG
461
GPS Wealth Strategies Group
Colorado
$7K
SC
462
SouthState Corp
Florida
$7K +$7.34K +186 +809%
AWA
463
Artemis Wealth Advisors
New York
$6.95K
BCMLT
464
Beacon Capital Management LLC (Tennessee)
Tennessee
$6K -$5.92K -150 -50%
BIA
465
Bell Investment Advisors
California
$6K -$1.03K -26 -13%
RMC
466
Resources Management Corp
Connecticut
$6K
BCWM
467
Bartlett & Co Wealth Management
Ohio
$5.33K
BC
468
Bartlett & Co
Ohio
$5K
CCM
469
Cribstone Capital Management
Maine
$5K
EARNEST Partners
470
EARNEST Partners
Georgia
$5K
GWS
471
Glassman Wealth Services
Virginia
$5K
MW
472
Milestone Wealth
New York
$4K
PB
473
Pinnacle Bancorp
Nebraska
$4K
EC
474
EdgeRock Capital
Colorado
$4K +$5.05K +128 New
FCA
475
FinTrust Capital Advisors
South Carolina
$3K