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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
JAM
26
Jupiter Asset Management
United Kingdom
$38.3M +$3.13M +79,355 +7%
BGIM
27
Brandywine Global Investment Management
Pennsylvania
$34.7M +$3.69M +93,567 +10%
JP Morgan Chase
28
JP Morgan Chase
New York
$32.1M +$6.4M +162,104 +19%
Swiss National Bank
29
Swiss National Bank
Switzerland
$29.4M -$67.1K -1,700 -0.2%
Massachusetts Financial Services
30
Massachusetts Financial Services
Massachusetts
$28.5M +$907K +22,977 +3%
Russell Investments Group
31
Russell Investments Group
United Kingdom
$28.2M -$15.5M -392,001 -31%
N
32
Nuveen
North Carolina
$27.6M +$252K +6,392 +0.8%
Principal Financial Group
33
Principal Financial Group
Iowa
$26.4M -$644K -16,333 -2%
Manulife (Manufacturers Life Insurance)
34
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$25.8M -$90.5K -2,294 -0.3%
UBS AM
35
UBS AM
Illinois
$24.3M -$1.59M -40,173 -5%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$22.9M +$8.3M +210,344 +42%
ProShare Advisors
37
ProShare Advisors
Maryland
$20.8M -$377K -9,556 -1%
Man Group
38
Man Group
United Kingdom
$20.8M +$25.3M +642,214 New
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$20.6M +$373K +9,466 +2%
AllianceBernstein
40
AllianceBernstein
Tennessee
$20.4M +$5.17M +130,915 +26%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$19.6M +$1.44M +36,571 +6%
Prudential Financial
42
Prudential Financial
New Jersey
$19.3M +$13.1M +331,207 +124%
MAP
43
Managed Asset Portfolios
Michigan
$18.9M -$57.1K -1,446 -0.2%
Bank of America
44
Bank of America
North Carolina
$18.8M -$4.9M -124,264 -18%
WCM
45
Wedge Capital Management
North Carolina
$18.4M +$1.04M +26,430 +5%
GF
46
Gabelli Funds
New York
$16.8M
Retirement Systems of Alabama
47
Retirement Systems of Alabama
Alabama
$16.4M -$99.1K -2,511 -0.5%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$15.9M +$3.34M +84,672 +21%
VOYA Investment Management
49
VOYA Investment Management
Georgia
$15.7M +$2.76M +70,026 +17%
APG Asset Management
50
APG Asset Management
Netherlands
$14.7M -$2.13M -53,961 -11%