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523 hedge funds and large institutions have $6.04B invested in UGI in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 193 increasing their positions, 179 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

224% more call options, than puts

Call options by funds: $8.04M | Put options by funds: $2.48M

8% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 179

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.19% less ownership

Funds ownership: 84.05%82.86% (-1.2%)

3% less funds holding

Funds holding: 539523 (-16)

7% less capital invested

Capital invested by funds: $6.5B → $6.04B (-$457M)

10% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 59

Holders
523
Holders Change
-16
Holders Change %
-2.97%
% of All Funds
8.33%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
53
Increased
193
Reduced
179
Closed
59
Calls
$8.04M
Puts
$2.48M
Net Calls
+$5.56M
Net Calls Change
-$7.06M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
26
UBS AM
Illinois
$30.7M +$2.49M +65,721 +8%
ProShare Advisors
27
ProShare Advisors
Maryland
$30.5M -$4.96M -130,713 -13%
N
28
Nuveen
North Carolina
$30.4M +$831K +21,924 +3%
Swiss National Bank
29
Swiss National Bank
Switzerland
$28.9M -$705K -18,600 -2%
Principal Financial Group
30
Principal Financial Group
Iowa
$28.8M +$281K +7,421 +0.9%
TSW
31
Thompson Siegel & Walmsley
Virginia
$28.6M -$33.7M -890,051 -52%
Manulife (Manufacturers Life Insurance)
32
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$27.8M -$105K -2,757 -0.3%
Goldman Sachs
33
Goldman Sachs
New York
$27.3M -$21.6M -569,353 -42%
Wellington Management Group
34
Wellington Management Group
Massachusetts
$25.9M -$32.7M -863,269 -54%
Aviva
35
Aviva
United Kingdom
$25.4M +$13.9M +367,577 +102%
Russell Investments Group
36
Russell Investments Group
United Kingdom
$23.4M -$1.08M -28,608 -4%
AQR Capital Management
37
AQR Capital Management
Connecticut
$23.1M -$42M -1,109,199 -62%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$22.5M +$1.38M +36,392 +6%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$22.1M -$65.5K -1,727 -0.3%
Mackenzie Financial
40
Mackenzie Financial
Ontario, Canada
$20.4M +$22.2M +586,673 New
MAP
41
Managed Asset Portfolios
Michigan
$20.2M -$67.7K -1,785 -0.3%
AllianceBernstein
42
AllianceBernstein
Tennessee
$20.1M +$4.34M +114,584 +25%
GF
43
Gabelli Funds
New York
$18.4M +$322K +8,500 +2%
Retirement Systems of Alabama
44
Retirement Systems of Alabama
Alabama
$17.7M -$81.8K -2,158 -0.4%
Allspring Global Investments
45
Allspring Global Investments
North Carolina
$17.6M -$135K -3,553 -0.7%
Aberdeen Group
46
Aberdeen Group
United Kingdom
$17.3M +$15.4M +405,790 +439%
Millennium Management
47
Millennium Management
New York
$17.2M +$18.3M +483,688 +4,214%
UBS Group
48
UBS Group
Switzerland
$17.2M +$11.2M +296,441 +150%
Mitsubishi UFJ Trust & Banking
49
Mitsubishi UFJ Trust & Banking
Japan
$16.6M +$1.19M +31,516 +7%
Canada Life
50
Canada Life
Manitoba, Canada
$16.2M +$313K +8,263 +2%