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UGI
537 hedge funds and large institutions have $6.29B invested in UGI in 2022 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 201 increasing their positions, 166 reducing their positions, and 94 closing their positions.
New
Increased
Maintained
Reduced
Closed
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
21% more repeat investments, than reductions
Existing positions increased: 201 | Existing positions reduced: 166
13% more call options, than puts
Call options by funds: $8.61M | Put options by funds: $7.62M
2.21% more ownership
Funds ownership: 80.8% → 83% (+2.2%)
5% less funds holding
Funds holding: 563 → 537 (-26)
18% less capital invested
Capital invested by funds: $7.71B → $6.29B (-$1.42B)
19% less first-time investments, than exits
New positions opened: 76 | Existing positions closed: 94
Holders
537
Holders Change
-26
Holders Change %
-4.62%
% of All Funds
8.47%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
76
Increased
201
Reduced
166
Closed
94
Calls
$8.61M
Puts
$7.62M
Net Calls
+$989K
Net Calls Change
-$4.54M
Top Buyers
| 1 |
BlackRock
New York
|
+$226M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$33.1M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
+$32.5M |
| 4 |
Renaissance Technologies
New York
|
+$27M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$25.5M |
