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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
HI
476
Harbour Investments
Wisconsin
$3K
ME
477
McIlrath & Eck
Washington
$3K
SIS
478
Sound Income Strategies
Florida
$3K
ZB
479
Zions Bancorporation
Utah
$3K
JWM
480
Janiczek Wealth Management
Colorado
$3K +$1.26K +32 +48%
FMII
481
Farmers & Merchants Investments Inc
Nebraska
$3K +$1.38K +35 +56%
BBHC
482
Brown Brothers Harriman & Co
New York
$3K +$3.39K +86 New
Bank of Montreal
483
Bank of Montreal
Ontario, Canada
$2.16K -$207K -5,243 -7%
Rockefeller Capital Management
484
Rockefeller Capital Management
New York
$2K -$12.5K -316 -78%
SBL
485
Sargent Bickham Lagudis
Colorado
$2K -$4.1K -104 -66%
PFBT
486
Parkside Financial Bank & Trust
Missouri
$2K -$671 -17 -28%
LSA
487
Lansing Street Advisors
Pennsylvania
$2K
QC
488
Quent Capital
New York
$2K
TSWM
489
Tyler-Stone Wealth Management
Ohio
$2K
FWM
490
Focused Wealth Management
New York
$2K +$39 +1 +2%
CFFP
491
Center for Financial Planning
Michigan
$2K +$1.93K +49 New
HGERS
492
Householder Group Estate & Retirement Specialist
Arizona
$2K +$3.23K +82 New
TWC
493
TD Waterhouse Canada
Ontario, Canada
$1.6K
Loomis, Sayles & Company
494
Loomis, Sayles & Company
Massachusetts
$1K -$3.31K -84 -66%
PWMG
495
Prestige Wealth Management Group
New Jersey
$1K -$1.34K -34 -64%
SC
496
Schubert & Co
Texas
$1K -$513 -13 -25%
DI
497
Disciplined Investments
Oklahoma
$1K -$158 -4 -11%
CB
498
Community Bank
New York
$1K +$986 +25 New
SIC
499
SJS Investment Consulting
Ohio
$1K +$1.38K +35 New
TPCW
500
TD Private Client Wealth
New York
$808