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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
SWA
501
Sutton Wealth Advisors
Florida
$356
FHC
502
First Heartland Consultants
Missouri
$212 -$33.1K -838 -11%
DRZID
503
DePrince Race & Zollo Inc (DRZ)
Florida
-$26.3M -680,806 Closed
ORIO
504
Old Republic International (ORI)
Illinois
-$12.9M -333,000 Closed
ZIM
505
Zacks Investment Management
Illinois
-$4.72M -122,170 Closed
SHFP
506
Second Half Financial Partners
Florida
-$4.28M -104,327 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
507
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$3.02M -78,300 Closed
Marshall Wace
508
Marshall Wace
United Kingdom
-$2.84M -73,605 Closed
EP
509
Edgestream Partners
New Jersey
-$2.72M -70,425 Closed
TI
510
Trexquant Investment
Connecticut
-$1.99M -51,631 Closed
Squarepoint
511
Squarepoint
New York
-$1.93M -50,057 Closed
Mirae Asset Global Investments
512
Mirae Asset Global Investments
South Korea
-$1.68M -36,896 Closed
EGM
513
Engineers Gate Manager
New York
-$1.11M -28,693 Closed
PHK
514
Point72 Hong Kong
Hong Kong
-$1.1M -28,496 Closed
BS
515
Banco Santander
Spain
-$1.06M -27,440 Closed
AI
516
Atria Investments
North Carolina
-$1.05M -27,206 Closed
Lido Advisors
517
Lido Advisors
California
-$870K -22,551 Closed
CI
518
CX Institutional
Indiana
-$863K -22,330 Closed
MSRPS
519
Maryland State Retirement & Pension System
Maryland
-$615K -15,926 Closed
UIM
520
USS Investment Management
United Kingdom
-$598K -15,478 Closed
TCM
521
Teza Capital Management
Illinois
-$583K -15,094 Closed
CCIA
522
Campbell & Co Investment Adviser
Maryland
-$542K -14,035 Closed
Pacer Advisors
523
Pacer Advisors
Pennsylvania
-$488K -12,652 Closed
RIM
524
Redpoint Investment Management
Australia
-$458K -11,870 Closed
ADBIC
525
A.D. Beadell Investment Counsel
Wisconsin
-$424K -11,000 Closed