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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
HSA
526
HBK Sorce Advisory
Pennsylvania
-$416K -10,762 Closed
QT
527
Quantamental Technologies
New York
-$415K -10,736 Closed
CBN
528
Cadence Bank NA
Texas
-$380K -9,849 Closed
KFA
529
Krane Funds Advisors
New York
-$375K -9,715 Closed
QC
530
Quadrature Capital
United Kingdom
-$359K -9,283 Closed
WB
531
WesBanco Bank
West Virginia
-$314K -8,109 Closed
WI
532
WrapManager Inc
California
-$300K -7,763 Closed
WAM
533
Watershed Asset Management
California
-$259K -6,714 Closed
FCBT
534
First Citizens Bank & Trust
North Carolina
-$249K -6,463 Closed
MYAM
535
Meiji Yasuda Asset Management
Japan
-$249K -6,444 Closed
NICM
536
Neo Ivy Capital Management
New York
-$239K -6,214 Closed
SI
537
Stephens Inc
Arkansas
-$236K -6,103 Closed
BWCS
538
Beirne Wealth Consulting Services
Connecticut
-$234K -6,000 Closed
BFO
539
Boston Family Office
Massachusetts
-$232K -6,000 Closed
GCP
540
GSA Capital Partners
United Kingdom
-$227K -5,888 Closed
TF
541
TIAA FSB
Florida
-$225K -5,840 Closed
HAIM
542
Hunter Associates Investment Management
Pennsylvania
-$221K -5,737 Closed
BCA
543
Bay Colony Advisors
Massachusetts
-$246K -5,694 Closed
PRC
544
Pearl River Capital
Michigan
-$219K -5,660 Closed
BEAM
545
Baker Ellis Asset Management
Washington
-$218K -5,650 Closed
DA
546
Doliver Advisors
Texas
-$216K -5,595 Closed
MYLI
547
Meiji Yasuda Life Insurance
Japan
-$214K -5,539 Closed
II
548
Inspire Investing
Idaho
-$212K -5,482 Closed
RC
549
RegentAtlantic Capital
New Jersey
-$210K -5,438 Closed
H
550
HoyleCohen
California
-$208K -5,395 Closed