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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
EIP
51
Energy Income Partners
Connecticut
$14.2M -$3.95M -100,054 -19%
Mitsubishi UFJ Trust & Banking
52
Mitsubishi UFJ Trust & Banking
Japan
$14.1M +$5.69M +144,161 +49%
Ensign Peak Advisors
53
Ensign Peak Advisors
Utah
$14M -$977K -24,765 -5%
Aviva
54
Aviva
United Kingdom
$13.8M +$4.02M +101,913 +31%
UBS Group
55
UBS Group
Switzerland
$13.8M +$2.45M +62,216 +17%
Los Angeles Capital Management
56
Los Angeles Capital Management
California
$13.5M -$1.04M -26,261 -6%
Canada Life
57
Canada Life
Manitoba, Canada
$13M -$127K -3,220 -0.8%
Ameriprise
58
Ameriprise
Minnesota
$12.8M -$998K -25,305 -6%
Zurich Cantonal Bank
59
Zurich Cantonal Bank
Switzerland
$12.5M +$2.05M +52,034 +16%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$11.8M -$97K -2,458 -0.7%
American Century Companies
61
American Century Companies
Missouri
$11.6M +$9.84M +249,448 +231%
CS
62
Credit Suisse
Switzerland
$11.1M +$789K +19,994 +6%
Franklin Resources
63
Franklin Resources
California
$10.8M +$1.65M +41,757 +14%
AIG
64
American International Group
New York
$10.7M -$652K -16,527 -5%
Wells Fargo
65
Wells Fargo
California
$9.92M -$239K -6,047 -2%
RP
66
Reinhart Partners
Wisconsin
$9.53M -$1.5M -38,026 -11%
New York State Teachers Retirement System (NYSTRS)
67
New York State Teachers Retirement System (NYSTRS)
New York
$9.53M -$8.36K -212 -0.1%
Skandinaviska Enskilda Banken (SEB)
68
Skandinaviska Enskilda Banken (SEB)
Sweden
$9.52M +$4.72M +119,621 +68%
Citigroup
69
Citigroup
New York
$9.46M +$3.67M +93,085 +47%
AWM
70
AE Wealth Management
Kansas
$9.45M +$11.3M +285,329 +4,153%
HCM
71
Howland Capital Management
Massachusetts
$9.24M -$3.53M -89,441 -24%
Balyasny Asset Management
72
Balyasny Asset Management
Illinois
$8.64M +$10.5M +267,364 New
BFA
73
Bragg Financial Advisors
North Carolina
$8.52M +$1.56M +39,477 +18%
Millennium Management
74
Millennium Management
New York
$8.33M -$1.6M -40,622 -14%
FAF
75
Första AP-fonden
Sweden
$8.33M +$7.83M +198,400 +335%