We are live on ! Find out more

523 hedge funds and large institutions have $6.04B invested in UGI in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 193 increasing their positions, 179 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

224% more call options, than puts

Call options by funds: $8.04M | Put options by funds: $2.48M

8% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 179

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.19% less ownership

Funds ownership: 84.05%82.86% (-1.2%)

3% less funds holding

Funds holding: 539523 (-16)

7% less capital invested

Capital invested by funds: $6.5B → $6.04B (-$457M)

10% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 59

Holders
523
Holders Change
-16
Holders Change %
-2.97%
% of All Funds
8.33%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
53
Increased
193
Reduced
179
Closed
59
Calls
$8.04M
Puts
$2.48M
Net Calls
+$5.56M
Net Calls Change
-$7.06M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
AE Wealth Management
Kansas
$15.7M +$2.37M +62,604 +16%
Bank of America
52
Bank of America
North Carolina
$15.7M -$2.66M -70,090 -13%
RP
53
Reinhart Partners
Wisconsin
$15.5M +$5.68M +149,823 +51%
CS
54
Credit Suisse
Switzerland
$15.1M -$1.1M -29,078 -6%
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$15M -$2.74M -72,285 -14%
WCM
56
Wedge Capital Management
North Carolina
$14.9M -$2.58M -67,949 -14%
Caisse de Depot et Placement du Quebec (CDPQ)
57
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$14.8M +$11.6M +306,431 +256%
Franklin Resources
58
Franklin Resources
California
$14.4M +$1.65M +43,489 +12%
American Century Companies
59
American Century Companies
Missouri
$13.6M +$1.46M +38,386 +11%
A
60
AustralianSuper
Australia
$13.4M -$6.36M -167,882 -30%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$13.1M -$109K -2,884 -0.8%
BFA
62
Bragg Financial Advisors
North Carolina
$12.9M +$188K +4,954 +1%
Ameriprise
63
Ameriprise
Minnesota
$12.8M -$564K -14,875 -4%
Wells Fargo
64
Wells Fargo
California
$12.5M +$2.37M +62,576 +21%
Massachusetts Financial Services
65
Massachusetts Financial Services
Massachusetts
$12.2M +$1.32M +34,739 +11%
Skandinaviska Enskilda Banken (SEB)
66
Skandinaviska Enskilda Banken (SEB)
Sweden
$11.9M +$322K +8,486 +3%
AIG
67
American International Group
New York
$11.2M -$105K -2,757 -0.8%
Voloridge Investment Management
68
Voloridge Investment Management
Florida
$10.9M +$11.4M +300,181 +2,119%
Los Angeles Capital Management
69
Los Angeles Capital Management
California
$10.4M -$748K -19,728 -6%
HSBC Holdings
70
HSBC Holdings
United Kingdom
$10.4M +$161K +4,258 +1%
HCM
71
Howland Capital Management
Massachusetts
$9.23M -$466K -12,287 -4%
Fidelity Investments
72
Fidelity Investments
Massachusetts
$8.88M -$4.5M -118,835 -32%
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$8.64M -$985K -25,984 -9%
WBC
74
Westpac Banking Corp
Australia
$8.41M +$385K +10,162 +4%
LF
75
Longbow Finance
Switzerland
$8.17M +$4.27M +112,574 +92%