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436 hedge funds and large institutions have $5.27B invested in UGI in 2020 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 140 increasing their positions, 147 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more call options, than puts

Call options by funds: $6.72M | Put options by funds: $3.88M

17% more capital invested

Capital invested by funds: $4.5B → $5.27B (+$768M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less funds holding

Funds holding: 439436 (-3)

2% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 59

5% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 147

1.31% less ownership

Funds ownership: 80.86%79.55% (-1.3%)

Holders
436
Holders Change
-3
Holders Change %
-0.68%
% of All Funds
8.94%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
58
Increased
140
Reduced
147
Closed
59
Calls
$6.72M
Puts
$3.88M
Net Calls
+$2.83M
Net Calls Change
+$3.91M
Name Holding Trade Value Shares
Change
Change in
Stake
RS
76
Robeco Schweiz
Switzerland
$7M -$1.21M -40,000 -15%
Citadel Advisors
77
Citadel Advisors
Florida
$6.92M -$8.23M -271,301 -56%
Morgan Stanley
78
Morgan Stanley
New York
$6.56M +$221K +7,298 +4%
JIM
79
Jupiter Investment Management
United Kingdom
$6.49M +$6.19M +203,975 New
Fidelity Investments
80
Fidelity Investments
Massachusetts
$6.25M +$553K +18,240 +10%
HAI
81
Hennessy Advisors Inc
California
$6.17M -$916K -30,200 -13%
MOACM
82
Mutual of America Capital Management
New York
$6.15M -$30K -990 -0.5%
MAM
83
Martingale Asset Management
Massachusetts
$6.14M -$2.1M -69,324 -26%
AAF
84
Andra AP-fonden
Sweden
$5.87M +$734K +24,200 +15%
TRSOTSOK
85
Teachers Retirement System of the State of Kentucky
Kentucky
$5.71M +$616K +20,325 +13%
FAF
86
Fjarde Ap-fonden
Sweden
$5.67M +$231K +7,600 +4%
M&T Bank
87
M&T Bank
New York
$5.66M +$42.5K +1,401 +0.8%
MSV
88
MN Services Vermogensbeheer
Netherlands
$5.65M +$919K +30,300 +21%
AAMU
89
Amundi Asset Management US
Massachusetts
$5.5M -$3.17M -104,631 -38%
Asset Management One
90
Asset Management One
Japan
$5.31M +$227K +7,473 +5%
TPSF
91
Texas Permanent School Fund
Texas
$5.23M -$407K -13,419 -8%
RMA
92
Roffman Miller Associates
Pennsylvania
$4.95M -$800K -26,385 -14%
Citigroup
93
Citigroup
New York
$4.89M +$2.81M +92,624 +152%
Nisa Investment Advisors
94
Nisa Investment Advisors
Missouri
$4.77M +$1.12M +36,796 +32%
GIA
95
Gateway Investment Advisers
Ohio
$4.72M -$1.9M -62,612 -30%
Ohio Public Employees Retirement System (OPERS)
96
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.63M -$95K -3,132 -2%
HSBC Holdings
97
HSBC Holdings
United Kingdom
$4.38M -$3.09M -101,856 -43%
WBC
98
Westpac Banking Corp
Australia
$4.22M
Stifel Financial
99
Stifel Financial
Missouri
$4.19M -$2.45M -80,635 -38%
Thrivent Financial for Lutherans
100
Thrivent Financial for Lutherans
Minnesota
$4.18M +$91K +3,001 +2%