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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
New York State Common Retirement Fund
76
New York State Common Retirement Fund
New York
$8.33M -$212K -5,375 -2%
HSBC Holdings
77
HSBC Holdings
United Kingdom
$7.75M -$429K -10,879 -4%
OTPPB
78
Ontario Teachers' Pension Plan Board
Ontario, Canada
$7.5M +$4.75M +120,339 +108%
State Board of Administration of Florida Retirement System
79
State Board of Administration of Florida Retirement System
Florida
$7.46M -$603K -15,290 -6%
E
80
Ergoteles
New York
$7.4M +$9.04M +229,027 New
WBC
81
Westpac Banking Corp
Australia
$7.14M +$428K +10,847 +5%
Citadel Advisors
82
Citadel Advisors
Florida
$7M +$3.73M +94,529 +78%
State of Wisconsin Investment Board
83
State of Wisconsin Investment Board
Wisconsin
$6.68M -$1.08M -27,362 -12%
SLAM
84
Swiss Life Asset Management
$6.44M -$17.5K -443 -0.2%
Stifel Financial
85
Stifel Financial
Missouri
$6.08M +$362K +9,182 +5%
Thrivent Financial for Lutherans
86
Thrivent Financial for Lutherans
Minnesota
$5.97M -$2.6M -65,853 -26%
TRSOTSOK
87
Teachers Retirement System of the State of Kentucky
Kentucky
$5.92M +$7.22M +183,008 New
Comerica Bank
88
Comerica Bank
Texas
$5.85M -$437K -11,066 -6%
DnB Asset Management
89
DnB Asset Management
Norway
$5.8M -$146K -3,700 -2%
M&T Bank
90
M&T Bank
New York
$5.68M -$526K -13,333 -7%
MOACM
91
Mutual of America Capital Management
New York
$5.44M -$292K -7,396 -4%
Asset Management One
92
Asset Management One
Japan
$5.38M -$305K -7,724 -4%
Barclays
93
Barclays
United Kingdom
$5.3M +$430K +10,898 +7%
ERSOT
94
Employees Retirement System of Texas
Texas
$5.26M
SFI
95
Susquehanna Fundamental Investments
Pennsylvania
$5.19M +$6.34M +160,600 New
RIA
96
RPG Investment Advisory
California
$5.19M +$25.2K +639 +0.4%
Axa
97
Axa
France
$5.12M -$174K -4,411 -3%
JMPWA
98
JP Morgan Private Wealth Advisors
California
$5.02M +$102K +2,588 +2%
GC
99
Guggenheim Capital
Illinois
$4.99M +$776K +19,679 +15%
Allspring Global Investments
100
Allspring Global Investments
North Carolina
$4.97M -$7.22M -183,012 -54%