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
Assenagon Asset Management
76
Assenagon Asset Management
Luxembourg
$8.15M +$6.86M +180,977 +338%
State Board of Administration of Florida Retirement System
77
State Board of Administration of Florida Retirement System
Florida
$7.58M -$34.6K -912 -0.4%
New York State Common Retirement Fund
78
New York State Common Retirement Fund
New York
$7.56M -$1.21M -31,980 -13%
VOYA Investment Management
79
VOYA Investment Management
Georgia
$6.92M +$1.32M +34,777 +21%
State of Wisconsin Investment Board
80
State of Wisconsin Investment Board
Wisconsin
$6.82M +$1.18M +31,015 +19%
Robeco Institutional Asset Management
81
Robeco Institutional Asset Management
Netherlands
$6.79M +$2.17M +57,119 +41%
EIP
82
Energy Income Partners
Connecticut
$6.73M -$2.64M -69,686 -26%
TPSF
83
Texas Permanent School Fund
Texas
$6.53M +$1.79M +47,167 +34%
PAMS
84
Pictet Asset Management (Switzerland)
Switzerland
$6.46M +$3.74M +98,561 +113%
Stifel Financial
85
Stifel Financial
Missouri
$6.41M +$112K +2,959 +2%
APG Asset Management
86
APG Asset Management
Netherlands
$6.33M +$4.76M +125,662 +174%
M&T Bank
87
M&T Bank
New York
$6.32M +$394K +10,381 +6%
SEI Investments
88
SEI Investments
Pennsylvania
$6.31M +$1.02M +26,832 +17%
Ensign Peak Advisors
89
Ensign Peak Advisors
Utah
$6.29M -$7.77M -204,925 -53%
Citigroup
90
Citigroup
New York
$6.24M -$1.63M -43,118 -19%
Janney Montgomery Scott
91
Janney Montgomery Scott
Pennsylvania
$5.88M +$208K +5,490 +3%
MOACM
92
Mutual of America Capital Management
New York
$5.86M -$129K -3,399 -2%
Barclays
93
Barclays
United Kingdom
$5.86M -$562K -14,822 -8%
VRS
94
Virginia Retirement Systems
Virginia
$5.72M +$3.79M +99,903 +154%
RIA
95
RPG Investment Advisory
California
$5.67M +$29K +766 +0.5%
Balyasny Asset Management
96
Balyasny Asset Management
Illinois
$5.64M +$6.15M +162,212 New
RMA
97
Roffman Miller Associates
Pennsylvania
$5.6M +$1.59M +41,948 +35%
BNP Paribas Financial Markets
98
BNP Paribas Financial Markets
France
$5.45M -$36.6K -965 -0.6%
Asset Management One
99
Asset Management One
Japan
$5.45M +$605K +15,960 +11%
Nisa Investment Advisors
100
Nisa Investment Advisors
Missouri
$5.39M +$2.21M +58,234 +60%