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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
Franklin Resources
101
Franklin Resources
California
$4.02M +$1.18M +38,956 +48%
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$4M
SOAMC
103
Spirit of America Management Corp
New York
$3.97M
MIM
104
MetLife Investment Management
New Jersey
$3.93M +$112K +3,706 +3%
ICM
105
Invenomic Capital Management
Massachusetts
$3.91M +$327K +10,796 +10%
Commonwealth Equity Services
106
Commonwealth Equity Services
Massachusetts
$3.87M +$741K +24,433 +25%
Canada Pension Plan Investment Board
107
Canada Pension Plan Investment Board
Ontario, Canada
$3.86M +$3.68M +121,400 +1,214,000%
PAMU
108
Pictet Asset Management (UK)
United Kingdom
$3.84M -$141K -4,642 -4%
State of New Jersey Common Pension Fund D
109
State of New Jersey Common Pension Fund D
New Jersey
$3.82M -$1.21M -40,047 -25%
OPERF
110
Oregon Public Employees Retirement Fund
Oregon
$3.74M +$582K +19,200 +19%
UBS Group
111
UBS Group
Switzerland
$3.73M +$223K +7,345 +7%
State of Tennessee, Department of Treasury
112
State of Tennessee, Department of Treasury
Tennessee
$3.65M +$634K +20,911 +22%
MSA
113
Mason Street Advisors
Wisconsin
$3.63M +$89.7K +2,959 +3%
Janney Montgomery Scott
114
Janney Montgomery Scott
Pennsylvania
$3.63M +$1M +33,090 +41%
FM
115
Foster & Motley
Ohio
$3.6M +$2M +65,845 +139%
OC
116
Oppenheimer & Co
New York
$3.57M -$223K -7,356 -6%
DekaBank Deutsche Girozentrale
117
DekaBank Deutsche Girozentrale
Germany
$3.32M -$451K -14,866 -13%
AA
118
Ancora Advisors
Ohio
$3.13M +$267K +8,813 +10%
SLWS
119
Swaine & Leidel Wealth Services
Florida
$3.04M +$2.9M +95,687 New
Truist Financial
120
Truist Financial
North Carolina
$3M -$540K -17,806 -16%
HighTower Advisors
121
HighTower Advisors
Illinois
$2.99M +$59K +1,945 +2%
SDIC
122
South Dakota Investment Council
South Dakota
$2.98M
Barclays
123
Barclays
United Kingdom
$2.9M +$561K +18,507 +25%
BC
124
Burney Company
Virginia
$2.79M +$2.1M +69,325 +378%
CC
125
Cipher Capital
New York
$2.78M +$2.65M +87,410 New