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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
Commonwealth Equity Services
101
Commonwealth Equity Services
Massachusetts
$4.95M -$152K -3,845 -2%
Treasurer of the State of North Carolina
102
Treasurer of the State of North Carolina
North Carolina
$4.95M +$1.47M +37,194 +32%
Robeco Institutional Asset Management
103
Robeco Institutional Asset Management
Netherlands
$4.91M +$473K +11,987 +9%
FM
104
Foster & Motley
Ohio
$4.9M -$39.5K -1,000 -0.7%
Janney Montgomery Scott
105
Janney Montgomery Scott
Pennsylvania
$4.88M +$96.2K +2,437 +2%
TPSF
106
Texas Permanent School Fund
Texas
$4.87M -$47.1K -1,195 -0.8%
Nisa Investment Advisors
107
Nisa Investment Advisors
Missouri
$4.86M +$2.12M +53,687 +56%
AB
108
Amalgamated Bank
New York
$4.85M -$194K -4,917 -3%
National Bank of Canada
109
National Bank of Canada
Quebec, Canada
$4.85M +$5.85M +148,300 +9,037%
OPERF
110
Oregon Public Employees Retirement Fund
Oregon
$4.79M -$20.8K -527 -0.4%
MIM
111
MetLife Investment Management
New Jersey
$4.35M -$82.1K -2,080 -2%
Ohio Public Employees Retirement System (OPERS)
112
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.32M +$693K +17,554 +15%
Envestnet Asset Management
113
Envestnet Asset Management
Illinois
$4.11M -$1.2M -30,390 -19%
BPC
114
Banque Pictet & Cie
Switzerland
$4.09M -$895K -22,680 -15%
SOADOR
115
State of Alaska Department of Revenue
Alaska
$4.07M +$3.78M +95,833 +318%
DekaBank Deutsche Girozentrale
116
DekaBank Deutsche Girozentrale
Germany
$3.99M +$1.1M +27,770 +29%
MHI
117
Miller Howard Investments
New York
$3.92M +$169K +4,282 +4%
BC
118
Burney Company
Virginia
$3.89M -$303K -7,670 -6%
SEI Investments
119
SEI Investments
Pennsylvania
$3.89M +$2.06M +52,235 +77%
HAI
120
Hennessy Advisors Inc
California
$3.8M
PAMS
121
Pictet Asset Management (Switzerland)
Switzerland
$3.78M +$168K +4,250 +4%
MSV
122
MN Services Vermogensbeheer
Netherlands
$3.71M -$391K -9,900 -8%
BFA
123
Bill Few Associates
Pennsylvania
$3.69M
YCM
124
Yousif Capital Management
Michigan
$3.6M -$433K -10,966 -9%
State of New Jersey Common Pension Fund D
125
State of New Jersey Common Pension Fund D
New Jersey
$3.59M -$150K -3,795 -3%