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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
RMA
126
Roffman Miller Associates
Pennsylvania
$3.54M +$33.8K +856 +0.8%
SAM
127
Storebrand Asset Management
Norway
$3.5M -$42.6K -1,081 -1%
IA
128
Icon Advisers
Colorado
$3.48M -$868K -22,000 -17%
T. Rowe Price Associates
129
T. Rowe Price Associates
Maryland
$3.47M +$331K +8,395 +8%
AIMCA
130
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.45M +$2.25M +57,000 +115%
HighTower Advisors
131
HighTower Advisors
Illinois
$3.37M -$39.7K -1,007 -1%
Qube Research & Technologies (QRT)
132
Qube Research & Technologies (QRT)
United Kingdom
$3.33M +$4.06M +102,974 New
MAM
133
Martingale Asset Management
Massachusetts
$3.12M +$43.1K +1,093 +1%
BCM
134
Bridgeway Capital Management
Texas
$3.11M +$3.8M +96,200 New
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$3.02M +$97K +2,458 +3%
NEI
136
Northwest & Ethical Investments
Ontario, Canada
$2.99M -$13.4K -339 -0.4%
SDIC
137
South Dakota Investment Council
South Dakota
$2.99M
Holocene Advisors
138
Holocene Advisors
New York
$2.96M -$5.16M -130,725 -59%
DA
139
Duality Advisers
Florida
$2.9M +$3.54M +89,841 New
MAM
140
Meeder Asset Management
Ohio
$2.83M +$108K +2,739 +3%
IMRF
141
Illinois Municipal Retirement Fund
Illinois
$2.82M
Aberdeen Group
142
Aberdeen Group
United Kingdom
$2.82M +$2.13M +54,038 +163%
CAPTRUST Financial Advisors
143
CAPTRUST Financial Advisors
North Carolina
$2.81M +$55.5K +1,407 +2%
TAF
144
Tredje AP-fonden
Sweden
$2.79M +$1.64M +41,441 +92%
CC
145
Cannell & Co
New York
$2.77M +$17.7K +449 +0.5%
FDCDDQ
146
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.74M
OC
147
Oppenheimer & Co
New York
$2.71M -$34.2K -867 -1%
COPPSERS
148
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.68M -$4.62K -117 -0.1%
EI
149
EDMP Inc
Florida
$2.66M -$31.4K -796 -1%
AIP
150
Ameritas Investment Partners
Nebraska
$2.63M -$442K -11,211 -12%