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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
Aberdeen Group
151
Aberdeen Group
United Kingdom
$1.8M +$28.2K +929 +2%
GIBU
152
Gulf International Bank (UK)
United Kingdom
$1.76M
NEI
153
Northwest & Ethical Investments
Ontario, Canada
$1.75M
ACI
154
AMP Capital Investors
Australia
$1.72M -$40.2K -1,327 -2%
SLAM
155
Swiss Life Asset Management
$1.7M
ESCM
156
Echo Street Capital Management
New York
$1.69M +$1.61M +53,038 New
Caisse de Depot et Placement du Quebec (CDPQ)
157
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.68M +$2.4K +79 +0.1%
Osaic Holdings
158
Osaic Holdings
Arizona
$1.68M -$908K -29,944 -36%
LSERS
159
Louisiana State Employees Retirement System
Louisiana
$1.65M +$42.5K +1,400 +3%
PP
160
Paloma Partners
Connecticut
$1.63M +$1.01M +33,426 +187%
KBC Group
161
KBC Group
Belgium
$1.59M +$580K +19,124 +62%
EAM
162
Eagle Asset Management
Florida
$1.58M -$1.02M -33,542 -40%
NMERB
163
New Mexico Educational Retirement Board
New Mexico
$1.58M
Zurich Cantonal Bank
164
Zurich Cantonal Bank
Switzerland
$1.57M -$870K -28,680 -37%
ASRS
165
Arizona State Retirement System
Arizona
$1.54M +$14.6K +480 +1%
GC
166
Guggenheim Capital
Illinois
$1.49M -$2.14M -70,685 -60%
OAM
167
Oppenheimer Asset Management
New York
$1.46M -$21.7K -715 -2%
CSS
168
Cubist Systematic Strategies
Connecticut
$1.45M +$821K +27,078 +145%
Man Group
169
Man Group
United Kingdom
$1.45M -$1.19M -39,294 -46%
COPPSERS
170
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.4M -$155K -5,111 -10%
CCA
171
Catalyst Capital Advisors
New York
$1.37M +$1.3M +42,960 New
LPL Financial
172
LPL Financial
California
$1.36M +$144K +4,764 +13%
Fuller & Thaler Asset Management
173
Fuller & Thaler Asset Management
California
$1.34M +$1.82K +60 +0.1%
Skandinaviska Enskilda Banken (SEB)
174
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.34M +$100K +3,300 +9%
EGM
175
Engineers Gate Manager
New York
$1.33M -$4.95M -163,335 -80%