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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
GIA
151
Gateway Investment Advisers
Ohio
$2.6M -$16.5K -417 -0.5%
RJA
152
Raymond James & Associates
Florida
$2.52M -$172K -4,359 -5%
EVM
153
Eaton Vance Management
Massachusetts
$2.5M
JG
154
Jefferies Group
New York
$2.42M +$2.96M +75,000 New
State of Tennessee, Department of Treasury
155
State of Tennessee, Department of Treasury
Tennessee
$2.42M -$1.98M -50,261 -40%
SSA
156
Schonfeld Strategic Advisors
New York
$2.4M +$2.93M +74,345 New
GI
157
GAMCO Investors
Connecticut
$2.35M -$1.12M -28,340 -28%
AA
158
ALPS Advisors
Colorado
$2.34M +$794K +20,127 +39%
SOMRS
159
State of Michigan Retirement System
Michigan
$2.2M -$23.7K -600 -0.9%
EFS
160
Econ Financial Services
Pennsylvania
$2.19M +$1.45M +36,763 +119%
Mitsubishi UFJ Asset Management
161
Mitsubishi UFJ Asset Management
Japan
$2.15M -$17.6K -447 -0.7%
Royal Bank of Canada
162
Royal Bank of Canada
Ontario, Canada
$2.14M -$929K -23,554 -26%
Macquarie Group
163
Macquarie Group
Australia
$2.12M -$89K -2,257 -3%
SAM
164
Shell Asset Management
Netherlands
$2.12M -$709K -17,962 -22%
SOAMC
165
Spirit of America Management Corp
New York
$2.08M -$78.9K -2,000 -3%
AIM
166
Achmea Investment Management
Netherlands
$1.93M -$10.2K -258 -0.4%
Truist Financial
167
Truist Financial
North Carolina
$1.9M -$693K -17,576 -23%
PP
168
Prudential plc
United Kingdom
$1.89M +$2.06M +52,214 +827%
BNP Paribas Financial Markets
169
BNP Paribas Financial Markets
France
$1.88M -$139K -3,523 -6%
ASRS
170
Arizona State Retirement System
Arizona
$1.86M -$35.4K -898 -2%
VIA
171
Vident Investment Advisory
Georgia
$1.84M +$120K +3,047 +5%
LPL Financial
172
LPL Financial
California
$1.82M +$222K +5,625 +11%
LSERS
173
Louisiana State Employees Retirement System
Louisiana
$1.8M +$19.7K +500 +0.9%
Janus Henderson Group
174
Janus Henderson Group
United Kingdom
$1.79M +$1.15M +29,240 +112%
VRS
175
Virginia Retirement Systems
Virginia
$1.78M +$2.18M +55,200 New