441 hedge funds and large institutions have $3.95B invested in UGI in 2023 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 151 increasing their positions, 155 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

9% less funds holding

Funds holding: 483441 (-42)

15% less capital invested

Capital invested by funds: $4.66B → $3.95B (-$708M)

38% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 96

Holders
441
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$50.5M
Puts
$31.7M
Net Calls
Net Calls Change

Top Buyers

1 +$55.7M
2 +$53.3M
3 +$33.8M
4
NIG
NFJ Investment Group
Texas
+$33.2M
5
Norges Bank
Norges Bank
Norway
+$25.8M
Name Holding Trade Value Shares
Change
Change in
Stake
151
$1.78M
152
$1.69M
153
$1.67M
154
$1.65M
155
$1.65M
156
$1.6M
157
$1.59M
158
$1.55M
159
$1.47M
160
$1.46M
161
$1.46M
162
$1.45M
163
$1.4M
164
$1.38M
165
$1.37M
166
$1.36M
167
$1.35M
168
$1.33M
169
$1.33M
170
$1.29M
171
$1.26M
172
$1.26M
173
$1.23M
174
$1.2M
175
$1.19M