440 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
Holders
440
Holders Change
-42
Holders Change %
-8.71%
% of All Funds
7.02%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
60
Increased
151
Reduced
155
Closed
96
Calls
$50.5M
Puts
$31.7M
Net Calls
+$18.8M
Net Calls Change
+$18.2M
Name Holding Trade Value Shares
Change
Shares
Change %
EI
151
Ethic Inc
New York
$1.78M +$46.4K +2,019 +3%
FDCDDQ
152
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.69M +$145K +6,303 +9%
QC
153
Quadrature Capital
United Kingdom
$1.67M +$1.38M +60,142 +474%
Voloridge Investment Management
154
Voloridge Investment Management
Florida
$1.65M +$1.65M +71,704 New
TRSOTSOK
155
Teachers Retirement System of the State of Kentucky
Kentucky
$1.65M +$794K +34,533 +93%
OC
156
Oppenheimer & Co
New York
$1.6M +$23 +1 +0%
FRM
157
Fox Run Management
Connecticut
$1.59M +$732K +31,814 +85%
YIH
158
Y-Intercept (HK)
Hong Kong
$1.55M -$439K -19,104 -22%
Bank of Montreal
159
Bank of Montreal
Ontario, Canada
$1.47M -$68K -2,776 -4%
HC
160
Hourglass Capital
Texas
$1.46M +$1.46M +63,530 New
GC
161
Guggenheim Capital
Illinois
$1.46M -$161K -7,006 -10%
Osaic Holdings
162
Osaic Holdings
Arizona
$1.45M +$145K +6,304 +11%
Mackenzie Financial
163
Mackenzie Financial
Ontario, Canada
$1.4M -$10.6M -494,206 -88%
Cambridge Investment Research Advisors
164
Cambridge Investment Research Advisors
Iowa
$1.38M -$51K -2,216 -4%
ASRS
165
Arizona State Retirement System
Arizona
$1.37M +$55.5K +2,412 +4%
LSERS
166
Louisiana State Employees Retirement System
Louisiana
$1.36M -$41.4K -1,800 -3%
OPERF
167
Oregon Public Employees Retirement Fund
Oregon
$1.35M -$2.34M -101,545 -63%
AIM
168
Achmea Investment Management
Netherlands
$1.34M -$1.52M -65,879 -53%
KTA
169
Keeley-Teton Advisors
Illinois
$1.33M -$138 -6 -0%
AIM
170
Aigen Investment Management
New York
$1.29M -$1.29M -55,882 -50%
AC
171
AXQ Capital
New Jersey
$1.26M +$971K +42,200 +335%
Cerity Partners
172
Cerity Partners
New York
$1.26M -$22.5K -977 -2%
KBC Group
173
KBC Group
Belgium
$1.23M -$209K -9,095 -14%
AIMCA
174
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.2M -$5.51M -239,628 -82%
CCA
175
Catalyst Capital Advisors
New York
$1.19M