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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
CS
176
Candriam SCA
Luxembourg
$1.3M -$2.16M -71,063 -63%
MLICM
177
Metropolitan Life Insurance Company (MetLife)
New York
$1.28M -$463K -15,275 -27%
BF
178
BOK Financial
Oklahoma
$1.27M -$25.6K -845 -2%
URS
179
Utah Retirement Systems
Utah
$1.26M -$3.03K -100 -0.3%
SOADOR
180
State of Alaska Department of Revenue
Alaska
$1.18M +$31.3K +1,033 +3%
BS
181
Boenning & Scattergood
Pennsylvania
$1.15M +$168K +5,552 +18%
Nomura Asset Management
182
Nomura Asset Management
Japan
$1.14M -$343K -11,307 -24%
CC
183
Covalis Capital
United Kingdom
$1.13M +$1.07M +35,376 New
IRC
184
Investors Research Corp
Georgia
$1.09M +$594K +19,575 +132%
OAM
185
Optimal Asset Management
California
$1.09M -$1.1M -36,127 -51%
Mitsubishi UFJ Asset Management
186
Mitsubishi UFJ Asset Management
Japan
$1.08M -$15.7K -516 -1%
KTA
187
Keeley-Teton Advisors
Illinois
$1.07M +$337K +11,115 +50%
BCIM
188
British Columbia Investment Management
British Columbia, Canada
$1.06M +$320K +10,556 +46%
ACM
189
AlphaCrest Capital Management
New York
$1.04M -$1.55M -51,179 -61%
Toronto Dominion Bank
190
Toronto Dominion Bank
Ontario, Canada
$1.01M +$98K +3,231 +11%
CT
191
Coastline Trust
Rhode Island
$957K +$90.4K +2,980 +11%
UIM
192
USS Investment Management
United Kingdom
$956K -$131K -4,328 -13%
CGH
193
Crossmark Global Holdings
Texas
$951K +$8.8K +290 +1%
Janus Henderson Group
194
Janus Henderson Group
United Kingdom
$937K -$3.19M -105,302 -78%
American Century Companies
195
American Century Companies
Missouri
$904K +$863K +28,442 New
SG Americas Securities
196
SG Americas Securities
New York
$887K +$656K +21,617 +345%
AB
197
Amalgamated Bank
New York
$882K -$589K -19,422 -41%
ECM
198
ExodusPoint Capital Management
New York
$878K +$838K +27,617 New
RIA
199
RPG Investment Advisory
California
$860K -$23.3K -768 -3%
CDH
200
Charles D. Hyman
$858K -$114K -3,760 -12%