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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
SS
176
Simplicity Solutions
Minnesota
$1.77M +$376K +9,532 +21%
GT
177
Glenmede Trust
Pennsylvania
$1.77M -$10.8M -273,513 -83%
Jane Street
178
Jane Street
New York
$1.75M +$2.13M +54,019 New
EAM
179
Erste Asset Management
Austria
$1.73M +$687K +17,400 +49%
WHRC
180
W.H. Reaves & Co
New Jersey
$1.72M +$656K +16,623 +46%
CCA
181
Catalyst Capital Advisors
New York
$1.71M
SO
182
STRS Ohio
Ohio
$1.7M +$70.3K +1,781 +4%
Osaic Holdings
183
Osaic Holdings
Arizona
$1.69M -$5.76K -146 -0.3%
Assenagon Asset Management
184
Assenagon Asset Management
Luxembourg
$1.67M +$396K +10,035 +24%
Nomura Asset Management
185
Nomura Asset Management
Japan
$1.64M +$64K +1,621 +3%
RWM
186
RBA Wealth Management
California
$1.6M +$145K +3,674 +8%
MCM
187
Monument Capital Management
Virginia
$1.6M +$274K +6,949 +16%
CSS
188
Cubist Systematic Strategies
Connecticut
$1.53M -$3.56M -90,288 -66%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
189
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.52M +$1.85M +46,975 New
Susquehanna International Group
190
Susquehanna International Group
Pennsylvania
$1.49M +$473K +11,985 +35%
ASN
191
Advisory Services Network
Georgia
$1.47M -$13.8K -349 -0.8%
Toronto Dominion Bank
192
Toronto Dominion Bank
Ontario, Canada
$1.46M -$61.2K -1,551 -3%
Korea Investment Corp
193
Korea Investment Corp
South Korea
$1.46M -$466K -11,809 -21%
WCBA
194
Weaver C. Barksdale & Associates
Tennessee
$1.44M -$63K -1,596 -3%
MCA
195
MSH Capital Advisors
Arizona
$1.42M +$5.41K +137 +0.3%
Renaissance Technologies
196
Renaissance Technologies
New York
$1.41M +$907K +23,000 +112%
PCOC
197
Power Corp of Canada
Canada
$1.39M +$1.7M +43,052 New
KTA
198
Keeley-Teton Advisors
Illinois
$1.38M -$10.3K -262 -0.6%
AT
199
Arvest Trust
Oklahoma
$1.35M +$383K +9,697 +30%
Natixis Advisors
200
Natixis Advisors
Massachusetts
$1.34M -$107K -2,709 -6%