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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
Twin Tree Management
201
Twin Tree Management
Texas
$851K +$757K +24,964 +1,386%
ACM
202
Argyle Capital Management
Pennsylvania
$816K
SSA
203
Schonfeld Strategic Advisors
New York
$812K -$248K -8,191 -24%
DnB Asset Management
204
DnB Asset Management
Norway
$804K
EIA
205
Edgemoor Investment Advisors
Maryland
$796K -$4.91K -162 -0.6%
HSA
206
Hussman Strategic Advisors
Maryland
$795K +$758K +25,000 New
RIM
207
Redpoint Investment Management
Australia
$773K -$62.2K -2,052 -8%
NAM
208
Nissay Asset Management
Japan
$750K +$86.7K +2,857 +14%
S
209
Seeyond
France
$726K -$657K -21,647 -49%
JCM
210
Jacobi Capital Management
Pennsylvania
$698K +$63.6K +2,098 +11%
CIC
211
Carnegie Investment Counsel
Ohio
$694K
SM
212
Sciencast Management
New Jersey
$686K +$668K +22,009 New
SAM
213
Securian Asset Management
Minnesota
$671K -$11K -364 -2%
DRZID
214
DePrince Race & Zollo Inc (DRZ)
Florida
$671K +$640K +21,090 New
ASN
215
Advisory Services Network
Georgia
$666K +$114K +3,768 +22%
PAG
216
Private Advisor Group
New Jersey
$638K +$196K +6,450 +47%
AAM
217
Advisors Asset Management
Colorado
$633K +$61.4K +2,024 +11%
PI
218
PEAK6 Investments
Illinois
$607K +$485K +15,984 +516%
GWM
219
Geneos Wealth Management
Colorado
$602K +$30.3K +1,000 +5%
X
220
Xponance
Pennsylvania
$598K +$571K +18,810 New
FFG
221
Fortem Financial Group
California
$597K -$112K -3,705 -16%
EIP
222
Ellis Investment Partners
Pennsylvania
$575K +$152K +5,002 +38%
SAM
223
Storebrand Asset Management
Norway
$561K +$197K +6,479 +58%
DTL
224
Dynamic Technology Lab
Singapore
$561K -$866K -28,546 -62%
II
225
IFM Investors
Australia
$550K -$112K -3,709 -18%