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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
PNC Financial Services Group
201
PNC Financial Services Group
Pennsylvania
$1.34M -$29.7K -754 -2%
Neuberger Berman Group
202
Neuberger Berman Group
New York
$1.32M -$390K -9,887 -20%
Canada Pension Plan Investment Board
203
Canada Pension Plan Investment Board
Ontario, Canada
$1.29M -$241K -6,110 -13%
Verition Fund Management
204
Verition Fund Management
Connecticut
$1.28M +$1.56M +39,557 New
GIBU
205
Gulf International Bank (UK)
United Kingdom
$1.25M
II
206
IFM Investors
Australia
$1.25M
Caisse de Depot et Placement du Quebec (CDPQ)
207
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.22M -$365K -9,253 -20%
URS
208
Utah Retirement Systems
Utah
$1.2M +$7.89K +200 +0.5%
PAM
209
Panagora Asset Management
Massachusetts
$1.16M -$121K -3,061 -8%
AIC
210
Aurora Investment Counsel
Georgia
$1.15M +$38.8K +984 +3%
BS
211
Boenning & Scattergood
Pennsylvania
$1.14M +$197K +5,005 +17%
BA
212
BCM Advisors
Louisiana
$1.14M
GF
213
Gries Financial
Ohio
$1.1M -$656K -16,638 -33%
MF
214
Magnetar Financial
Illinois
$1.09M +$1.33M +33,747 New
FFG
215
Fortem Financial Group
California
$1.08M -$62.3K -1,579 -4%
BA
216
Bridgewater Associates
Connecticut
$1.07M -$164K -4,158 -11%
NMERB
217
New Mexico Educational Retirement Board
New Mexico
$1.07M
Allianz Asset Management
218
Allianz Asset Management
Germany
$1.07M -$7.22M -183,017 -85%
IRC
219
Investors Research Corp
Georgia
$1.05M
CIP
220
Convergence Investment Partners
Florida
$1.03M -$23.5K -595 -2%
BCM
221
Bayesian Capital Management
New York
$1.02M -$142K -3,600 -10%
VF
222
Virtu Financial
New York
$1.02M +$1.24M +31,439 New
ECM
223
ExodusPoint Capital Management
New York
$1.01M +$1.23M +31,228 New
ATPW
224
Ashton Thomas Private Wealth
Arizona
$996K -$135K -3,423 -10%
JCM
225
Jacobi Capital Management
Pennsylvania
$996K +$17.6K +445 +1%