441 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

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

9% less funds holding

Funds holding: 483441 (-42)

15% less capital invested

Capital invested by funds: $4.66B → $3.95B (-$708M)

38% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 96

Holders
441
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$50.5M
Puts
$31.7M
Net Calls
Net Calls Change

Top Buyers

1 +$55.7M
2 +$53.3M
3 +$33.8M
4
NIG
NFJ Investment Group
Texas
+$33.2M
5
Norges Bank
Norges Bank
Norway
+$25.8M
Name Holding Trade Value Shares
Change
Change in
Stake
201
$857K
202
$842K
203
$838K
204
$827K
205
$791K
206
$774K
207
$771K
208
$766K
209
$760K
210
$757K
211
$744K
212
$718K
213
$717K
214
$715K
215
$708K
216
$703K
217
$699K
218
$699K
219
$690K
220
$684K
221
$676K
222
$676K
223
$656K
224
$648K
225
$636K