UGI Stock Ownership Breakdown

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own UGI shares is 645, representing 86.65% of the company's common stock.

MASSACHUSETTS FINANCIAL SERVICES CO /MA/, in the last quarter, reduced its stake in UGI by -6.12% restricting it's holding to 377.09 thousand shares of worth nearly $9.25M. WELLS FARGO & COMPANY/MN also lessened -36.83% of the UGI shares from its portfolio, reducing its holding to 282.94 thousand shares of worth $6.94M. GREENLAND CAPITAL MANAGEMENT LP also shunned UGI shares holding by -10.99% last quarter which brought its holding to 280.3 thousand shares worth $6.88M.

As per its latest 13F filing, SNYDER CAPITAL MANAGEMENT L P increased its stake in UGI by 14.89% in the last quarter. The institutional holder raised its holding to 5.27 million shares having worth more than $129.44M. ADVISORS ASSET MANAGEMENT, INC. also added 28.31% more shares of UGI to its portfolio, raising its holding to 350.34 thousand shares of worth $8.60M. FRANKLIN RESOURCES INC also increased its UGI shares holding by 161.15% which brought its holding to 340.05 thousand shares worth $8.34M.

The insider with the most stakes in UGI is HERMANCE FRANK S , director at the company. Additionally, UGI stock is highly held by director GREENBERG LON R and Walsh John L among others.

Company executives, directors, and other insiders own 0.42% percent of UGI Corporation's stock. Within the last six months, there have been 0 transaction(s) in which UGI insiders have sold stock, totaling 0 shares. Insiders that have sold shares include HERMANCE FRANK S, GAUDIOSI MONICA M, and PERREAULT ROGER.

There have been 0 transaction(s) during the past 6-months in which UGI Corporation insiders have bought stock, totalling 0 shares

Around 0 UGI Corporation shares are held by insiders, which represents about 0.42% of UGI stock.

UGI director, HERMANCE FRANK S holds the largest portfolio of the company's shares. UGI shares owned by HERMANCE total nearly 465 thousand.

SNYDER CAPITAL MANAGEMENT L P is the largest institutional owner in UGI which holds 5.27 million shares worth $129.44M or 2.51% of the total UGI shares outstanding followed by MASSACHUSETTS FINANCIAL SERVICES CO /MA/ with ownership of 377.09 thousand shares representing 0.18% of the UGI ownership. HEARTLAND ADVISORS INC is the third largest stakeholder with 364.45 thousand shares or 0.17% of the ownership worth more than $8.94M.

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the UGI is concerned, it is a stock which is optionable.

Number of UGI shares short is 7.30M. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

As of today, 214.71M shares of UGI are outstanding.

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, UGI has 213.76M shares in float.

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for UGI is 4.52.