440 hedge funds and large institutions have $4.3B invested in UGI in 2023 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 142 increasing their positions, 168 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
440
Holders Change
Holders Change %
0%
% of All Funds
6.45%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
65
Increased
142
Reduced
168
Closed
61
Calls
$55.1M
Puts
$34.8M
Net Calls
+$20.3M
Net Calls Change
+$1.58M
Name Holding Trade Value Shares
Change
Shares
Change %
VPIM
226
Vanguard Personalized Indexing Management
California
$624K -$411K -16,717 -40%
Citigroup
227
Citigroup
New York
$618K -$4.29M -174,515 -87%
NRD
228
Nebula Research & Development
New York
$617K +$617K +25,074 New
CC
229
Cipher Capital
New York
$599K +$216K +8,769 +56%
Pathstone Holdings
230
Pathstone Holdings
New Jersey
$590K +$590K +23,992 New
BHCM
231
Brevan Howard Capital Management
Jersey
$576K +$576K +23,399 New
Public Employees Retirement Association of Colorado
232
Public Employees Retirement Association of Colorado
Colorado
$572K
A
233
AlphaQuest
New York
$566K +$566K +23,018 New
SOADOR
234
State of Alaska Department of Revenue
Alaska
$556K -$55.8K -2,270 -9%
TRCT
235
Tower Research Capital (TRC)
New York
$552K +$379K +15,424 +220%
CC
236
Centiva Capital
New York
$544K +$544K +22,130 New
MML Investors Services
237
MML Investors Services
Massachusetts
$538K +$209K +8,502 +64%
EIP
238
Ellis Investment Partners
Pennsylvania
$533K -$95K -3,861 -15%
IA
239
IFG Advisory
Georgia
$528K -$240K -9,741 -31%
TCM
240
Teza Capital Management
Illinois
$518K -$234K -9,512 -31%
LP
241
LMR Partners
United Kingdom
$516K
SG Americas Securities
242
SG Americas Securities
New York
$503K -$1.45M -58,812 -74%
BCA
243
Bay Colony Advisors
Massachusetts
$496K -$40.8K -1,657 -8%
NIM
244
Needham Investment Management
New York
$492K
Natixis Advisors
245
Natixis Advisors
Massachusetts
$490K -$534K -21,746 -52%
OQS
246
Occudo Quantitative Strategies
Florida
$479K +$479K +19,467 New
Mitsubishi UFJ Asset Management
247
Mitsubishi UFJ Asset Management
Japan
$474K +$18.3K +739 +4%
AIC
248
Archer Investment Corporation
Indiana
$473K
CAN
249
Cetera Advisor Networks
California
$466K -$27.3K -1,110 -6%
Verition Fund Management
250
Verition Fund Management
Connecticut
$464K -$714K -29,022 -61%