472 hedge funds and large institutions have $4.55B invested in UGI in 2024 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 174 increasing their positions, 149 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.87% less ownership

Funds ownership: 87.31%84.44% (-2.9%)

36% less call options, than puts

Call options by funds: $33.1M | Put options by funds: $51.7M

Holders
472
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
$33.1M
Puts
$51.7M
Net Calls
Net Calls Change

Top Buyers

1 +$69.7M
2 +$43.8M
3 +$32.1M
4
Norges Bank
Norges Bank
Norway
+$26M
5
Charles Schwab
Charles Schwab
California
+$20.2M

Top Sellers

1 -$122M
2 -$81.6M
3 -$28.2M
4
Millennium Management
Millennium Management
New York
-$26.7M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$22.9M
Name Holding Trade Value Shares
Change
Change in
Stake
226
$623K
227
$618K
228
$608K
229
$598K
230
$589K
231
$582K
232
$576K
233
$570K
234
$551K
235
$547K
236
$543K
237
$539K
238
$519K
239
$516K
240
$500K
241
$490K
242
$489K
243
$489K
244
$485K
245
$485K
246
$483K
247
$448K
248
$445K
249
$443K
250
$441K