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UGI
UGI

Overview Fund Activity

505 hedge funds and large institutions have $5.58B invested in UGI in 2024 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 181 increasing their positions, 146 reducing their positions, and 48 closing their positions.

Holders
505
Holders Change
+35
Holders Change %
+7.45%
% of All Funds
6.73%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
92
Increased
181
Reduced
146
Closed
48
Calls
$47M
Puts
$82.1M
Net Calls
-$35.1M
Net Calls Change
-$16.4M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$103M
2
LF
2
Lansforsakringar Fondforvaltning
Sweden
$84.9M
3
HAI
3
Hennessy Advisors Inc
California
$67.1M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$325M
5
CM
5
Corvex Management
New York
$55.4M

Top Sellers

1
BlackRock
1
BlackRock
New York
$731M
2
Mitsubishi UFJ Trust & Banking
2
Mitsubishi UFJ Trust & Banking
Japan
$89.6M
3
Bank of America
3
Bank of America
North Carolina
$26.3M
4
NIG
4
NFJ Investment Group
Texas
$0
5
DZ Bank
5
DZ Bank
Germany
$20M
Name Market Value Shares Shares
Change 		Shares
Change %
Nomura Holdings
226
Nomura Holdings
Japan
$804K 28,487 +28,487 New
Simplex Trading
227
Simplex Trading
Illinois
$803K 28,479 -3,076 -10%
Squarepoint
228
Squarepoint
New York
$790K 27,967 -19,492 -41%
I
229
INVST
Indiana
$789K 27,944 +474 +2%
IIM
230
INTECH Investment Management
Florida
$779K 27,578 +10,056 +57%
ZIM
231
Zacks Investment Management
Illinois
$777K 27,524 -4,048 -13%
NGA
232
Naples Global Advisors
Florida
$774K 27,079 -316 -1%
KWM
233
Kingsview Wealth Management
Oregon
$740K 26,215 +26,215 New
HFM
234
Harvest Fund Management
China
$732K 25,911 +25,911 New
OQS
235
Occudo Quantitative Strategies
Florida
$721K 25,548 +25,548 New
I
236
InceptionR
California
$715K 25,313 +25,313 New
Cetera Investment Advisers
237
Cetera Investment Advisers
Illinois
$712K 25,207 +523 +2%
Teacher Retirement System of Texas
238
Teacher Retirement System of Texas
Texas
$703K 24,910 -45,801 -65%
SOADOR
239
State of Alaska Department of Revenue
Alaska
$690K 24,476 +165 +0.7%
Stifel Financial
240
Stifel Financial
Missouri
$677K 23,972 -3,489 -13%
Mercer Global Advisors
241
Mercer Global Advisors
Colorado
$655K 23,218 +6,210 +37%
Public Employees Retirement Association of Colorado
242
Public Employees Retirement Association of Colorado
Colorado
$648K 22,952 -301 -1%
KCM
243
Kendall Capital Management
Maryland
$636K 22,520 +6,865 +44%
CB
244
Commerce Bank
Missouri
$635K 22,496 -3,297 -13%
CL
245
Choreo LLC
Illinois
$601K 21,129 -2,879 -12%
VI
246
Versor Investments
New York
$598K 21,200 +21,200 New
ECM
247
Everence Capital Management
Indiana
$593K 21,010 +21,010 New
TRCT
248
Tower Research Capital (TRC)
New York
$591K 20,947 +16,111 +333%
CIC
249
Cornercap Investment Counsel
Georgia
$586K 20,753 – –
PCM
250
Prelude Capital Management
New York
$582K 20,611 +20,611 New
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