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UGI
UGI

Overview Fund Activity

443 hedge funds and large institutions have $4.26B invested in UGI in 2024 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 166 increasing their positions, 130 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
443
Holders Change
+3
Holders Change %
+0.68%
% of All Funds
6.42%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
68
Increased
166
Reduced
130
Closed
59
Calls
$33.9M
Puts
$20M
Net Calls
+$13.9M
Net Calls Change
-$6.4M

Top Buyers

1
Invesco
1
Invesco
Georgia
$73.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$130M
3
SCM
3
Snyder Capital Management
California
$129M
4
BlackRock
4
BlackRock
New York
$736M
5
BC
5
Burney Company
Virginia
$18.4M

Top Sellers

1
First Eagle Investment Management
1
First Eagle Investment Management
New York
$113M
2
Deutsche Bank
2
Deutsche Bank
Germany
$121M
3
Morgan Stanley
3
Morgan Stanley
New York
$70.1M
4
FFL
4
Flat Footed LLC
Wyoming
$0
5
SCM
5
SIR Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WANY
251
Wealthspire Advisors (New York)
New York
$449K – – –
CAG
252
Csenge Advisory Group
Florida
$440K +$36.5K +1,487 +9%
KFA
253
Krane Funds Advisors
New York
$439K +$439K +18,260 New
CIC
254
Carnegie Investment Counsel
Ohio
$428K -$4.37K -178 -1%
ACM
255
Argyle Capital Management
Pennsylvania
$426K +$199K +8,100 +87%
SAM
256
Securian Asset Management
Minnesota
$423K -$10.1K -410 -2%
GT
257
Glenmede Trust
Pennsylvania
$409K +$64.2K +2,615 +19%
Mercer Global Advisors
258
Mercer Global Advisors
Colorado
$407K -$3.93K -160 -1%
DekaBank Deutsche Girozentrale
259
DekaBank Deutsche Girozentrale
Germany
$401K -$1.21M -50,222 -75%
LNWWM
260
Laird Norton Wetherby Wealth Management
California
$400K +$102K +4,139 +34%
MA
261
Mutual Advisors
Nebraska
$398K +$54.8K +2,233 +16%
SSA
262
Schonfeld Strategic Advisors
New York
$391K -$306K -12,459 -44%
P
263
&Partners
Tennessee
$390K +$390K +15,899 New
PTC
264
Petrus Trust Company
Texas
$382K -$78.9K -3,215 -17%
USAA
265
United Services Automobile Association
Texas
$381K – – –
MSRPS
266
Maryland State Retirement & Pension System
Maryland
$379K – – –
SOW
267
State of Wyoming
Wyoming
$378K +$248K +10,103 +191%
CPRC
268
Consolidated Portfolio Review Corp
New York
$374K +$119K +4,848 +47%
Neuberger Berman Group
269
Neuberger Berman Group
New York
$370K -$63.8K -2,600 -15%
Corient Private Wealth
270
Corient Private Wealth
Florida
$360K +$2.72K +111 +0.8%
FB
271
Fulton Bank
Pennsylvania
$354K -$91.9K -3,746 -21%
PP
272
Paloma Partners
Connecticut
$351K +$351K +14,309 New
Allianz Asset Management
273
Allianz Asset Management
Germany
$351K +$103K +4,200 +42%
AIC
274
Archer Investment Corporation
Indiana
$348K -$124K -5,040 -26%
SOAMC
275
Spirit of America Management Corp
New York
$344K – – –
9 10
11
12 13