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462 hedge funds and large institutions have $4.19B invested in UGI in 2024 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 171 increasing their positions, 130 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $37.5M | Put options by funds: $24.4M

42% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 55

32% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 130

4.4% more ownership

Funds ownership: 82.82%87.22% (+4.4%)

4% more funds holding

Funds holding: 445462 (+17)

2% less capital invested

Capital invested by funds: $4.26B → $4.19B (-$67.2M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
462
Holders Change
+17
Holders Change %
+3.82%
% of All Funds
6.67%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
78
Increased
171
Reduced
130
Closed
55
Calls
$37.5M
Puts
$24.4M
Net Calls
+$13.1M
Net Calls Change
-$807K
Name Holding Trade Value Shares
Change
Change in
Stake
MA
251
Mutual Advisors
Nebraska
$450K +$47.5K +1,959 +12%
BRWA
252
B. Riley Wealth Advisors
Florida
$448K +$466K +19,245 New
MML Investors Services
253
MML Investors Services
Massachusetts
$444K -$95.7K -3,950 -17%
WANY
254
Wealthspire Advisors (New York)
New York
$421K +$2.01K +83 +0.5%
Group One Trading
255
Group One Trading
Illinois
$421K +$445K +18,383 New
NS
256
NBC Securities
Alabama
$418K +$200K +8,236 +82%
KFA
257
Krane Funds Advisors
New York
$410K -$9.01K -372 -2%
Truist Financial
258
Truist Financial
North Carolina
$405K +$189K +7,813 +79%
ACM
259
Argyle Capital Management
Pennsylvania
$398K
Marshall Wace
260
Marshall Wace
United Kingdom
$392K +$414K +17,107 New
PAG
261
Private Advisor Group
New Jersey
$389K +$111K +4,577 +37%
USAA
262
United Services Automobile Association
Texas
$388K +$34.3K +1,416 +9%
SAM
263
Securian Asset Management
Minnesota
$383K -$12.4K -513 -3%
CIC
264
Carnegie Investment Counsel
Ohio
$381K -$19.6K -809 -5%
Lazard Asset Management
265
Lazard Asset Management
New York
$381K +$402K +16,584 +29,614%
IA
266
IFP Advisors
Florida
$370K +$337K +13,921 +618%
P
267
&Partners
Tennessee
$370K +$5.84K +241 +2%
CGH
268
Crossmark Global Holdings
Texas
$369K -$55.6K -2,294 -12%
MSRPS
269
Maryland State Retirement & Pension System
Maryland
$365K
FB
270
Fulton Bank
Pennsylvania
$343K +$13.5K +558 +4%
BA
271
Bridgewater Associates
Connecticut
$340K +$359K +14,829 New
PI
272
PFG Investments
New York
$336K -$104K -4,289 -23%
Corient Private Wealth
273
Corient Private Wealth
Florida
$336K +$97 +4 +0%
SPA
274
Sherbrooke Park Advisers
New York
$335K -$390K -16,088 -52%
VFG
275
V2 Financial group
Illinois
$331K +$38.1K +1,573 +13%