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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 %
WAP
251
Wealthcare Advisory Partners
Pennsylvania
$553K 19,598 -2 -0%
WorldQuant Millennium Advisors
252
WorldQuant Millennium Advisors
New York
$552K 19,543 – –
Corient Private Wealth
253
Corient Private Wealth
Florida
$537K 19,006 +1,097 +6%
MML Investors Services
254
MML Investors Services
Massachusetts
$533K 18,888 -640 -3%
CAMG
255
CWA Asset Management Group
Florida
$532K 18,843 +3,847 +26%
NP
256
Nilsine Partners
Colorado
$517K 18,318 +2,646 +17%
AWM
257
AE Wealth Management
Kansas
$514K 18,189 +4,139 +29%
IA
258
IFG Advisory
Georgia
$514K 18,190 -2,448 -12%
KAS
259
Kestra Advisory Services
Texas
$511K 18,094 +3,246 +22%
AG
260
AIA Group
Hong Kong
$509K 18,047 +323 +2%
SWP
261
Stratos Wealth Partners
Ohio
$489K 17,314 -6,588 -28%
WIA
262
Wealthedge Investment Advisors
New York
$487K 17,267 +17,267 New
SPIA
263
Steward Partners Investment Advisory
New York
$487K 17,259 +15,905 +1,175%
WANY
264
Wealthspire Advisors (New York)
New York
$487K 17,251 +736 +4%
VI
265
Vestcor Inc
New Brunswick, Canada
$486K 17,221 +2,493 +17%
Focus Partners Wealth
266
Focus Partners Wealth
Massachusetts
$482K 17,087 +17,087 New
DekaBank Deutsche Girozentrale
267
DekaBank Deutsche Girozentrale
Germany
$467K 16,635 – –
EWA
268
EP Wealth Advisors
California
$463K 16,391 +1,948 +13%
Lazard Asset Management
269
Lazard Asset Management
New York
$460K 16,297 +3,402 +26%
SAM
270
Securian Asset Management
Minnesota
$458K 16,230 -389 -2%
KI
271
Kapitalo Investimentos
Brazil
$457K 16,189 +16,189 New
FB
272
Fulton Bank
Pennsylvania
$451K 15,960 +111 +0.7%
VFG
273
V2 Financial group
Illinois
$438K 15,500 +1,534 +11%
CIC
274
Carnegie Investment Counsel
Ohio
$432K 15,313 – –
ISL
275
Ingalls & Snyder LLC
New York
$431K 15,284 – –
9 10
11
12 13