506 hedge funds and large institutions have $5.58B invested in UGI in 2024 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 182 increasing their positions, 146 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

7.38% more ownership

Funds ownership: 84.44%91.82% (+7.4%)

7% more funds holding

Funds holding: 472506 (+34)

43% less call options, than puts

Call options by funds: $47M | Put options by funds: $82.1M

Holders
506
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$47M
Puts
$82.1M
Net Calls
Net Calls Change

Top Buyers

1 +$63.9M
2 +$59.6M
3 +$55.4M
4
Pictet Asset Management
Pictet Asset Management
Switzerland
+$48.3M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$43.2M

Top Sellers

1 -$58.8M
2 -$55.7M
3 -$26.9M
4
NIG
NFJ Investment Group
Texas
-$24.6M
5
DZ Bank
DZ Bank
Germany
-$19.6M
Name Holding Trade Value Shares
Change
Change in
Stake
251
$553K
252
$552K
253
$537K
254
$533K
255
$532K
256
$517K
257
$514K
258
$514K
259
$511K
260
$509K
261
$489K
262
$487K
263
$487K
264
$487K
265
$486K
266
$482K
267
$467K
268
$463K
269
$460K
270
$458K
271
$457K
272
$451K
273
$438K
274
$432K
275
$431K