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
276
$430K
277
$425K
278
$423K
279
$416K
280
$415K
281
$411K
282
$411K
283
$409K
284
$406K
285
$403K
286
$395K
287
$394K
288
$387K
289
$387K
290
$387K
291
$371K
292
$369K
293
$369K
294
$360K
295
$356K
296
$354K
297
$351K
298
$344K
299
$340K
300
$339K