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
Name Market Value Shares Shares
Change
Shares
Change %
RLH
276
RD Lewis Holdings
Florida
$430K 13,453 +13,453 New
CGH
277
Crossmark Global Holdings
Texas
$425K 15,079 -20 -0.1%
Grantham, Mayo, Van Otterloo & Co (GMO)
278
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$423K 14,984 +14,984 New
PD
279
Point72 (DIFC)
United Arab Emirates
$416K 14,725 +14,725 New
NFC
280
Northstar Financial Companies
Pennsylvania
$415K 14,695 +14,695 New
Envestnet Portfolio Solutions
281
Envestnet Portfolio Solutions
Illinois
$411K 14,556 +1,204 +9%
VSQM
282
V-Square Quantitative Management
Illinois
$411K 14,408 +3,805 +36%
PMAM
283
Penn Mutual Asset Management
Pennsylvania
$409K 14,500 +6,000 +71%
AOWM
284
Alpha Omega Wealth Management
Virginia
$406K 14,377 +2,798 +24%
PNC Financial Services Group
285
PNC Financial Services Group
Pennsylvania
$403K 14,271 -59 -0.4%
SOAMC
286
Spirit of America Management Corp
New York
$395K 14,000
Carson Wealth (CWM LLC)
287
Carson Wealth (CWM LLC)
Nebraska
$394K 13,958 +7,762 +125%
USAA
288
United Services Automobile Association
Texas
$387K 13,710
AG
289
Algert Global
California
$387K 13,726 -466,159 -97%
OAM
290
Oppenheimer Asset Management
New York
$387K 13,702 +13,702 New
P
291
&Partners
Tennessee
$371K 13,036 -6,256 -32%
PAM
292
Panagora Asset Management
Massachusetts
$369K 13,082 +1,338 +11%
FMWA
293
Forvis Mazars Wealth Advisors
Missouri
$369K 13,072
WTC
294
WhitTier Trust Company
Nevada
$360K 12,756 +12,756 New
Wolverine Trading
295
Wolverine Trading
Illinois
$356K 12,653 +12,653 New
SCM
296
Sterling Capital Management
North Carolina
$354K 12,537 -9,021 -42%
LNWWM
297
Laird Norton Wetherby Wealth Management
California
$351K 12,423 +124 +1%
Robeco Institutional Asset Management
298
Robeco Institutional Asset Management
Netherlands
$344K 12,192 -72,952 -86%
CPRC
299
Consolidated Portfolio Review Corp
New York
$340K 12,041 -2,263 -16%
MSRPS
300
Maryland State Retirement & Pension System
Maryland
$339K 11,995