441 hedge funds and large institutions have $4.3B invested in UGI in 2023 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 142 increasing their positions, 168 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

7% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 61

0% more funds holding

Funds holding: 441441 (0)

15% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 168

Holders
441
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
$55.1M
Puts
$34.8M
Net Calls
Net Calls Change

Top Sellers

1 -$59.4M
2 -$28.4M
3 -$27.7M
4
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
-$25.5M
5
Norges Bank
Norges Bank
Norway
-$22.8M
Name Holding Trade Value Shares
Change
Change in
Stake
301
$248K
302
$245K
303
$245K
304
$244K
305
$231K
306
$230K
307
$228K
308
$226K
309
$223K
310
$221K
311
$209K
312
$204K
313
$204K
314
$203K
315
$188K
316
$188K
317
$163K
318
$152K
319
$149K
320
$143K
321
$130K
322
$111K
323
$107K
324
$102K
325
$92.4K