472 hedge funds and large institutions have $4.55B invested in UGI in 2024 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 174 increasing their positions, 149 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.87% less ownership

Funds ownership: 87.31%84.44% (-2.9%)

36% less call options, than puts

Call options by funds: $33.1M | Put options by funds: $51.7M

Holders
472
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$33.1M
Puts
$51.7M
Net Calls
Net Calls Change

Top Buyers

1 +$69.7M
2 +$43.8M
3 +$32.1M
4
Norges Bank
Norges Bank
Norway
+$26M
5
Charles Schwab
Charles Schwab
California
+$20.2M

Top Sellers

1 -$122M
2 -$81.6M
3 -$28.2M
4
Millennium Management
Millennium Management
New York
-$26.7M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$22.9M
Name Holding Trade Value Shares
Change
Change in
Stake
301
$265K
302
$264K
303
$261K
304
$260K
305
$256K
306
$255K
307
$254K
308
$252K
309
$251K
310
$250K
311
$242K
312
$239K
313
$235K
314
$235K
315
$231K
316
$230K
317
$230K
318
$226K
319
$224K
320
$222K
321
$222K
322
$220K
323
$215K
324
$214K
325
$213K