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UGI
UGI

Overview Fund Activity

443 hedge funds and large institutions have $4.26B invested in UGI in 2024 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 166 increasing their positions, 130 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
443
Holders Change
+3
Holders Change %
+0.68%
% of All Funds
6.42%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
68
Increased
166
Reduced
130
Closed
59
Calls
$33.9M
Puts
$20M
Net Calls
+$13.9M
Net Calls Change
-$6.4M

Top Buyers

1
Invesco
1
Invesco
Georgia
$73.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$130M
3
SCM
3
Snyder Capital Management
California
$129M
4
BlackRock
4
BlackRock
New York
$736M
5
BC
5
Burney Company
Virginia
$18.4M

Top Sellers

1
First Eagle Investment Management
1
First Eagle Investment Management
New York
$113M
2
Deutsche Bank
2
Deutsche Bank
Germany
$121M
3
Morgan Stanley
3
Morgan Stanley
New York
$70.1M
4
FFL
4
Flat Footed LLC
Wyoming
$0
5
SCM
5
SIR Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CI Investments Inc
326
CI Investments Inc
Ontario, Canada
$112K +$20.8K +849 +23%
Nomura Asset Management
327
Nomura Asset Management
Japan
$110K +$30.8K +1,254 +39%
HBW
328
Hazlett, Burt & Watson
West Virginia
$99K +$15.7K +648 +19%
AWM
329
Avior Wealth Management
Nebraska
$98.3K +$98.3K +4,007 New
PA
330
Parallel Advisors
California
$92.6K +$14.2K +577 +18%
HFM
331
Hartford Financial Management
Connecticut
$92.1K – – –
MTIC
332
Missouri Trust & Investment Company
Missouri
$88.3K – – –
DJSG
333
D.J. St. Germain
Massachusetts
$88.3K – – –
LC
334
Lindbrook Capital
California
$86.4K +$4.2K +171 +5%
QL
335
Quarry LP
New York
$78.3K +$78.3K +3,189 New
RAM
336
Riggs Asset Management
Pennsylvania
$74.5K – – –
CTC
337
Central Trust Company
Missouri
$68.7K -$7.8K -318 -10%
EWA
338
EverSource Wealth Advisors
Alabama
$67K -$13K -507 -16%
TF
339
Tompkins Financial
New York
$61.9K – – –
QC
340
Quent Capital
New York
$61.5K -$2.43K -99 -4%
IA
341
IFP Advisors
Florida
$55.3K -$5.89K -240 -10%
MA
342
MCF Advisors
Kentucky
$55.2K – – –
BHWM
343
Beaird Harris Wealth Management
Texas
$55.2K – – –
AF
344
Allworth Financial
California
$53.8K +$1.92K +78 +4%
GI
345
GAMMA Investing
California
$51.9K +$20K +816 +63%
MPWT
346
MassMutual Private Wealth & Trust
Connecticut
$50.6K -$39.3K -1,600 -44%
Fifth Third Bancorp
347
Fifth Third Bancorp
Ohio
$48.9K +$2.36K +96 +5%
NF
348
Norwood Financial
Pennsylvania
$47.6K -$2.45K -100 -5%
CFGS
349
Concourse Financial Group Securities
Alabama
$45.1K +$1.32K +53 +3%
FG
350
Fairman Group
Pennsylvania
$44.5K +$44.5K +1,785 New
12 13
14
15 16