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462 hedge funds and large institutions have $4.19B invested in UGI in 2024 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 171 increasing their positions, 130 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $37.5M | Put options by funds: $24.4M

42% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 55

32% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 130

4.4% more ownership

Funds ownership: 82.82%87.22% (+4.4%)

4% more funds holding

Funds holding: 445462 (+17)

2% less capital invested

Capital invested by funds: $4.26B → $4.19B (-$67.2M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
462
Holders Change
+17
Holders Change %
+3.82%
% of All Funds
6.67%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
78
Increased
171
Reduced
130
Closed
55
Calls
$37.5M
Puts
$24.4M
Net Calls
+$13.1M
Net Calls Change
-$807K
Name Holding Trade Value Shares
Change
Change in
Stake
HSA
326
HBK Sorce Advisory
Pennsylvania
$202K +$213K +8,803 New
CIBC Private Wealth Group
327
CIBC Private Wealth Group
Georgia
$182K +$76.9K +3,173 +63%
TRCT
328
Tower Research Capital (TRC)
New York
$176K -$369K -15,224 -66%
CFB
329
Cullen/Frost Bankers
Texas
$176K +$180K +7,437 +3,192%
SG Americas Securities
330
SG Americas Securities
New York
$175K -$13M -534,860 -99%
Carson Wealth (CWM LLC)
331
Carson Wealth (CWM LLC)
Nebraska
$174K +$4.53K +187 +3%
S
332
SignatureFD
Georgia
$168K -$37.5K -1,546 -17%
EWA
333
EverSource Wealth Advisors
Alabama
$164K +$96.4K +3,980 +152%
PWM
334
Partnership Wealth Management
Maryland
$155K
SAM
335
Smartleaf Asset Management
Massachusetts
$150K +$131K +5,388 +441%
JWA
336
JFS Wealth Advisors
Pennsylvania
$134K +$678 +28 +0.5%
Walleye Capital
337
Walleye Capital
New York
$133K -$2.39M -98,744 -94%
Daiwa Securities Group
338
Daiwa Securities Group
Japan
$131K +$138K +5,700 New
CI Investments Inc
339
CI Investments Inc
Ontario, Canada
$130K +$27.3K +1,127 +25%
GRP
340
Global Retirement Partners
California
$121K +$14.4K +595 +13%
QCG
341
Quadrant Capital Group
Ohio
$113K -$23.8K -984 -17%
Allspring Global Investments
342
Allspring Global Investments
North Carolina
$112K -$35.5K -1,466 -23%
Nomura Asset Management
343
Nomura Asset Management
Japan
$103K
C
344
Covestor
United Kingdom
$96K +$77.7K +3,207 +336%
HBW
345
Hazlett, Burt & Watson
West Virginia
$94K +$339 +14 +0.3%
AWM
346
Avior Wealth Management
Nebraska
$91.8K
SPIA
347
Steward Partners Investment Advisory
New York
$88.1K +$70.5K +2,908 +309%
PA
348
Parallel Advisors
California
$87.2K +$824 +34 +0.9%
HFM
349
Hartford Financial Management
Connecticut
$86K
DJSG
350
D.J. St. Germain
Massachusetts
$82.4K