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
326
$213K
327
$207K
328
$203K
329
$197K
330
$170K
331
$169K
332
$169K
333
$158K
334
$155K
335
$147K
336
$142K
337
$132K
338
$121K
339
$121K
340
$120K
341
$118K
342
$117K
343
$113K
344
$112K
345
$105K
346
$103K
347
$100K
348
$98.2K
349
$94.3K
350
$94K