UGI icon

UGI
UGI

Overview Fund Activity

505 hedge funds and large institutions have $5.58B invested in UGI in 2024 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 181 increasing their positions, 146 reducing their positions, and 48 closing their positions.

Holders
505
Holders Change
+35
Holders Change %
+7.45%
% of All Funds
6.73%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
92
Increased
181
Reduced
146
Closed
48
Calls
$47M
Puts
$82.1M
Net Calls
-$35.1M
Net Calls Change
-$16.4M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$103M
2
LF
2
Lansforsakringar Fondforvaltning
Sweden
$84.9M
3
HAI
3
Hennessy Advisors Inc
California
$67.1M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$325M
5
CM
5
Corvex Management
New York
$55.4M

Top Sellers

1
BlackRock
1
BlackRock
New York
$731M
2
Mitsubishi UFJ Trust & Banking
2
Mitsubishi UFJ Trust & Banking
Japan
$89.6M
3
Bank of America
3
Bank of America
North Carolina
$26.3M
4
NIG
4
NFJ Investment Group
Texas
$0
5
DZ Bank
5
DZ Bank
Germany
$20M
Name Market Value Shares Shares
Change 		Shares
Change %
P
326
Pitcairn
Pennsylvania
$249K 8,810 -3,001 -25%
First Eagle Investment Management
327
First Eagle Investment Management
New York
$241K 8,540 +3,817 +81%
SCM
328
Shelton Capital Management
Colorado
$241K 8,538 – –
LTAS
329
Linden Thomas Advisory Services
North Carolina
$240K 8,486 -391 -4%
MAS
330
Meeder Advisory Services
Ohio
$238K 8,442 -139 -2%
BFG
331
Beacon Financial Group
Texas
$238K 8,436 -2,399 -22%
BAM
332
Belpointe Asset Management
Nevada
$234K 9,399 +10 +0.1%
CTA
333
Chesley Taft & Associates
Illinois
$234K 8,280 – –
NAAA
334
New Age Alpha Advisors
New York
$231K 8,183 +8,183 New
MGP
335
Metis Global Partners
California
$230K 8,145 -1,046 -11%
EWA
336
EverSource Wealth Advisors
Alabama
$228K 8,063 +1,260 +19%
GI
337
GAMMA Investing
California
$221K 7,825 +1,505 +24%
MA
338
Mutual Advisors
Nebraska
$219K 7,291 -10,536 -59%
BWCS
339
Beirne Wealth Consulting Services
Connecticut
$215K 7,524 +7,524 New
MFG
340
Merit Financial Group
Georgia
$215K 7,620 +7,620 New
HWM
341
HB Wealth Management
Georgia
$215K 7,613 +7,613 New
GLA
342
Good Life Advisors
Pennsylvania
$202K 7,145 +7,145 New
LW
343
Lauer Wealth
Indiana
$202K 7,140 +7,140 New
DC
344
Davenport & Co
Virginia
$200K 7,102 +7,102 New
CSA
345
Cornerstone Select Advisors
Missouri
$200K 7,089 +7,089 New
CFB
346
Cullen/Frost Bankers
Texas
$198K 6,999 +244 +4%
S
347
SignatureFD
Georgia
$193K 6,840 -1,045 -13%
CI Investments Inc
348
CI Investments Inc
Ontario, Canada
$172K 6,090 +804 +15%
JWA
349
JFS Wealth Advisors
Pennsylvania
$166K 5,882 +5 +0.1%
QC
350
Quent Capital
New York
$141K 4,995 +2,294 +85%
12 13
14
15 16