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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 %
AFWM
351
Abich Financial Wealth Management
Virginia
$43.5K +$43.5K +1,774 New
MFA
352
McClarren Financial Advisors
Pennsylvania
$42K +$642 +26 +2%
BTI
353
Blue Trust Inc
Georgia
$40.9K -$6.99K -285 -15%
TCG
354
Transcendent Capital Group
Oklahoma
$38.5K – – –
HFS
355
Hantz Financial Services
Michigan
$35K – – –
CWP
356
Concord Wealth Partners
Virginia
$31.3K +$15.6K +637 +100%
SAM
357
Smartleaf Asset Management
Massachusetts
$29.5K +$29.5K +1,221 New
LWCFA
358
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$28.1K – – –
ANBT
359
American National Bank & Trust
Texas
$27K +$27K +1,099 New
Northwestern Mutual Wealth Management
360
Northwestern Mutual Wealth Management
Wisconsin
$25.3K – – –
CJ
361
Caitlin John
Michigan
$24.1K +$19.2K +783 +395%
C
362
Covestor
United Kingdom
$24K -$169K -6,712 -88%
Mitsubishi UFJ Asset Management
363
Mitsubishi UFJ Asset Management
Japan
$23.3K -$446K -18,172 -95%
SPIA
364
Steward Partners Investment Advisory
New York
$23.1K -$7.02K -286 -23%
CAM
365
Costello Asset Management
Pennsylvania
$21.3K -$20.3K -826 -49%
KIG
366
Kessler Investment Group
Indiana
$21.2K +$21.2K +862 New
VNA
367
Valley National Advisers
Pennsylvania
$20K -$2.79K -117 -12%
AEPWM
368
Atlantic Edge Private Wealth Management
Florida
$19.4K – – –
UCB
369
United Community Bank
South Carolina
$18.5K +$2.58K +105 +16%
PS
370
Principal Securities
Iowa
$18.4K – – –
HWA
371
Heritage Wealth Advisors
Virginia
$17.7K – – –
SHIM
372
Stone House Investment Management
Pennsylvania
$17.4K – – –
PIM
373
Plato Investment Management
Australia
$17.2K – – –
NC
374
nVerses Capital
Florida
$17.2K +$17.2K +700 New
DA
375
Denali Advisors
California
$17.2K +$17.2K +700 New
13 14
15
16 17