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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
MTIC
351
Missouri Trust & Investment Company
Missouri
$82.4K
Walleye Trading
352
Walleye Trading
New York
$81.1K -$156K -6,420 -64%
LC
353
Lindbrook Capital
California
$70.7K -$10.4K -431 -12%
RAM
354
Riggs Asset Management
Pennsylvania
$69.5K
FLPIM
355
F.L. Putnam Investment Management
Massachusetts
$68.1K +$72.1K +2,975 New
CTC
356
Central Trust Company
Missouri
$64.1K
AF
357
Allworth Financial
California
$61K +$7.61K +314 +14%
GI
358
GAMMA Investing
California
$60.2K +$12.4K +512 +24%
QC
359
Quent Capital
New York
$59.8K +$2.5K +103 +4%
TF
360
Tompkins Financial
New York
$57.8K
BHWM
361
Beaird Harris Wealth Management
Texas
$51.5K
MA
362
MCF Advisors
Kentucky
$51.5K
ATPW
363
Ashton Thomas Private Wealth
Arizona
$49.5K +$52.4K +2,163 New
BTI
364
Blue Trust Inc
Georgia
$49.5K +$8.48K +350 +21%
MPWT
365
MassMutual Private Wealth & Trust
Connecticut
$45.5K -$1.77K -73 -4%
Fifth Third Bancorp
366
Fifth Third Bancorp
Ohio
$42.9K -$2.81K -116 -6%
FG
367
Fairman Group
Pennsylvania
$41.5K
PAS
368
Point72 Asia (Singapore)
Singapore
$40.3K +$42.6K +1,760 New
CFGS
369
Concourse Financial Group Securities
Alabama
$39.3K -$2.93K -121 -7%
MFA
370
McClarren Financial Advisors
Pennsylvania
$38K -$40.7K -1,679 -99%
TCG
371
Transcendent Capital Group
Oklahoma
$35.9K
DSC
372
Duncker Streett & Co
Missouri
$34.4K +$36.3K +1,500 New
PS
373
Principal Securities
Iowa
$33.4K +$17.2K +709 +95%
HFS
374
Hantz Financial Services
Michigan
$32K
Northwestern Mutual Wealth Management
375
Northwestern Mutual Wealth Management
Wisconsin
$30.7K +$7.54K +311 +30%