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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 %
CIBC Private Wealth Group
351
CIBC Private Wealth Group
Georgia
$137K 4,816 – –
QCG
352
Quadrant Capital Group
Ohio
$134K 4,746 -74 -2%
Nomura Asset Management
353
Nomura Asset Management
Japan
$127K 4,500 – –
GRP
354
Global Retirement Partners
California
$122K 4,324 -161 -4%
AWM
355
Avior Wealth Management
Nebraska
$119K 4,207 +200 +5%
FFA
356
Farther Finance Advisors
California
$117K 4,150 +2,077 +100%
MHIP
357
Mountain Hill Investment Partners
New Jersey
$113K 4,000 +4,000 New
HFM
358
Hartford Financial Management
Connecticut
$106K 3,755 – –
VWM
359
Venturi Wealth Management
Texas
$106K 3,749 +491 +15%
DJSG
360
D.J. St. Germain
Massachusetts
$102K 3,600 – –
MTIC
361
Missouri Trust & Investment Company
Missouri
$102K 3,600 – –
CTC
362
Central Trust Company
Missouri
$96.7K 3,425 -500 -13%
BTI
363
Blue Trust Inc
Georgia
$96.3K 3,412 +101 +3%
PA
364
Parallel Advisors
California
$92.6K 3,278 -934 -22%
HBW
365
Hazlett, Burt & Watson
West Virginia
$90K 3,185 -922 -22%
RAM
366
Riggs Asset Management
Pennsylvania
$85.5K 3,037 – –
CAS
367
Coppell Advisory Solutions
Texas
$84.8K 3,010 +2,078 +223%
CFGS
368
Concourse Financial Group Securities
Alabama
$84.5K 2,794 +1,103 +65%
LC
369
Lindbrook Capital
California
$84.1K 2,978 -135 -4%
SNB
370
Security National Bank
Nebraska
$81.8K 2,896 +2,896 New
Walleye Capital
371
Walleye Capital
New York
$77.9K 2,759 -45,059 -94%
Jones Financial Companies
372
Jones Financial Companies
Missouri
$77.1K 2,732 +858 +46%
AF
373
Allworth Financial
California
$75.7K 2,503 +28 +1%
TF
374
Tompkins Financial
New York
$71.3K 2,524 – –
RS
375
R Squared
Hong Kong
$69.7K 2,470 +2,470 New
13 14
15
16 17