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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
WT
376
Whittier Trust
California
$27.4K +$14.5K +598 +100%
LWCFA
377
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$26.5K
ANBT
378
American National Bank & Trust
Texas
$25.2K
KB
379
Kimelman & Baird
New York
$24K +$25.4K +1,050 New
IAIM
380
International Assets Investment Management
Florida
$23.8K +$25.2K +1,041 New
CJ
381
Caitlin John
Michigan
$22.3K -$194 -8 -0.8%
Mitsubishi UFJ Asset Management
382
Mitsubishi UFJ Asset Management
Japan
$21.7K
PTC
383
Private Trust Company
Ohio
$20.6K +$19.3K +797 +789%
National Bank of Canada
384
National Bank of Canada
Quebec, Canada
$20.4K -$3.2M -132,000 -99%
LSA
385
Leonteq Securities AG
Switzerland
$19.9K +$21.1K +870 New
KIG
386
Kessler Investment Group
Indiana
$19.7K
AEPWM
387
Atlantic Edge Private Wealth Management
Florida
$19K +$969 +40 +5%
VNA
388
Valley National Advisers
Pennsylvania
$19K +$485 +20 +2%
AAP
389
Arax Advisory Partners
Colorado
$18.2K +$19.3K +796 New
UCB
390
United Community Bank
South Carolina
$17.3K
CT
391
Caldwell Trust
Florida
$17K
DMBA
392
Deseret Mutual Benefit Administrators
Utah
$16.9K +$1.5K +62 +9%
HWA
393
Heritage Wealth Advisors
Virginia
$16.5K
FFA
394
Farther Finance Advisors
California
$16.3K +$5.01K +207 +41%
SHIM
395
Stone House Investment Management
Pennsylvania
$16.2K
PIM
396
Plato Investment Management
Australia
$16K
LI
397
LRI Investments
Florida
$15.7K +$16.6K +684 New
MBFW
398
Morton Brown Family Wealth
Pennsylvania
$15.4K
HNB
399
Huntington National Bank
Ohio
$15K +$436 +18 +3%
ADL
400
Asset Dedication LLC
California
$14.7K