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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 %
A
376
AlphaQuest
New York
$67.6K 2,395 -14,932 -86%
BHWM
377
Beaird Harris Wealth Management
Texas
$63.5K 2,250 – –
MA
378
MCF Advisors
Kentucky
$63.5K 2,250 – –
SFG
379
Stonebridge Financial Group
Pennsylvania
$58.7K 2,078 +2,078 New
MPWT
380
MassMutual Private Wealth & Trust
Connecticut
$57.9K 2,052 +17 +0.8%
CAL
381
Capital Advisors Ltd
Ohio
$56K 1,968 +1,698 +629%
IA
382
IFP Advisors
Florida
$55.4K 1,963 -2,698 -58%
Fifth Third Bancorp
383
Fifth Third Bancorp
Ohio
$55.2K 1,957 -138 -7%
AAP
384
Arax Advisory Partners
Colorado
$51.8K 1,836 +1,040 +131%
AEPWM
385
Atlantic Edge Private Wealth Management
Florida
$51.7K 1,830 – –
FG
386
Fairman Group
Pennsylvania
$51.1K 1,785 – –
PAM
387
Parvin Asset Management
South Dakota
$49.4K 1,750 +1,750 New
MFA
388
McClarren Financial Advisors
Pennsylvania
$48K 1,700 +1,700 New
ACA
389
Atlas Capital Advisors
Wyoming
$46.4K 1,642 +1,642 New
SAM
390
Smartleaf Asset Management
Massachusetts
$45.1K 1,603 +25 +2%
TCG
391
Transcendent Capital Group
Oklahoma
$44.2K 1,567 – –
DSC
392
Duncker Streett & Co
Missouri
$42.3K 1,500 – –
QPBE
393
Quintet Private Bank (Europe)
Luxembourg
$42.3K 1,500 +1,500 New
AFS
394
Anderson Financial Strategies
Ohio
$41.4K 1,466 +1,466 New
HFS
395
Hantz Financial Services
Michigan
$39K 1,398 -11 -0.8%
UB
396
UMB Bank
Missouri
$38K 1,345 +540 +67%
SS
397
SBI Securities
Japan
$37K 1,309 +1,309 New
VFM
398
Vision Financial Markets
Connecticut
$36K 1,275 +1,275 New
GSWM
399
Golden State Wealth Management
California
$35.5K 1,258 +1,258 New
MCM
400
MAI Capital Management
Ohio
$35.4K 1,255 +1,255 New
14 15
16
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