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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
CWP
401
Concord Wealth Partners
Virginia
$14.6K -$15.4K -637 -50%
BWL
402
Bogart Wealth LLC
Virginia
$14.1K
ECM
403
Estabrook Capital Management
New York
$13.7K
GI
404
Gradient Investments
Minnesota
$13.4K +$14.2K +586 New
RFA
405
Register Financial Advisors
Georgia
$12.5K +$194 +8 +1%
FGA
406
Fortis Group Advisors
New Jersey
$11.8K
MRCM
407
M&R Capital Management
New Jersey
$11.4K +$170 +7 +1%
SSG
408
Summit Securities Group
New York
$11K +$12.1K +500 New
Jones Financial Companies
409
Jones Financial Companies
Missouri
$9.92K +$10.5K +433 New
OC
410
Oakworth Capital
Alabama
$8.27K
N
411
Natixis
France
$7.35K
AWM
412
AllSquare Wealth Management
New York
$7.03K
Bessemer Group
413
Bessemer Group
New Jersey
$7K
Credit Agricole
414
Credit Agricole
France
$6.87K -$7.27K -300 -50%
FCA
415
FinTrust Capital Advisors
South Carolina
$6.05K +$4.22K +174 +193%
CAL
416
Capital Advisors Ltd
Ohio
$6K -$1.53K -63 -20%
BFEC
417
Benjamin F. Edwards & Company
Missouri
$6K
MSG
418
Main Street Group
Virginia
$5.84K
VCM
419
Versant Capital Management
Arizona
$5.79K
LIA
420
Lynx Investment Advisory
District of Columbia
$5.72K +$6.06K +250 New
UB
421
UMB Bank
Missouri
$5.2K -$6.49K -268 -54%
BCM
422
Blume Capital Management
California
$5.11K
EBA
423
Eagle Bay Advisors
New York
$5.07K +$5.28K +218 New
JFGIW
424
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5K
GJIA
425
Glass Jacobson Investment Advisors
Maryland
$4.9K