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UGI
UGI

Overview Fund Activity

470 hedge funds and large institutions have $4.46B invested in UGI in 2024 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 173 increasing their positions, 149 reducing their positions, and 57 closing their positions.

Holders
470
Holders Change
+10
Holders Change %
+2.17%
% of All Funds
6.8%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
69
Increased
173
Reduced
149
Closed
57
Calls
$33.1M
Puts
$51.7M
Net Calls
-$18.7M
Net Calls Change
-$31.8M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$236M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$178M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$127M
4
Charles Schwab
4
Charles Schwab
California
$62.6M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$37.7M

Top Sellers

1
ZP
1
Zimmer Partners
New York
$0
2
First Eagle Investment Management
2
First Eagle Investment Management
New York
$118K
3
ProShare Advisors
3
ProShare Advisors
Maryland
$33M
4
Millennium Management
4
Millennium Management
New York
$743K
5
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
EC
401
Elequin Capital
New York
$15.2K 609 +609 New
ECM
402
Estabrook Capital Management
New York
$15K 600 – –
MRCM
403
M&R Capital Management
New Jersey
$14.1K 562 +66 +13%
CA
404
Claris Advisors
Missouri
$12.9K 516 +516 New
FGA
405
Fortis Group Advisors
New Jersey
$12.9K 515 – –
GWM
406
Geneos Wealth Management
Colorado
$12K 478 +478 New
TWD
407
True Wealth Design
Ohio
$11.7K 469 +469 New
BF
408
BOK Financial
Oklahoma
$11.5K 476 +476 New
FIA
409
FNY Investment Advisers
New York
$10K 400 +400 New
HCP
410
Hexagon Capital Partners
Arkansas
$9.68K 387 +387 New
GIA
411
GHP Investment Advisors
Colorado
$8.53K 341 +341 New
KIG
412
Kessler Investment Group
Indiana
$7.81K 312 -550 -64%
AWM
413
AllSquare Wealth Management
New York
$7.68K 307 – –
Credit Agricole
414
Credit Agricole
France
$7.51K 300 – –
Bessemer Group
415
Bessemer Group
New Jersey
$7K 282 -29 -9%
CAL
416
Capital Advisors Ltd
Ohio
$7K 270 +17 +7%
JFA
417
JNBA Financial Advisors
Minnesota
$6.66K 266 +266 New
FCA
418
FinTrust Capital Advisors
South Carolina
$6.61K 264 – –
MSG
419
Main Street Group
Virginia
$6.43K 257 – –
VCM
420
Versant Capital Management
Arizona
$6.41K 256 +3 +1%
PI
421
PEAK6 Investments
Illinois
$6.03K 241 -57,068 -100%
BCM
422
Blume Capital Management
California
$5.58K 223 – –
EBA
423
Eagle Bay Advisors
New York
$5.54K 218 – –
JFGIW
424
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.46K 215 – –
GJIA
425
Glass Jacobson Investment Advisors
Maryland
$5.36K 214 – –
15 16
17
18 19