UGI icon

UGI
UGI

Overview Fund Activity

443 hedge funds and large institutions have $4.26B invested in UGI in 2024 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 166 increasing their positions, 130 reducing their positions, and 59 closing their positions.

Holders
443
Holders Change
+3
Holders Change %
+0.68%
% of All Funds
6.42%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
68
Increased
166
Reduced
130
Closed
59
Calls
$33.9M
Puts
$20M
Net Calls
+$13.9M
Net Calls Change
-$6.4M

Top Buyers

1
Invesco
1
Invesco
Georgia
$73.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$130M
3
SCM
3
Snyder Capital Management
California
$129M
4
BlackRock
4
BlackRock
New York
$736M
5
BC
5
Burney Company
Virginia
$18.4M

Top Sellers

1
First Eagle Investment Management
1
First Eagle Investment Management
New York
$113M
2
Deutsche Bank
2
Deutsche Bank
Germany
$121M
3
Morgan Stanley
3
Morgan Stanley
New York
$70.1M
4
FFL
4
Flat Footed LLC
Wyoming
$0
5
SCM
5
SIR Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CIAS
426
CBIZ Investment Advisory Services
Ohio
$1.6K 65 +65 New
IGWM
427
ICA Group Wealth Management
Colorado
$1.06K 43 +43 New
Lazard Asset Management
428
Lazard Asset Management
New York
$1K 56 – –
SSB
429
Sandy Spring Bank
Maryland
$884 36 +36 New
OWA
430
Opal Wealth Advisors
New York
$663 27 +27 New
CAM
431
Creekmur Asset Management
Illinois
$589 24 +24 New
AssetMark Inc
432
AssetMark Inc
California
$540 22 -127 -85%
SIC
433
SJS Investment Consulting
Ohio
$540 22 +1 +5%
SWM
434
Spire Wealth Management
Virginia
$515 21 +21 New
DPW
435
DiNuzzo Private Wealth
Pennsylvania
$491 20 – –
RIL
436
Rothschild Investment LLC
Illinois
$491 20 – –
BGAI
437
Bruce G. Allen Investments
Colorado
$319 13 – –
HGERS
438
Householder Group Estate & Retirement Specialist
Arizona
$245 10 – –
FFWA
439
FRG Family Wealth Advisors
Washington
$179 7 +7 New
FGAM
440
Financial Gravity Asset Management
Texas
$144 6 +6 New
MCM
441
MV Capital Management
Maryland
$50 2 +2 New
FIA
442
FNY Investment Advisers
New York
$9 400 – –
FFL
443
Flat Footed LLC
Wyoming
– – -1,161,216 Closed
SCM
444
SIR Capital Management
New York
– – -859,588 Closed
RP
445
Reinhart Partners
Wisconsin
– – -481,040 Closed
JAM
446
Jupiter Asset Management
United Kingdom
– – -441,177 Closed
TSW
447
Thompson Siegel & Walmsley
Virginia
– – -267,447 Closed
Holocene Advisors
448
Holocene Advisors
New York
– – -217,803 Closed
CWM
449
Congress Wealth Management
Massachusetts
– – -211,852 Closed
HF
450
HRT Financial
New York
– – -112,454 Closed
16 17
18
19 20