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UGI
UGI

Overview Fund Activity

460 hedge funds and large institutions have $4.2B invested in UGI in 2024 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 172 increasing their positions, 130 reducing their positions, and 54 closing their positions.

Holders
460
Holders Change
+17
Holders Change %
+3.84%
% of All Funds
6.69%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
77
Increased
172
Reduced
130
Closed
54
Calls
$37.5M
Puts
$24.4M
Net Calls
+$13.1M
Net Calls Change
-$807K

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$123M
2
ZP
2
Zimmer Partners
New York
$122M
3
JAM
3
Jupiter Asset Management
United Kingdom
$53.4M
4
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$43.5M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$152M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$6.27M
2
BlackRock
2
BlackRock
New York
$633M
3
First Eagle Investment Management
3
First Eagle Investment Management
New York
$74.8M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$0
5
BGIM
5
Brandywine Global Investment Management
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CPBTD
426
Central Pacific Bank - Trust Division
Hawaii
$4.6K 201 – –
VWM
427
Venturi Wealth Management
Texas
$4.56K 199 +36 +22%
PFBT
428
Parkside Financial Bank & Trust
Missouri
$4.44K 194 +45 +30%
BIA
429
Bell Investment Advisors
California
$4.42K 193 +18 +10%
CFD
430
Creative Financial Designs
Indiana
$4.28K 187 +187 New
BCWM
431
Bartlett & Co Wealth Management
Ohio
$3.79K 163 – –
PWMG
432
Prestige Wealth Management Group
New Jersey
$3.79K 163 – –
RWMG
433
Redwood Wealth Management Group
New Jersey
$3.66K 160 +160 New
GWM
434
Guardian Wealth Management
Illinois
$3.45K 151 – –
NFSG
435
Newbridge Financial Services Group
Florida
$3.19K 139 -340 -71%
HI
436
Harbour Investments
Wisconsin
$3.18K 139 – –
NMM
437
Naples Money Management
Florida
$3K 132 +132 New
NSIM
438
North Star Investment Management
Illinois
$2.98K 130 – –
SSB
439
Sandy Spring Bank
Maryland
$2.5K 109 +73 +203%
ME
440
McIlrath & Eck
Washington
$2.29K 100 – –
RWPA
441
Richard W. Paul & Associates
Michigan
$2.29K 100 – –
AAG
442
Armstrong Advisory Group
Massachusetts
$2.22K 97 – –
PWMG
443
Private Wealth Management Group
New Jersey
$1.97K 86 – –
FMII
444
Farmers & Merchants Investments Inc
Nebraska
$1.95K 85 – –
SIS
445
Sound Income Strategies
Florida
$1.83K 80 -5 -6%
CIAS
446
CBIZ Investment Advisory Services
Ohio
$1.52K 66 +1 +2%
CP
447
Camelot Portfolios
Ohio
$1.02K 45 +45 New
IGWM
448
ICA Group Wealth Management
Colorado
$985 43 – –
SIC
449
SJS Investment Consulting
Ohio
$687 30 +8 +36%
DPW
450
DiNuzzo Private Wealth
Pennsylvania
$642 28 +8 +40%
16 17
18
19 20