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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
S
426
Sachetta
Massachusetts
$4.83K +$824 +34 +21%
GWSG
427
GPS Wealth Strategies Group
Colorado
$4.81K
CPBTD
428
Central Pacific Bank - Trust Division
Hawaii
$4.6K
VWM
429
Venturi Wealth Management
Texas
$4.56K +$872 +36 +22%
PFBT
430
Parkside Financial Bank & Trust
Missouri
$4.44K +$1.09K +45 +30%
BIA
431
Bell Investment Advisors
California
$4.42K +$436 +18 +10%
CFD
432
Creative Financial Designs
Indiana
$4.28K +$4.53K +187 New
BCWM
433
Bartlett & Co Wealth Management
Ohio
$3.79K
PWMG
434
Prestige Wealth Management Group
New Jersey
$3.79K
RWMG
435
Redwood Wealth Management Group
New Jersey
$3.66K +$3.88K +160 New
GWMI
436
Guardian Wealth Management (Illinois)
Illinois
$3.45K
NFSG
437
Newbridge Financial Services Group
Florida
$3.19K -$8.24K -340 -71%
HI
438
Harbour Investments
Wisconsin
$3.18K
NMM
439
Naples Money Management
Florida
$3K +$3.2K +132 New
NSIM
440
North Star Investment Management
Illinois
$2.98K
SSB
441
Sandy Spring Bank
Maryland
$2.5K +$1.77K +73 +203%
ME
442
McIlrath & Eck
Washington
$2.29K
RWPA
443
Richard W. Paul & Associates
Michigan
$2.29K
AAG
444
Armstrong Advisory Group
Massachusetts
$2.22K
PWMG
445
Private Wealth Management Group
New Jersey
$1.97K
FMII
446
Farmers & Merchants Investments Inc
Nebraska
$1.95K
SIS
447
Sound Income Strategies
Florida
$1.83K -$121 -5 -6%
CIAS
448
CBIZ Investment Advisory Services
Ohio
$1.52K +$24 +1 +2%
CP
449
Camelot Portfolios
Ohio
$1.02K +$1.09K +45 New
IGWM
450
ICA Group Wealth Management
Colorado
$985