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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
Norges Bank
3
Norges Bank
Norway
$0
4
ProShare Advisors
4
ProShare Advisors
Maryland
$33M
5
Millennium Management
5
Millennium Management
New York
$743K
Name Market Value Shares Shares
Change 		Shares
Change %
GWSG
426
GPS Wealth Strategies Group
Colorado
$5.25K 210 – –
CPBTD
427
Central Pacific Bank - Trust Division
Hawaii
$5.03K 201 – –
S
428
Sachetta
Massachusetts
$4.98K 197 +2 +1%
CFD
429
Creative Financial Designs
Indiana
$4.76K 190 +3 +2%
PFBT
430
Parkside Financial Bank & Trust
Missouri
$4.56K 182 -12 -6%
BIA
431
Bell Investment Advisors
California
$4.23K 169 -24 -12%
PWMG
432
Prestige Wealth Management Group
New Jersey
$4.14K 163 – –
BCWM
433
Bartlett & Co Wealth Management
Ohio
$4.14K 163 – –
GWM
434
Guardian Wealth Management
Illinois
$3.78K 151 – –
HI
435
Harbour Investments
Wisconsin
$3.48K 139 – –
AF
436
Advisornet Financial
Minnesota
$3.43K 137 +111 +427%
NMM
437
Naples Money Management
Florida
$3.3K 132 – –
NSIM
438
North Star Investment Management
Illinois
$3.25K 130 – –
ME
439
McIlrath & Eck
Washington
$2.5K 100 – –
RWPA
440
Richard W. Paul & Associates
Michigan
$2.5K 100 – –
AAG
441
Armstrong Advisory Group
Massachusetts
$2.43K 97 – –
PFG
442
Peterson Financial Group
Iowa
$2.42K 97 +97 New
PWMG
443
Private Wealth Management Group
New Jersey
$2.15K 86 – –
FMII
444
Farmers & Merchants Investments Inc
Nebraska
$2.13K 85 – –
BIG
445
Brooklyn Investment Group
New York
$2.13K 85 +85 New
CPA
446
Capital Performance Advisors
California
$2.1K 84 +84 New
SIS
447
Sound Income Strategies
Florida
$2K 80 – –
AA
448
Addison Advisors
Vermont
$2K 80 +80 New
N
449
Natixis
France
$1.8K 72 -249 -78%
CIAS
450
CBIZ Investment Advisory Services
Ohio
$1.69K 67 +1 +2%
16 17
18
19 20