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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 %
WorldQuant Millennium Advisors
451
WorldQuant Millennium Advisors
New York
– – -101,903 Closed
TI
452
Trexquant Investment
Connecticut
– – -89,902 Closed
PE
453
Point72 Europe
United Kingdom
– – -49,866 Closed
GCM
454
Greenland Capital Management
New York
– – -41,200 Closed
AIM
455
Aigen Investment Management
New York
– – -39,202 Closed
WCBA
456
Weaver C. Barksdale & Associates
Tennessee
– – -38,878 Closed
EFH
457
Eaton Financial Holdings
Florida
– – -34,007 Closed
BBL
458
Beck Bode LLC
Massachusetts
– – -34,007 Closed
PMEF
459
Point72 Middle East FZE
United Arab Emirates
– – -33,163 Closed
GCM
460
Gibraltar Capital Management
Oklahoma
– – -32,471 Closed
OAM
461
Oppenheimer Asset Management
New York
– – -31,436 Closed
SM
462
Sciencast Management
New Jersey
– – -31,282 Closed
CCIA
463
Campbell & Co Investment Adviser
Maryland
– – -29,615 Closed
VIP
464
Vista Investment Partners
Oklahoma
– – -28,361 Closed
CC
465
Centiva Capital
New York
– – -22,130 Closed
LP
466
LMR Partners
United Kingdom
– – -20,956 Closed
BCA
467
Bay Colony Advisors
Massachusetts
– – -20,172 Closed
OQS
468
Occudo Quantitative Strategies
Florida
– – -19,467 Closed
Balyasny Asset Management
469
Balyasny Asset Management
Illinois
– – -18,580 Closed
PMAM
470
Picton Mahoney Asset Management
Ontario, Canada
– – -17,766 Closed
CT
471
Coastline Trust
Rhode Island
– – -17,241 Closed
CM
472
Capula Management
Cayman Islands
– – -16,660 Closed
Wolverine Trading
473
Wolverine Trading
Illinois
– – -14,888 Closed
LWAM
474
Legacy Wealth Asset Management
Minnesota
– – -13,956 Closed
CL
475
CSS LLC
Illinois
– – -13,000 Closed
17 18
19
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