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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
SIC
451
SJS Investment Consulting
Ohio
$687 +$194 +8 +36%
DPW
452
DiNuzzo Private Wealth
Pennsylvania
$642 +$194 +8 +40%
SWM
453
Spire Wealth Management
Virginia
$641 +$170 +7 +33%
AF
454
Advisornet Financial
Minnesota
$595 -$969 -40 -61%
AssetMark Inc
455
AssetMark Inc
California
$504
CFO
456
CVA Family Office
Colorado
$504 +$533 +22 New
RIL
457
Rothschild Investment LLC
Illinois
$458
BGAI
458
Bruce G. Allen Investments
Colorado
$298
LFG
459
Larson Financial Group
Missouri
$183 +$194 +8 New
CAS
460
Coppell Advisory Solutions
Texas
$92 +$97 +4 New
MCM
461
MV Capital Management
Maryland
$46
Qube Research & Technologies (QRT)
462
Qube Research & Technologies (QRT)
United Kingdom
-$29.2M -1,188,529 Closed
BGIM
463
Brandywine Global Investment Management
Pennsylvania
-$26.3M -1,071,734 Closed
MAP
464
Managed Asset Portfolios
Michigan
-$17.2M -702,563 Closed
ACG
465
Aventail Capital Group
New York
-$7.44M -303,200 Closed
AIG
466
American International Group
New York
-$6.81M -277,380 Closed
Amundi
467
Amundi
France
-$6.32M -265,738 Closed
EP
468
Edgestream Partners
New Jersey
-$6.07M -247,538 Closed
TC
469
TwinBeech Capital
New York
-$5.12M -208,683 Closed
TPSF
470
Texas Permanent School Fund
Texas
-$4.5M -183,221 Closed
PFC
471
Phocas Financial Corp
California
-$4.15K -169,064 Closed
ECM
472
ExodusPoint Capital Management
New York
-$2.75M -111,984 Closed
WI
473
WBI Investments
New Jersey
-$2.52M -102,546 Closed
N
474
Numerai
California
-$1.7M -69,274 Closed
CFM
475
Catalyst Funds Management
Australia
-$1.64M -66,960 Closed