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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 %
JIP
451
Jaffetilchin Investment Partners
Florida
$1.58K 63 +63 New
BGAI
452
Bruce G. Allen Investments
Colorado
$1.43K 57 +44 +338%
ATS
453
Ashton Thomas Securities
New York
$1.2K 48 +48 New
IAIM
454
International Assets Investment Management
Florida
$1.04K 26,046 +25,005 +2,402%
SWM
455
Spire Wealth Management
Virginia
$1K 40 +12 +43%
PMAM
456
Picton Mahoney Asset Management
Ontario, Canada
$1K 48 +48 New
HWM
457
Hemington Wealth Management
Virginia
$1K 70 +70 New
SIC
458
SJS Investment Consulting
Ohio
$751 30 – –
DPW
459
DiNuzzo Private Wealth
Pennsylvania
$751 30 +2 +7%
CT
460
Coastline Trust
Rhode Island
$751 30 +30 New
RIL
461
Rothschild Investment LLC
Illinois
$626 25 +5 +25%
AssetMark Inc
462
AssetMark Inc
California
$600 24 +2 +9%
CFO
463
CVA Family Office
Colorado
$550 22 – –
MG
464
Mather Group
Illinois
$525 21 +21 New
BBHC
465
Brown Brothers Harriman & Co
New York
$525 21 +21 New
MCM
466
MV Capital Management
Maryland
$201 8 +6 +300%
LFG
467
Larson Financial Group
Missouri
$200 8 – –
FPFS
468
First Personal Financial Services
North Carolina
$76 3 +3 New
ZP
469
Zimmer Partners
New York
– – -5,314,367 Closed
Norges Bank
470
Norges Bank
Norway
– – -2,522,031 Closed
Adage Capital Partners
471
Adage Capital Partners
Massachusetts
– – -1,000,000 Closed
DRZID
472
DePrince Race & Zollo Inc (DRZ)
Florida
– – -444,619 Closed
TPSF
473
Texas Permanent School Fund
Texas
– – -195,504 Closed
Point72 Asset Management
474
Point72 Asset Management
Connecticut
– – -145,352 Closed
HF
475
HRT Financial
New York
– – -122,956 Closed
17 18
19
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