440 hedge funds and large institutions have $3.95B invested in UGI in 2023 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 151 increasing their positions, 155 reducing their positions, and 96 closing their positions.

Holders
440
Holders Change
-42
Holders Change %
-8.71%
% of All Funds
7.02%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
60
Increased
151
Reduced
155
Closed
96
Calls
$50.5M
Puts
$31.7M
Net Calls
+$18.8M
Net Calls Change
+$18.2M
Name Holding Trade Value Shares
Change
Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$26.5M +$8.96M +389,693 +51%
WorldQuant Millennium Advisors
27
WorldQuant Millennium Advisors
New York
$26.2M +$20.9M +909,534 +400%
DZ Bank
28
DZ Bank
Germany
$25M +$6.96M +302,682 +39%
JAM
29
Jupiter Asset Management
United Kingdom
$24.2M +$10.7M +463,194 +79%
Invesco
30
Invesco
Georgia
$24M +$1.4M +60,775 +6%
D.E. Shaw & Co
31
D.E. Shaw & Co
New York
$23.8M +$17.1M +743,975 +256%
Bank of America
32
Bank of America
North Carolina
$23.3M +$13.3M +577,431 +133%
Ameriprise
33
Ameriprise
Minnesota
$22.7M +$14.9M +648,462 +191%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$22.5M -$912K -39,636 -4%
Victory Capital Management
35
Victory Capital Management
Texas
$22.3M -$18M -784,426 -45%
BGIM
36
Brandywine Global Investment Management
Pennsylvania
$21M -$681K -29,607 -3%
Nuveen Asset Management
37
Nuveen Asset Management
Illinois
$20.7M +$531K +23,087 +3%
SCM
38
SIR Capital Management
New York
$20M +$16.8M +731,840 +524%
Manulife (Manufacturers Life Insurance)
39
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18.3M +$7.61K +331 +0%
Principal Financial Group
40
Principal Financial Group
Iowa
$17.8M -$306K -13,288 -2%
CSS
41
Cubist Systematic Strategies
Connecticut
$17.7M +$5.79M +251,612 +48%
CC
42
Covalis Capital
United Kingdom
$16.3M +$16.3M +707,774 New
Adage Capital Partners
43
Adage Capital Partners
Massachusetts
$16.1M +$16.1M +700,000 New
MAP
44
Managed Asset Portfolios
Michigan
$15.7M +$2.07M +89,916 +15%
WCM
45
Wedge Capital Management
North Carolina
$15.5M -$2.52M -109,349 -14%
Goldman Sachs
46
Goldman Sachs
New York
$15.4M +$3.58M +155,805 +30%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$14.7M -$289K -12,565 -2%
Fidelity Investments
48
Fidelity Investments
Massachusetts
$14M +$5.88M +255,507 +72%
Legal & General Group
49
Legal & General Group
United Kingdom
$14M -$10.2M -444,745 -42%
BFA
50
Bragg Financial Advisors
North Carolina
$13.6M +$3.86M +167,650 +39%