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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
Ameriprise
26
Ameriprise
Minnesota
$36.1M +$10.6M +439,312 +39%
Victory Capital Management
27
Victory Capital Management
Texas
$30.9M +$5.37M +221,669 +20%
Russell Investments Group
28
Russell Investments Group
United Kingdom
$30.6M -$10.1M -418,773 -24%
DZ Bank
29
DZ Bank
Germany
$27.5M -$3.99M -164,567 -12%
Millennium Management
30
Millennium Management
New York
$25.1M +$15.3M +631,124 +136%
NIG
31
NFJ Investment Group
Texas
$24.1M -$17.8M -734,129 -41%
Citadel Advisors
32
Citadel Advisors
Florida
$23.6M +$4.79M +197,538 +24%
Adage Capital Partners
33
Adage Capital Partners
Massachusetts
$22.9M +$11.5M +475,000 +90%
Massachusetts Financial Services
34
Massachusetts Financial Services
Massachusetts
$22.7M +$14.9M +614,067 +163%
Prudential Financial
35
Prudential Financial
New Jersey
$21.2M +$17.2M +710,100 +327%
JP Morgan Chase
36
JP Morgan Chase
New York
$20.8M -$3.83M -158,179 -15%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$16.8M -$232K -9,575 -1%
BFA
38
Bragg Financial Advisors
North Carolina
$16.5M +$96K +3,962 +0.6%
ICA
39
Infrastructure Capital Advisors
New York
$16.2M +$17.1M +706,593 New
Principal Financial Group
40
Principal Financial Group
Iowa
$16M -$2.2M -90,928 -12%
N
41
Nuveen
North Carolina
$15.3M -$3.27M -134,772 -17%
BC
42
Burney Company
Virginia
$14.5M -$2.78M -114,820 -15%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$13.5M -$220K -9,081 -2%
Wellington Management Group
44
Wellington Management Group
Massachusetts
$13.4M +$6.41M +264,652 +83%
WCM
45
Wedge Capital Management
North Carolina
$13.2M +$1.57M +64,755 +13%
Franklin Resources
46
Franklin Resources
California
$13M +$5.56M +229,287 +67%
Goldman Sachs
47
Goldman Sachs
New York
$12.9M -$8.39M -346,169 -38%
GF
48
Gabelli Funds
New York
$12.8M +$279K +11,500 +2%
Wells Fargo
49
Wells Fargo
California
$12.8M +$6.68M +275,653 +97%
UBS AM
50
UBS AM
Illinois
$12.7M +$5.42M +223,616 +67%