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UGI
UGI

Overview Fund Activity

505 hedge funds and large institutions have $5.58B invested in UGI in 2024 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 181 increasing their positions, 146 reducing their positions, and 48 closing their positions.

Holders
505
Holders Change
+35
Holders Change %
+7.45%
% of All Funds
6.73%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
92
Increased
181
Reduced
146
Closed
48
Calls
$47M
Puts
$82.1M
Net Calls
-$35.1M
Net Calls Change
-$16.4M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$103M
2
LF
2
Lansforsakringar Fondforvaltning
Sweden
$84.9M
3
HAI
3
Hennessy Advisors Inc
California
$67.1M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$325M
5
CM
5
Corvex Management
New York
$55.4M

Top Sellers

1
BlackRock
1
BlackRock
New York
$731M
2
Mitsubishi UFJ Trust & Banking
2
Mitsubishi UFJ Trust & Banking
Japan
$89.6M
3
Bank of America
3
Bank of America
North Carolina
$26.3M
4
NIG
4
NFJ Investment Group
Texas
$0
5
DZ Bank
5
DZ Bank
Germany
$20M
Name Market Value Shares Shares
Change 		Shares
Change %
Neuberger Berman Group
26
Neuberger Berman Group
New York
$44M 1,560,265 +1,530,911 +5,215%
EIP
27
Energy Income Partners
Connecticut
$42.5M 1,506,921 +1,286,717 +584%
Massachusetts Financial Services
28
Massachusetts Financial Services
Massachusetts
$41.2M 1,457,702 +430,985 +42%
Victory Capital Management
29
Victory Capital Management
Texas
$40.9M 1,447,298 -23,844 -2%
Diamond Hill Capital Management
30
Diamond Hill Capital Management
Ohio
$38.4M 1,358,902 -176,577 -11%
ProShare Advisors
31
ProShare Advisors
Maryland
$38.3M 1,356,926 +38,958 +3%
UBS Group
32
UBS Group
Switzerland
$36.8M 1,302,430 +1,012,028 +348%
First Trust Advisors
33
First Trust Advisors
Illinois
$34.7M 1,230,569 +609,406 +98%
Renaissance Technologies
34
Renaissance Technologies
New York
$34.3M 1,216,583 +313,000 +35%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$33.8M 1,196,675 -31,057 -3%
Voloridge Investment Management
36
Voloridge Investment Management
Florida
$31.9M 1,130,129 -408,505 -27%
SG
37
Sourcerock Group
Colorado
$28.9M 1,025,000 +720,700 +237%
Bank of America
38
Bank of America
North Carolina
$26.3M 933,189 -954,614 -51%
BFA
39
Bragg Financial Advisors
North Carolina
$24.7M 874,069 +150,910 +21%
Goldman Sachs
40
Goldman Sachs
New York
$23M 814,415 +158,440 +24%
Russell Investments Group
41
Russell Investments Group
United Kingdom
$20.9M 741,665 -339,428 -31%
SCM
42
SIR Capital Management
New York
$20.6M 729,800 +676,898 +1,280%
DZ Bank
43
DZ Bank
Germany
$20M 708,647 -693,211 -49%
UBS AM
44
UBS AM
Illinois
$18.9M 669,918 +103,124 +18%
BC
45
Burney Company
Virginia
$18.7M 662,011 +19,176 +3%
Loomis, Sayles & Company
46
Loomis, Sayles & Company
Massachusetts
$18.3M 649,814 +649,814 New
Nuveen Asset Management
47
Nuveen Asset Management
Illinois
$17.4M 618,133 -8,683 -1%
ICM
48
Invenomic Capital Management
Massachusetts
$17.4M 614,910 +333,138 +118%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$16.8M 595,950 +5,593 +0.9%
Wellington Management Group
50
Wellington Management Group
Massachusetts
$16.2M 574,095 -8,160 -1%
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