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UGI
UGI

Overview Fund Activity

443 hedge funds and large institutions have $4.26B invested in UGI in 2024 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 166 increasing their positions, 130 reducing their positions, and 59 closing their positions.

Holders
443
Holders Change
+3
Holders Change %
+0.68%
% of All Funds
6.42%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
68
Increased
166
Reduced
130
Closed
59
Calls
$33.9M
Puts
$20M
Net Calls
+$13.9M
Net Calls Change
-$6.4M

Top Buyers

1
Invesco
1
Invesco
Georgia
$73.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$130M
3
SCM
3
Snyder Capital Management
California
$129M
4
BlackRock
4
BlackRock
New York
$736M
5
BC
5
Burney Company
Virginia
$18.4M

Top Sellers

1
First Eagle Investment Management
1
First Eagle Investment Management
New York
$113M
2
Deutsche Bank
2
Deutsche Bank
Germany
$121M
3
Morgan Stanley
3
Morgan Stanley
New York
$70.1M
4
FFL
4
Flat Footed LLC
Wyoming
$0
5
SCM
5
SIR Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JFG
476
Jefferies Financial Group
New York
– – -10,907 Closed
MNBTD
477
Moody National Bank Trust Division
Texas
– – -10,739 Closed
Acadian Asset Management
478
Acadian Asset Management
Massachusetts
– – -10,345 Closed
PAS
479
Point72 Asia (Singapore)
Singapore
– – -10,210 Closed
BC
480
Bridgefront Capital
Texas
– – -9,332 Closed
DADC
481
D.A. Davidson & Co
Montana
– – -8,489 Closed
SSG
482
Summit Securities Group
New York
– – -4,500 Closed
VanEck Associates
483
VanEck Associates
New York
– – -3,493 Closed
TCWA
484
Turtle Creek Wealth Advisors
Texas
– – -2,596 Closed
GWM
485
Geneos Wealth Management
Colorado
– – -839 Closed
FHA
486
First Horizon Advisors
Tennessee
– – -744 Closed
Loomis, Sayles & Company
487
Loomis, Sayles & Company
Massachusetts
– – -426 Closed
WB
488
Webster Bank
Connecticut
– – -318 Closed
LF
489
Lee Financial
Texas
– – -302 Closed
MSWM
490
McGlone Suttner Wealth Management
Wisconsin
– – -158 Closed
GA
491
GoalVest Advisory
New York
– – -136 Closed
MHR
492
Matthew Hamilton Rosenberg
– – -97 Closed
GWS
493
Glassman Wealth Services
Virginia
– – -67 Closed
FWM
494
Focused Wealth Management
New York
– – -65 Closed
RCM
495
Raleigh Capital Management
North Carolina
– – -40 Closed
TFG
496
Team Financial Group
California
– – -38 Closed
RFG
497
RFP Financial Group
Georgia
– – -9 Closed
HCP
498
Hexagon Capital Partners
Arkansas
– – -9 Closed
TFA
499
Transamerica Financial Advisors
Florida
– – -1 Closed
Kayne Anderson Rudnick Investment Management
500
Kayne Anderson Rudnick Investment Management
California
– – -1 Closed
17 18 19
20
21