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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
AA
476
Ancora Advisors
Ohio
-$1.63M -66,340 Closed
ERSOT
477
Employees Retirement System of Texas
Texas
-$1.42M -57,880 Closed
YIH
478
Y-Intercept (HK)
Hong Kong
-$1.26M -51,447 Closed
CCA
479
Catalyst Capital Advisors
New York
-$1.25M -50,920 Closed
PD
480
Point72 (DIFC)
United Arab Emirates
-$1.12M -45,514 Closed
AC
481
AXQ Capital
New Jersey
-$945K -38,500 Closed
FRM
482
Fox Run Management
Connecticut
-$942K -38,389 Closed
TCM
483
Teza Capital Management
Illinois
-$848K -34,560 Closed
OTL
484
Oak Thistle LLC
New York
-$665K -27,086 Closed
SEC
485
Seven Eight Capital
New York
-$639K -26,040 Closed
BFM
486
Boothbay Fund Management
New York
-$586K -23,897 Closed
AWC
487
Abundance Wealth Counselors
Pennsylvania
-$586K -23,893 Closed
BHCM
488
Brevan Howard Capital Management
Jersey
-$565K -23,013 Closed
I
489
InceptionR
California
-$536K -21,861 Closed
CC
490
Corton Capital
Ontario, Canada
-$531K -21,645 Closed
MFS
491
Mirabella Financial Services
United Kingdom
-$499K -20,406 Closed
PTC
492
Petrus Trust Company
Texas
-$382K -15,579 Closed
GAA
493
Global Assets Advisory
Florida
-$621K -14,910 Closed
Cerity Partners
494
Cerity Partners
New York
-$312K -12,732 Closed
GT
495
Greenleaf Trust
Michigan
-$269K -10,966 Closed
PRC
496
Pearl River Capital
Michigan
-$252K -10,281 Closed
AC
497
Aristeia Capital
Connecticut
-$239K -9,737 Closed
APG Asset Management
498
APG Asset Management
Netherlands
-$214K -9,400 Closed
SCM
499
Shelton Capital Management
Colorado
-$225K -9,172 Closed
GLA
500
Good Life Advisors
Pennsylvania
-$207K -8,430 Closed