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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 %
FMII
476
Farmers & Merchants Investments Inc
Nebraska
$2.4K 85 – –
AA
477
Addison Advisors
Vermont
$2.26K 80 – –
SIS
478
Sound Income Strategies
Florida
$2.26K 80 – –
S
479
Sachetta
Massachusetts
$1.98K 70 -127 -64%
CIAS
480
CBIZ Investment Advisory Services
Ohio
$1.93K 68 +1 +1%
SIM
481
Studio Investment Management
Illinois
$1.8K 63 +63 New
BGAI
482
Bruce G. Allen Investments
Colorado
$1.61K 57 – –
SWM
483
Spire Wealth Management
Virginia
$1.55K 55 +15 +38%
PMAM
484
Picton Mahoney Asset Management
Ontario, Canada
$1K 48 – –
CT
485
Coastline Trust
Rhode Island
$847 30 – –
DPW
486
DiNuzzo Private Wealth
Pennsylvania
$819 29 -1 -3%
WA
487
Whipplewood Advisors
Colorado
$790 28 +28 New
AssetMark Inc
488
AssetMark Inc
California
$762 27 +3 +13%
SIC
489
SJS Investment Consulting
Ohio
$706 25 -5 -17%
RIL
490
Rothschild Investment LLC
Illinois
$706 25 – –
CFO
491
CVA Family Office
Colorado
$621 22 – –
BBHC
492
Brown Brothers Harriman & Co
New York
$593 21 – –
MG
493
Mather Group
Illinois
$593 21 – –
NS
494
NBC Securities
Alabama
$550 19 -19,385 -100%
MAS
495
MPWM Advisory Solutions
Georgia
$536 19 +19 New
WCM
496
WealthTrak Capital Management
Virginia
$424 15 +15 New
MCM
497
MV Capital Management
Maryland
$396 14 +6 +75%
FMP
498
Financial Management Professionals
Texas
$395 14 – –
CAWM
499
Capital A Wealth Management
Pennsylvania
$339 12 +12 New
GFPC
500
Global Financial Private Client
Florida
$226 8 +8 New
18 19
20
21 22