UGI icon

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 %
CA
501
Clearstead Advisors
Ohio
$198 7 +7 New
NMG
502
New Millennium Group
Utah
$198 7 +7 New
PWM
503
Parkworth Wealth Management
California
$113 4 +4 New
RFG
504
REAP Financial Group
Texas
$14 1 +1 New
NIG
505
NFJ Investment Group
Texas
– – -982,728 Closed
D.E. Shaw & Co
506
D.E. Shaw & Co
New York
– – -320,161 Closed
Kovitz Investment Group Partners
507
Kovitz Investment Group Partners
Illinois
– – -104,016 Closed
CCIA
508
Campbell & Co Investment Adviser
Maryland
– – -70,592 Closed
MSE
509
MUFG Securities EMEA
United Kingdom
– – -67,999 Closed
TCM
510
Teza Capital Management
Illinois
– – -57,898 Closed
SF
511
Symphony Financial
Texas
– – -56,345 Closed
AC
512
AXQ Capital
New Jersey
– – -50,925 Closed
SC
513
Sasco Capital
Connecticut
– – -48,690 Closed
II
514
Inspire Investing
Idaho
– – -47,543 Closed
TI
515
Trexquant Investment
Connecticut
– – -43,991 Closed
DTL
516
Dynamic Technology Lab
Singapore
– – -37,235 Closed
ACM
517
Aquatic Capital Management
Illinois
– – -32,500 Closed
CC
518
Centiva Capital
New York
– – -32,484 Closed
ET
519
Entropy Technologies
New York
– – -32,429 Closed
EGM
520
Engineers Gate Manager
New York
– – -32,391 Closed
GCM
521
Graham Capital Management
Connecticut
– – -30,718 Closed
B
522
Bailard
California
– – -29,559 Closed
BA
523
Bridgewater Associates
Connecticut
– – -28,934 Closed
IAIM
524
International Assets Investment Management
Florida
– – -26,046 Closed
MC
525
Maren Capital
Illinois
– – -21,876 Closed
19 20
21
22 23