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UGI
474 hedge funds and large institutions have $4.55B invested in UGI in 2024 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 174 increasing their positions, 150 reducing their positions, and 55 closing their positions.
New
Increased
Maintained
Reduced
Closed
25% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 55
16% more repeat investments, than reductions
Existing positions increased: 174 | Existing positions reduced: 150
8% more capital invested
Capital invested by funds: $4.19B → $4.55B (+$356M)
3% more funds holding
Funds holding: 462 → 474 (+12)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
2.77% less ownership
Funds ownership: 87.22% → 84.45% (-2.8%)
36% less call options, than puts
Call options by funds: $33.1M | Put options by funds: $51.7M
Holders
474
Holders Change
+12
Holders Change %
+2.6%
% of All Funds
6.81%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
69
Increased
174
Reduced
150
Closed
55
Calls
$33.1M
Puts
$51.7M
Net Calls
-$18.7M
Net Calls Change
-$31.8M
Top Buyers
Top Sellers
| 1 |
ZP
Zimmer Partners
New York
|
-$122M |
| 2 |
First Eagle Investment Management
New York
|
-$78.6M |
| 3 |
ProShare Advisors
Bethesda,
Maryland
|
-$27.2M |
| 4 |
Millennium Management
New York
|
-$25.7M |
| 5 |
Adage Capital Partners
Boston,
Massachusetts
|
-$22.9M |