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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 %
IMC Chicago
526
IMC Chicago
Illinois
– – -12,676 Closed
SG Americas Securities
527
SG Americas Securities
New York
– – -12,053 Closed
SRL
528
Scientech Research LLC
New Jersey
– – -11,965 Closed
EIP
529
Epoch Investment Partners
New York
– – -11,893 Closed
CTC
530
Corundum Trust Company
South Dakota
– – -11,373 Closed
GCP
531
GSA Capital Partners
United Kingdom
– – -11,254 Closed
TI
532
Tidal Investments
Wisconsin
– – -10,729 Closed
SPA
533
Sherbrooke Park Advisers
New York
– – -10,546 Closed
GS
534
GTS Securities
New York
– – -10,376 Closed
SW
535
SteelPeak Wealth
California
– – -10,088 Closed
Daiwa Securities Group
536
Daiwa Securities Group
Japan
– – -10,000 Closed
IWM
537
IHT Wealth Management
Illinois
– – -9,747 Closed
SAMT
538
Select Asset Management & Trust
Pennsylvania
– – -9,400 Closed
STA
539
Summit Trail Advisors
New York
– – -8,796 Closed
Group One Trading
540
Group One Trading
Illinois
– – -8,791 Closed
KFA
541
Krane Funds Advisors
New York
– – -8,124 Closed
PWM
542
Partnership Wealth Management
Maryland
– – -6,750 Closed
MRC
543
Millburn Ridgefield Corp
New York
– – -2,205 Closed
FLPIM
544
F.L. Putnam Investment Management
Massachusetts
– – -1,200 Closed
SHIM
545
Stone House Investment Management
Pennsylvania
– – -708 Closed
Optiver Holding
546
Optiver Holding
Netherlands
– – -648 Closed
CA
547
Claris Advisors
Missouri
– – -516 Closed
Credit Agricole
548
Credit Agricole
France
– – -300 Closed
MSG
549
Main Street Group
Virginia
– – -257 Closed
CPA
550
Capital Performance Advisors
California
– – -84 Closed
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