440 hedge funds and large institutions have $3.95B invested in UGI in 2023 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 151 increasing their positions, 155 reducing their positions, and 96 closing their positions.

Holders
440
Holders Change
-42
Holders Change %
-8.71%
% of All Funds
7.02%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
60
Increased
151
Reduced
155
Closed
96
Calls
$50.5M
Puts
$31.7M
Net Calls
+$18.8M
Net Calls Change
+$18.2M
Name Holding Trade Value Shares
Change
Shares
Change %
RP
51
Reinhart Partners
Wisconsin
$13.2M +$3.05M +132,450 +30%
Point72 Asset Management
52
Point72 Asset Management
Connecticut
$12.9M +$12.9M +561,626 New
AQR Capital Management
53
AQR Capital Management
Connecticut
$12.7M +$6.52M +283,592 +106%
Allspring Global Investments
54
Allspring Global Investments
North Carolina
$11.9M -$7.9M -343,399 -40%
GF
55
Gabelli Funds
New York
$11.9M -$322K -14,000 -3%
Wells Fargo
56
Wells Fargo
California
$11.9M +$2.99M +130,075 +34%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$11.7M +$4.96M +215,604 +74%
Retirement Systems of Alabama
58
Retirement Systems of Alabama
Alabama
$11.4M -$189K -8,202 -2%
Thrivent Financial for Lutherans
59
Thrivent Financial for Lutherans
Minnesota
$10.8M +$7.43M +323,105 +222%
Swiss National Bank
60
Swiss National Bank
Switzerland
$10.6M -$6.76M -293,900 -39%
Marshall Wace
61
Marshall Wace
United Kingdom
$10.4M +$9.92M +431,391 +2,006%
Jane Street
62
Jane Street
New York
$10M +$7.58M +329,663 +314%
First Trust Advisors
63
First Trust Advisors
Illinois
$9.46M -$5.77M -250,854 -38%
Massachusetts Financial Services
64
Massachusetts Financial Services
Massachusetts
$9.27M -$12.9M -561,719 -58%
EGM
65
Engineers Gate Manager
New York
$9.18M +$268K +11,640 +3%
California Public Employees Retirement System
66
California Public Employees Retirement System
California
$8.77M -$265K -11,533 -3%
LIP
67
Lighthouse Investment Partners
Florida
$8.68M +$8.68M +377,293 New
TSW
68
Thompson Siegel & Walmsley
Virginia
$8.5M +$1.61M +69,806 +23%
UBS Group
69
UBS Group
Switzerland
$7.75M +$4.54M +197,594 +142%
VOYA Investment Management
70
VOYA Investment Management
Georgia
$7.62M +$968K +42,088 +15%
UBS AM
71
UBS AM
Illinois
$7.47M -$12.9M -559,141 -63%
AllianceBernstein
72
AllianceBernstein
Tennessee
$6.94M -$964K -41,914 -12%
AIG
73
American International Group
New York
$6.79M -$474K -20,599 -7%
Holocene Advisors
74
Holocene Advisors
New York
$6.5M +$2.66M +115,528 +69%
CS
75
Credit Suisse
Switzerland
$6.35M -$4.14M -180,162 -39%