440 hedge funds and large institutions have $4.3B invested in UGI in 2023 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 142 increasing their positions, 168 reducing their positions, and 61 closing their positions.

Holders
440
Holders Change
Holders Change %
0%
% of All Funds
6.45%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
65
Increased
142
Reduced
168
Closed
61
Calls
$55.1M
Puts
$34.8M
Net Calls
+$20.3M
Net Calls Change
+$1.58M
Name Holding Trade Value Shares
Change
Shares
Change %
Prudential Financial
51
Prudential Financial
New Jersey
$11.5M -$27.7M -1,127,679 -71%
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$11.4M -$151K -6,121 -1%
ACG
53
Aventail Capital Group
New York
$11.1M +$11.1M +449,599 New
Wells Fargo
54
Wells Fargo
California
$11M -$1.67M -67,758 -13%
JAM
55
Jupiter Asset Management
United Kingdom
$10.9M -$15M -609,214 -58%
First Trust Advisors
56
First Trust Advisors
Illinois
$10.3M +$208K +8,443 +2%
Swiss National Bank
57
Swiss National Bank
Switzerland
$10.2M -$1.15M -46,800 -10%
Massachusetts Financial Services
58
Massachusetts Financial Services
Massachusetts
$9.88M -$35.6K -1,448 -0.4%
LIM
59
Longfellow Investment Management
Massachusetts
$9.74M +$4.09M +166,084 +72%
D.E. Shaw & Co
60
D.E. Shaw & Co
New York
$9.6M -$15.9M -644,477 -62%
HA
61
Heartland Advisors
Wisconsin
$8.97M +$8.97M +364,450 New
California Public Employees Retirement System
62
California Public Employees Retirement System
California
$8.87M -$506K -20,570 -5%
Barclays
63
Barclays
United Kingdom
$8.77M +$2.85M +115,923 +48%
JF
64
Jump Financial
Illinois
$8.77M +$3.37M +137,114 +63%
State of Wisconsin Investment Board
65
State of Wisconsin Investment Board
Wisconsin
$8.73M +$2.57M +104,615 +42%
BNP Paribas Financial Markets
66
BNP Paribas Financial Markets
France
$8.18M +$4.26M +173,039 +108%
Goldman Sachs
67
Goldman Sachs
New York
$8.09M -$8.38M -340,850 -51%
Citadel Advisors
68
Citadel Advisors
Florida
$8.07M -$20.3M -825,013 -72%
UBS AM
69
UBS AM
Illinois
$7.94M -$50.5K -2,051 -0.6%
CS
70
Credit Suisse
Switzerland
$7.63M +$844K +34,292 +12%
AllianceBernstein
71
AllianceBernstein
Tennessee
$7.46M +$38.5K +1,567 +0.5%
Wellington Management Group
72
Wellington Management Group
Massachusetts
$7.39M +$7.39M +300,330 New
PI
73
PEAK6 Investments
Illinois
$6.99M +$4.56M +185,460 +188%
AIG
74
American International Group
New York
$6.96M -$300K -12,176 -4%
AAM
75
Advisors Asset Management
Colorado
$6.72M +$2.53M +102,796 +60%