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462 hedge funds and large institutions have $4.19B invested in UGI in 2024 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 171 increasing their positions, 130 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $37.5M | Put options by funds: $24.4M

42% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 55

32% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 130

4.4% more ownership

Funds ownership: 82.82%87.22% (+4.4%)

4% more funds holding

Funds holding: 445462 (+17)

2% less capital invested

Capital invested by funds: $4.26B → $4.19B (-$67.2M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
462
Holders Change
+17
Holders Change %
+3.82%
% of All Funds
6.67%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
78
Increased
171
Reduced
130
Closed
55
Calls
$37.5M
Puts
$24.4M
Net Calls
+$13.1M
Net Calls Change
-$807K
Name Holding Trade Value Shares
Change
Change in
Stake
Manulife (Manufacturers Life Insurance)
51
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.7M -$12.3M -508,569 -48%
CIM
52
Cambria Investment Management
California
$12.2M +$12.9M +532,844 New
Legal & General Group
53
Legal & General Group
United Kingdom
$11.6M -$1.27M -52,566 -9%
CAM
54
Cresset Asset Management
Illinois
$11.5M +$532K +21,947 +5%
Retirement Systems of Alabama
55
Retirement Systems of Alabama
Alabama
$11.3M -$107K -4,418 -0.9%
MYAM
56
Meiji Yasuda Asset Management
Japan
$11.2M -$1.78M -73,444 -13%
AllianceBernstein
57
AllianceBernstein
Tennessee
$10.9M +$3.78M +155,982 +49%
HA
58
Heartland Advisors
Wisconsin
$10.6M +$2.44M +100,600 +28%
DRZID
59
DePrince Race & Zollo Inc (DRZ)
Florida
$10.2M -$21.7M -894,280 -67%
AAM
60
Advisors Asset Management
Colorado
$10.1M +$2.16M +89,359 +26%
AG
61
Algert Global
California
$9.52M +$4.66M +192,542 +86%
Swiss National Bank
62
Swiss National Bank
Switzerland
$9.46M
California Public Employees Retirement System
63
California Public Employees Retirement System
California
$9.23M +$596K +24,618 +7%
LIM
64
Longfellow Investment Management
Massachusetts
$9.07M +$1.14K +47 +0%
First Trust Advisors
65
First Trust Advisors
Illinois
$8.8M -$70.3K -2,903 -0.7%
CCM
66
Callodine Capital Management
Massachusetts
$8.35M -$4.49M -185,235 -34%
Jane Street
67
Jane Street
New York
$8.31M +$7.39M +305,051 +526%
CSS
68
Cubist Systematic Strategies
Connecticut
$8.14M -$3.58M -147,704 -29%
BNP Paribas Financial Markets
69
BNP Paribas Financial Markets
France
$8.03M -$4.19M -173,058 -33%
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
$7.29M +$3.28M +135,398 +74%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$7.1M +$1.45M +59,939 +24%
Man Group
72
Man Group
United Kingdom
$7.1M +$1.42M +58,516 +23%
LPL Financial
73
LPL Financial
California
$6.85M +$2.06M +85,071 +40%
Barclays
74
Barclays
United Kingdom
$6.67M -$5.09M -210,242 -42%
UBS Group
75
UBS Group
Switzerland
$6.66M -$4.23M -174,717 -38%