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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 %
GF
51
Gabelli Funds
New York
$16.1M 569,000 +4,400 +0.8%
Legal & General Group
52
Legal & General Group
United Kingdom
$15.7M 556,061 +17,871 +3%
Manulife (Manufacturers Life Insurance)
53
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15.6M 552,506 -2,826 -0.5%
Citadel Advisors
54
Citadel Advisors
Florida
$15.3M 542,397 +291,451 +116%
CIM
55
Cambria Investment Management
California
$15.3M 541,335 +16,398 +3%
Millennium Management
56
Millennium Management
New York
$14.6M 515,518 +485,802 +1,635%
Retirement Systems of Alabama
57
Retirement Systems of Alabama
Alabama
$14M 495,444 +248 +0.1%
CAM
58
Cresset Asset Management
Illinois
$13.9M 492,359 -18,876 -4%
Principal Financial Group
59
Principal Financial Group
Iowa
$13.9M 492,164 -5,030 -1%
AAM
60
Advisors Asset Management
Colorado
$13.9M 490,950 +21,249 +5%
Franklin Resources
61
Franklin Resources
California
$13.6M 480,224 -150,380 -24%
AA
62
Ancora Advisors
Ohio
$13.4M 475,430 +424,160 +827%
MYAM
63
Meiji Yasuda Asset Management
Japan
$13.4M 474,509 -129 -0%
Citigroup
64
Citigroup
New York
$13.1M 463,515 +260,202 +128%
WG
65
Winton Group
United Kingdom
$12.9M 457,054 +457,054 New
WCM
66
Wedge Capital Management
North Carolina
$12.5M 442,168 -113,763 -20%
AllianceBernstein
67
AllianceBernstein
Tennessee
$12.5M 441,760 -52,207 -11%
HSBC Holdings
68
HSBC Holdings
United Kingdom
$12.4M 442,005 +39,780 +10%
Allianz Asset Management
69
Allianz Asset Management
Germany
$12.4M 440,153 +152,671 +53%
Adage Capital Partners
70
Adage Capital Partners
Massachusetts
$12M 425,000 +425,000 New
Swiss National Bank
71
Swiss National Bank
Switzerland
$11.9M 422,300 +13,100 +3%
LPL Financial
72
LPL Financial
California
$11.3M 398,820 +87,739 +28%
LIM
73
Longfellow Investment Management
Massachusetts
$11.2M 395,687 -493 -0.1%
California Public Employees Retirement System
74
California Public Employees Retirement System
California
$10.8M 380,961 -18,568 -5%
CCM
75
Callodine Capital Management
Massachusetts
$10.7M 380,100 +86,350 +29%
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