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 %
Renaissance Technologies
76
Renaissance Technologies
New York
$6.68M +$6.68M +271,488 New
TSW
77
Thompson Siegel & Walmsley
Virginia
$6.58M -$2.51M -102,127 -28%
AG
78
Algert Global
California
$6.55M +$1.39M +56,669 +27%
Capital Fund Management (CFM)
79
Capital Fund Management (CFM)
France
$6.23M +$2.34M +95,101 +60%
VOYA Investment Management
80
VOYA Investment Management
Georgia
$5.99M -$2.17M -88,011 -27%
Janney Montgomery Scott
81
Janney Montgomery Scott
Pennsylvania
$5.83M -$280K -11,367 -5%
New York State Teachers Retirement System (NYSTRS)
82
New York State Teachers Retirement System (NYSTRS)
New York
$5.65M
UBS Group
83
UBS Group
Switzerland
$5.61M -$2.67M -108,734 -32%
Mackenzie Financial
84
Mackenzie Financial
Ontario, Canada
$5.59M +$3.98M +161,800 +247%
California State Teachers Retirement System (CalSTRS)
85
California State Teachers Retirement System (CalSTRS)
California
$5.52M -$246K -9,990 -4%
Holocene Advisors
86
Holocene Advisors
New York
$5.36M -$1.59M -64,727 -23%
CWM
87
Congress Wealth Management
Massachusetts
$5.21M +$5.21M +211,852 New
RIA
88
RPG Investment Advisory
California
$5.01M +$579K +23,544 +13%
CCM
89
Callodine Capital Management
Massachusetts
$4.92M +$4.92M +200,000 New
QT
90
Quantbot Technologies
New York
$4.8M +$1.52M +61,593 +46%
State Board of Administration of Florida Retirement System
91
State Board of Administration of Florida Retirement System
Florida
$4.75M +$1.16K +47 +0%
LPL Financial
92
LPL Financial
California
$4.66M +$1.2M +48,914 +35%
EIP
93
Energy Income Partners
Connecticut
$4.65M -$185K -7,532 -4%
Amundi
94
Amundi
France
$4.65M +$2.29M +93,849 +97%
Susquehanna International Group
95
Susquehanna International Group
Pennsylvania
$4.59M -$7.88M -320,355 -63%
Commonwealth Equity Services
96
Commonwealth Equity Services
Massachusetts
$4.58M -$488K -19,825 -10%
SEI Investments
97
SEI Investments
Pennsylvania
$4.45M -$1.55M -62,813 -26%
TPSF
98
Texas Permanent School Fund
Texas
$4.45M +$74.9K +3,045 +2%
M&T Bank
99
M&T Bank
New York
$4.4M +$401K +16,280 +10%
HSBC Holdings
100
HSBC Holdings
United Kingdom
$4.34M -$1.25M -50,820 -22%