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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
Deutsche Bank
76
Deutsche Bank
Germany
$6.27M -$113M -4,675,428 -94%
QT
77
Quantbot Technologies
New York
$6.22M +$4.27M +176,391 +186%
DRP
78
Decade Renewable Partners
Texas
$6.14M +$6.5M +268,300 New
CF
79
Corebridge Financial
Texas
$6.07M +$6.42M +265,146 New
RIA
80
RPG Investment Advisory
California
$6.03M +$405K +16,707 +7%
Janney Montgomery Scott
81
Janney Montgomery Scott
Pennsylvania
$5.96M +$354K +14,601 +6%
New York State Common Retirement Fund
82
New York State Common Retirement Fund
New York
$5.91M +$2.57M +105,985 +70%
Two Sigma Investments
83
Two Sigma Investments
New York
$5.78M +$5.5M +226,888 +887%
New York State Teachers Retirement System (NYSTRS)
84
New York State Teachers Retirement System (NYSTRS)
New York
$5.66M -$63.9K -2,636 -1%
Squarepoint
85
Squarepoint
New York
$5.56M +$4.07M +168,086 +225%
MVP
86
Miller Value Partners
Florida
$5.43M +$1.7M +70,000 +42%
EIP
87
Energy Income Partners
Connecticut
$5.19M +$673K +27,793 +14%
AWM
88
AE Wealth Management
Kansas
$4.97M +$1.41M +58,351 +37%
OA
89
Oxbow Advisors
Texas
$4.95M +$104K +4,283 +2%
SCM
90
SIR Capital Management
New York
$4.94M +$5.22M +215,598 New
California State Teachers Retirement System (CalSTRS)
91
California State Teachers Retirement System (CalSTRS)
California
$4.77M -$115K -4,756 -2%
State Board of Administration of Florida Retirement System
92
State Board of Administration of Florida Retirement System
Florida
$4.42M -$599K -24,740 -11%
Renaissance Technologies
93
Renaissance Technologies
New York
$4.39M -$688K -28,400 -13%
American Century Companies
94
American Century Companies
Missouri
$4.33M +$3.88M +159,968 +553%
T. Rowe Price Associates
95
T. Rowe Price Associates
Maryland
$4.29M +$1.65M +68,243 +57%
Mackenzie Financial
96
Mackenzie Financial
Ontario, Canada
$4.25M +$2.42M +99,820 +116%
OTPPB
97
Ontario Teachers' Pension Plan Board
Ontario, Canada
$4.24M -$1.98M -81,519 -31%
EGM
98
Engineers Gate Manager
New York
$4.24M +$814K +33,615 +22%
M&T Bank
99
M&T Bank
New York
$4.23M +$17.8K +733 +0.4%
NEI
100
Northwest & Ethical Investments
Ontario, Canada
$4.12M +$1.43M +58,897 +49%