472 hedge funds and large institutions have $4.55B invested in UGI in 2024 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 174 increasing their positions, 149 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.87% less ownership

Funds ownership: 87.31%84.44% (-2.9%)

36% less call options, than puts

Call options by funds: $33.1M | Put options by funds: $51.7M

Holders
472
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$33.1M
Puts
$51.7M
Net Calls
Net Calls Change

Top Buyers

1 +$69.7M
2 +$43.8M
3 +$32.1M
4
Norges Bank
Norges Bank
Norway
+$26M
5
Charles Schwab
Charles Schwab
California
+$20.2M

Top Sellers

1 -$122M
2 -$81.6M
3 -$28.2M
4
Millennium Management
Millennium Management
New York
-$26.7M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$22.9M
Name Holding Trade Value Shares
Change
Change in
Stake
76
$7.05M
77
$6.35M
78
$6.28M
79
$6.27M
80
$6.04M
81
$5.51M
82
$5.49M
83
$5.4M
84
$5.09M
85
$5.07M
86
$5.07M
87
$5.05M
88
$5M
89
$4.83M
90
$4.67M
91
$4.66M
92
$4.59M
93
$4.48M
94
$4.36M
95
$4.28M
96
$4.09M
97
$4.01M
98
$3.94M
99
$3.85M
100
$3.85M