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 %
EF
101
Empowered Funds
Pennsylvania
$4.31M +$4.31M +175,041 New
PFC
102
Phocas Financial Corp
California
$4.27M +$4.27M +173,567 New
RMA
103
Roffman Miller Associates
Pennsylvania
$4.17M -$280K -11,395 -6%
Ensign Peak Advisors
104
Ensign Peak Advisors
Utah
$4.1M -$412K -16,758 -9%
New York State Common Retirement Fund
105
New York State Common Retirement Fund
New York
$4.04M -$81.9K -3,330 -2%
Envestnet Asset Management
106
Envestnet Asset Management
Illinois
$3.6M +$156K +6,341 +5%
EGM
107
Engineers Gate Manager
New York
$3.57M -$6.25M -253,886 -64%
ACM
108
Aquatic Capital Management
Illinois
$3.47M +$2.72M +110,400 +358%
SDIC
109
South Dakota Investment Council
South Dakota
$3.35M
EI
110
EDMP Inc
Florida
$3.33M +$712K +28,960 +27%
Canada Life
111
Canada Life
Manitoba, Canada
$3.32M -$426K -17,326 -11%
AB
112
Amalgamated Bank
New York
$3.25M -$35.2K -1,429 -1%
Franklin Resources
113
Franklin Resources
California
$3.2M -$728K -29,600 -19%
MOACM
114
Mutual of America Capital Management
New York
$3.18M -$165K -6,725 -5%
Comerica Bank
115
Comerica Bank
Texas
$3.16M -$1.24M -50,598 -28%
AWM
116
AE Wealth Management
Kansas
$3.15M -$1.41M -60,877 -31%
BC
117
Burney Company
Virginia
$3.13M +$1.89M +76,694 +152%
RJA
118
Raymond James & Associates
Florida
$3.09M +$341K +13,848 +12%
EP
119
Edgestream Partners
New Jersey
$3.08M +$2.69M +109,479 +690%
Man Group
120
Man Group
United Kingdom
$3.03M +$3.03M +123,099 New
MIM
121
MetLife Investment Management
New Jersey
$2.91M -$47.5K -1,932 -2%
KCM
122
Kennedy Capital Management
Missouri
$2.85M -$588K -23,895 -17%
FM
123
Foster & Motley
Ohio
$2.8M -$234K -9,527 -8%
Simplex Trading
124
Simplex Trading
Illinois
$2.79M +$324K +13,173 +13%
BFA
125
Bill Few Associates
Pennsylvania
$2.78M +$5.9K +240 +0.2%