UGI
506 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.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more capital invested
Capital invested by funds: $ → $
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
9.04% more ownership
Funds ownership: 82.78% → 91.82% (+9%)
7% more funds holding
Funds holding: 471 → 506 (+35)
43% less call options, than puts
Call options by funds: $47M | Put options by funds: $82.1M
Holders
506
Holding in Top 10
4
Calls
$47M
Puts
$82.1M
Top Buyers
| 1 | +$63.9M | |
| 2 | +$59.6M | |
| 3 | +$55.4M | |
| 4 |
Pictet Asset Management
Carouge,
Switzerland
|
+$48.3M |
| 5 |
Neuberger Berman Group
New York
|
+$43.2M |
Top Sellers
| 1 | -$58.8M | |
| 2 | -$55.7M | |
| 3 | -$26.9M | |
| 4 |
NIG
NFJ Investment Group
Dallas,
Texas
|
-$24.6M |
| 5 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$19.6M |