506 hedge funds and large institutions have $5.58B invested in UGI in 2024 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 182 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

7.38% more ownership

Funds ownership: 84.44%91.82% (+7.4%)

7% more funds holding

Funds holding: 472506 (+34)

43% less call options, than puts

Call options by funds: $47M | Put options by funds: $82.1M

Holders
506
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$47M
Puts
$82.1M
Net Calls
Net Calls Change

Top Buyers

1 +$63.9M
2 +$59.6M
3 +$55.4M
4
Pictet Asset Management
Pictet Asset Management
Switzerland
+$48.3M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$43.2M

Top Sellers

1 -$58.8M
2 -$55.7M
3 -$26.9M
4
NIG
NFJ Investment Group
Texas
-$24.6M
5
DZ Bank
DZ Bank
Germany
-$19.6M
Name Holding Trade Value Shares
Change
Change in
Stake
101
$5.15M
102
$5.14M
103
$4.94M
104
$4.61M
105
$4.57M
106
$4.53M
107
$4.45M
108
$4.36M
109
$4.23M
110
$4.19M
111
$4.14M
112
$3.98M
113
$3.91M
114
$3.89M
115
$3.85M
116
$3.74M
117
$3.67M
118
$3.64M
119
$3.57M
120
$3.45M
121
$3.42M
122
$3.42M
123
$3.42M
124
$3.31M
125
$3.25M