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UGI
UGI

Overview Fund Activity

505 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.

Holders
505
Holders Change
+35
Holders Change %
+7.45%
% of All Funds
6.73%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
92
Increased
181
Reduced
146
Closed
48
Calls
$47M
Puts
$82.1M
Net Calls
-$35.1M
Net Calls Change
-$16.4M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$103M
2
LF
2
Lansforsakringar Fondforvaltning
Sweden
$84.9M
3
HAI
3
Hennessy Advisors Inc
California
$67.1M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$325M
5
CM
5
Corvex Management
New York
$55.4M

Top Sellers

1
BlackRock
1
BlackRock
New York
$731M
2
Mitsubishi UFJ Trust & Banking
2
Mitsubishi UFJ Trust & Banking
Japan
$89.6M
3
Bank of America
3
Bank of America
North Carolina
$26.3M
4
NIG
4
NFJ Investment Group
Texas
$0
5
DZ Bank
5
DZ Bank
Germany
$20M
Name Market Value Shares Shares
Change 		Shares
Change %
BNP Paribas Financial Markets
101
BNP Paribas Financial Markets
France
$5.15M 182,531 -254,224 -58%
Allspring Global Investments
102
Allspring Global Investments
North Carolina
$5.14M 181,687 +130,407 +254%
Hudson Bay Capital Management
103
Hudson Bay Capital Management
Connecticut
$4.94M 175,000 +175,000 New
DRP
104
Decade Renewable Partners
Texas
$4.61M 163,185 -23,494 -13%
Ensign Peak Advisors
105
Ensign Peak Advisors
Utah
$4.57M 161,731 -9,343 -5%
M&T Bank
106
M&T Bank
New York
$4.53M 160,362 -25,932 -14%
Verition Fund Management
107
Verition Fund Management
Connecticut
$4.45M 157,685 +157,685 New
Canada Life
108
Canada Life
Manitoba, Canada
$4.36M 154,235 -3,552 -2%
MNA
109
Manning & Napier Advisors
New York
$4.23M 150,000 +84,375 +129%
Comerica Bank
110
Comerica Bank
Texas
$4.19M 148,598 -14,697 -9%
BGIM
111
Brandywine Global Investment Management
Pennsylvania
$4.14M 146,781 -6,521 -4%
State of Wisconsin Investment Board
112
State of Wisconsin Investment Board
Wisconsin
$3.98M 141,118 -12,762 -8%
CWM
113
Congress Wealth Management
Massachusetts
$3.91M 138,508 +138,508 New
IMRF
114
Illinois Municipal Retirement Fund
Illinois
$3.89M 137,857 – –
EI
115
EDMP Inc
Florida
$3.85M 136,327 +2,869 +2%
SEI Investments
116
SEI Investments
Pennsylvania
$3.74M 132,395 -2,208 -2%
NA
117
NewEdge Advisors
Louisiana
$3.67M 129,938 +38,179 +42%
SDIC
118
South Dakota Investment Council
South Dakota
$3.64M 128,857 – –
EP
119
Edgestream Partners
New Jersey
$3.57M 126,368 +126,368 New
State of Tennessee, Department of Treasury
120
State of Tennessee, Department of Treasury
Tennessee
$3.45M 122,242 -3,450 -3%
PI
121
PineBridge Investments
New York
$3.42M 121,113 -78,826 -39%
MIM
122
MetLife Investment Management
New Jersey
$3.42M 121,027 +10,152 +9%
Two Sigma Investments
123
Two Sigma Investments
New York
$3.42M 121,006 -243,958 -67%
KCM
124
Kennedy Capital Management
Missouri
$3.31M 117,090 -846 -0.7%
AIM
125
ARGA Investment Management
Connecticut
$3.25M 115,254 – –
3 4
5
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