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 %
T. Rowe Price Associates
126
T. Rowe Price Associates
Maryland
$2.77M +$278K +11,295 +11%
HF
127
HRT Financial
New York
$2.77M +$2.38M +96,929 +624%
KBC Group
128
KBC Group
Belgium
$2.76M +$1.44M +58,642 +109%
State of New Jersey Common Pension Fund D
129
State of New Jersey Common Pension Fund D
New Jersey
$2.73M
Squarepoint
130
Squarepoint
New York
$2.62M -$4.04M -164,159 -61%
Janus Henderson Group
131
Janus Henderson Group
United Kingdom
$2.56M -$169K -6,864 -6%
YCM
132
Yousif Capital Management
Michigan
$2.54M +$16.7K +678 +0.7%
BFG
133
Bleakley Financial Group
New Jersey
$2.52M +$440K +17,882 +21%
SS
134
Simplicity Solutions
Minnesota
$2.51M +$432K +17,560 +21%
WorldQuant Millennium Advisors
135
WorldQuant Millennium Advisors
New York
$2.51M -$25.5M -1,035,290 -91%
AA
136
Ancora Advisors
Ohio
$2.41M +$1.45M +58,930 +152%
HAI
137
Hennessy Advisors Inc
California
$2.4M
HighTower Advisors
138
HighTower Advisors
Illinois
$2.37M +$70K +2,846 +3%
ERSOT
139
Employees Retirement System of Texas
Texas
$2.36M
Connor, Clark & Lunn Investment Management (CC&L)
140
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.32M +$183K +7,434 +9%
Treasurer of the State of North Carolina
141
Treasurer of the State of North Carolina
North Carolina
$2.28M +$22.1K +900 +1%
NEI
142
Northwest & Ethical Investments
Ontario, Canada
$2.23M
TI
143
Trexquant Investment
Connecticut
$2.21M -$3.07M -124,628 -58%
Royal Bank of Canada
144
Royal Bank of Canada
Ontario, Canada
$2.18M +$50.5K +2,054 +2%
Ohio Public Employees Retirement System (OPERS)
145
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.15M +$58.8K +2,391 +3%
Nisa Investment Advisors
146
Nisa Investment Advisors
Missouri
$2.09M -$145K -5,905 -6%
APF
147
Alaska Permanent Fund
Alaska
$2.09M +$136K +5,541 +7%
SC
148
Stolper & Co
Oklahoma
$1.93M +$1.93M +78,334 New
Tudor Investment Corp
149
Tudor Investment Corp
Connecticut
$1.9M -$4.11M -167,225 -68%
KTA
150
Keeley-Teton Advisors
Illinois
$1.88M +$457K +18,592 +32%