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462 hedge funds and large institutions have $4.19B invested in UGI in 2024 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 171 increasing their positions, 130 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $37.5M | Put options by funds: $24.4M

42% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 55

32% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 130

4.4% more ownership

Funds ownership: 82.82%87.22% (+4.4%)

4% more funds holding

Funds holding: 445462 (+17)

2% less capital invested

Capital invested by funds: $4.26B → $4.19B (-$67.2M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
462
Holders Change
+17
Holders Change %
+3.82%
% of All Funds
6.67%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
78
Increased
171
Reduced
130
Closed
55
Calls
$37.5M
Puts
$24.4M
Net Calls
+$13.1M
Net Calls Change
-$807K
Name Holding Trade Value Shares
Change
Change in
Stake
FM
126
Foster & Motley
Ohio
$2.57M -$23.2K -959 -0.8%
KTA
127
Keeley-Teton Advisors
Illinois
$2.55M +$851K +35,124 +46%
MIM
128
MetLife Investment Management
New Jersey
$2.53M -$114K -4,724 -4%
BFA
129
Bill Few Associates
Pennsylvania
$2.52M +$4.6K +190 +0.2%
QC
130
Quadrature Capital
United Kingdom
$2.5M +$947K +39,091 +56%
Tudor Investment Corp
131
Tudor Investment Corp
Connecticut
$2.48M +$41.7K +1,723 +2%
EI
132
Ethic Inc
New York
$2.48M +$323K +13,344 +14%
JF
133
Jump Financial
Illinois
$2.47M -$2.76M -113,821 -51%
VOYA Investment Management
134
VOYA Investment Management
Georgia
$2.46M -$87.3K -3,605 -3%
HighTower Advisors
135
HighTower Advisors
Illinois
$2.37M -$57.4K -2,370 -2%
Janus Henderson Group
136
Janus Henderson Group
United Kingdom
$2.36M -$26.2K -1,081 -1%
Kovitz Investment Group Partners
137
Kovitz Investment Group Partners
Illinois
$2.33M +$2.47M +101,757 New
D.E. Shaw & Co
138
D.E. Shaw & Co
New York
$2.3M -$6.45M -266,170 -73%
YCM
139
Yaupon Capital Management
New York
$2.29M +$2.42M +100,000 New
KBC Group
140
KBC Group
Belgium
$2.22M -$278K -11,462 -11%
YCM
141
Yousif Capital Management
Michigan
$2.16M -$181K -7,475 -7%
DTL
142
Dynamic Technology Lab
Singapore
$2.14M -$2.01M -83,084 -47%
Treasurer of the State of North Carolina
143
Treasurer of the State of North Carolina
North Carolina
$2.09M -$48.3K -1,993 -2%
MNA
144
Manning & Napier Advisors
New York
$2.09M +$2.21M +91,191 New
NA
145
NewEdge Advisors
Louisiana
$2.04M +$186K +7,690 +9%
Envestnet Asset Management
146
Envestnet Asset Management
Illinois
$2.03M -$440K -18,176 -17%
DekaBank Deutsche Girozentrale
147
DekaBank Deutsche Girozentrale
Germany
$2.01M +$1.76M +72,640 +437%
Robeco Institutional Asset Management
148
Robeco Institutional Asset Management
Netherlands
$1.95M +$2.06M +85,144 New
Nisa Investment Advisors
149
Nisa Investment Advisors
Missouri
$1.94M +$246K +10,148 +14%
SO
150
STRS Ohio
Ohio
$1.87M +$1.98M +81,693 New