UGI
471 hedge funds and large institutions have $4.46B invested in UGI in 2024 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 173 increasing their positions, 149 reducing their positions, and 57 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
4.53% less ownership
Funds ownership: 87.31% → 82.78% (-4.5%)
36% less call options, than puts
Call options by funds: $33.1M | Put options by funds: $51.7M
Holders
471
Holding in Top 10
3
Calls
$33.1M
Puts
$51.7M
Top Buyers
| 1 | +$69.7M | |
| 2 | +$43.8M | |
| 3 | +$32.1M | |
| 4 |
Charles Schwab
San Francisco,
California
|
+$20.2M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$19.4M |
Top Sellers
| 1 | -$122M | |
| 2 | -$81.6M | |
| 3 | -$28.2M | |
| 4 |
Millennium Management
New York
|
-$26.7M |
| 5 |
Adage Capital Partners
Boston,
Massachusetts
|
-$22.9M |