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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 %
MOACM
126
Mutual of America Capital Management
New York
$3.2M 113,407 -2,621 -2%
APF
127
Alaska Permanent Fund
Alaska
$3.2M 113,367 – –
HighTower Advisors
128
HighTower Advisors
Illinois
$3.16M 111,795 +7,895 +8%
FM
129
Foster & Motley
Ohio
$3.07M 108,836 +2,370 +2%
KTA
130
Keeley-Teton Advisors
Illinois
$3.02M 106,894 -4,425 -4%
QCM
131
Quantinno Capital Management
New York
$3.01M 106,574 +27,804 +35%
New York State Common Retirement Fund
132
New York State Common Retirement Fund
New York
$2.97M 105,324 +1,478 +1%
GC
133
Guggenheim Capital
Illinois
$2.89M 102,444 +16,676 +19%
AB
134
Amalgamated Bank
New York
$2.88M 101,917 – –
EI
135
Ethic Inc
New York
$2.86M 101,397 +6,639 +7%
BFA
136
Bill Few Associates
Pennsylvania
$2.82M 99,987 -5,494 -5%
Treasurer of the State of North Carolina
137
Treasurer of the State of North Carolina
North Carolina
$2.67M 94,519 +2,840 +3%
Bank of Montreal
138
Bank of Montreal
Ontario, Canada
$2.65M 93,848 -16,427 -15%
Janus Henderson Group
139
Janus Henderson Group
United Kingdom
$2.62M 92,700 – –
Jane Street
140
Jane Street
New York
$2.56M 90,623 +50,549 +126%
IA
141
Inspire Advisors
Idaho
$2.5M 88,728 +10,203 +13%
OTPPB
142
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.45M 86,830 -51,712 -37%
AA
143
ALPS Advisors
Colorado
$2.45M 86,765 +12,835 +17%
State of New Jersey Common Pension Fund D
144
State of New Jersey Common Pension Fund D
New Jersey
$2.43M 86,137 +6,177 +8%
KK
145
KLP Kapitalforvaltning
Norway
$2.38M 83,300 +83,300 New
YCM
146
Yousif Capital Management
Michigan
$2.35M 83,376 -1,744 -2%
HC
147
Hourglass Capital
Texas
$2.33M 82,520 +470 +0.6%
Nisa Investment Advisors
148
Nisa Investment Advisors
Missouri
$2.32M 81,262 -10,228 -11%
Cambridge Investment Research Advisors
149
Cambridge Investment Research Advisors
Iowa
$2.31M 81,984 +19,691 +32%
Envestnet Asset Management
150
Envestnet Asset Management
Illinois
$2.28M 80,633 -9,680 -11%
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