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.

New
Increased
Maintained
Reduced
Closed
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 %
RC
151
RBF Capital
California
$1.85M +$1.85M +75,000 New
EI
152
Ethic Inc
New York
$1.83M -$70.4K -2,861 -4%
TRSOTSOK
153
Teachers Retirement System of the State of Kentucky
Kentucky
$1.76M
DekaBank Deutsche Girozentrale
154
DekaBank Deutsche Girozentrale
Germany
$1.65M -$550K -22,323 -25%
GC
155
Guggenheim Capital
Illinois
$1.57M +$3K +122 +0.2%
HC
156
Hourglass Capital
Texas
$1.56M
NA
157
NewEdge Advisors
Louisiana
$1.55M +$1.55M +67,488 +45,294%
AC
158
AXQ Capital
New Jersey
$1.55M +$202K +8,200 +15%
Osaic Holdings
159
Osaic Holdings
Arizona
$1.47M -$85K -3,452 -5%
OPERF
160
Oregon Public Employees Retirement Fund
Oregon
$1.45M +$4.92K +200 +0.3%
LSERS
161
Louisiana State Employees Retirement System
Louisiana
$1.45M -$12.3K -500 -0.8%
ASRS
162
Arizona State Retirement System
Arizona
$1.44M -$25.7K -1,043 -2%
OAM
163
Occidental Asset Management
California
$1.43M +$1.02M +41,546 +248%
Cambridge Investment Research Advisors
164
Cambridge Investment Research Advisors
Iowa
$1.43M -$51.4K -2,090 -3%
Zurich Cantonal Bank
165
Zurich Cantonal Bank
Switzerland
$1.34M +$352K +14,300 +36%
QC
166
Quadrature Capital
United Kingdom
$1.31M -$484K -19,680 -27%
AIMCA
167
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.28M
CCA
168
Catalyst Capital Advisors
New York
$1.28M
YIH
169
Y-Intercept (HK)
Hong Kong
$1.25M -$404K -16,440 -24%
Bank of Montreal
170
Bank of Montreal
Ontario, Canada
$1.24M -$271K -10,815 -18%
SOMRS
171
State of Michigan Retirement System
Michigan
$1.24M +$4.92K +200 +0.4%
PE
172
Point72 Europe
United Kingdom
$1.23M +$1.23M +49,866 New
AIM
173
ARGA Investment Management
Connecticut
$1.22M +$469K +19,065 +63%
ASN
174
Advisory Services Network
Georgia
$1.2M -$69.9K -2,840 -5%
Cerity Partners
175
Cerity Partners
New York
$1.2M -$144K -5,857 -11%