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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 %
EFS
151
Econ Financial Services
Pennsylvania
$2.23M 78,978 -5,895 -7%
Ohio Public Employees Retirement System (OPERS)
152
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.22M 78,798 -3,281 -4%
PFSRSONJ
153
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.21M 78,434 +78,434 New
Walleye Trading
154
Walleye Trading
New York
$2.17M 76,698 +76,698 New
VOYA Investment Management
155
VOYA Investment Management
Georgia
$2.16M 76,348 -20,348 -21%
NRD
156
Nebula Research & Development
New York
$2.15M 76,203 +49,678 +187%
CCB
157
Cutter & Co Brokerage
Missouri
$2.14M 75,877 +75,877 New
Mirae Asset Global ETFs Holdings
158
Mirae Asset Global ETFs Holdings
Hong Kong
$2.03M 72,066 +10,751 +18%
EIP
159
Easterly Investment Partners
Massachusetts
$1.99M 70,338 +11,100 +19%
KBC Group
160
KBC Group
Belgium
$1.97M 69,806 -34,485 -33%
American Century Companies
161
American Century Companies
Missouri
$1.94M 68,729 +26,317 +62%
TRSOTSOK
162
Teachers Retirement System of the State of Kentucky
Kentucky
$1.88M 66,450 -3,310 -5%
SO
163
STRS Ohio
Ohio
$1.81M 64,273 -20,809 -24%
Prudential Financial
164
Prudential Financial
New Jersey
$1.81M 63,989 -79,540 -55%
ASRS
165
Arizona State Retirement System
Arizona
$1.76M 62,305 +1,945 +3%
Zurich Cantonal Bank
166
Zurich Cantonal Bank
Switzerland
$1.73M 61,286 +14,504 +31%
Amundi
167
Amundi
France
$1.73M 60,598 +3,945 +7%
RC
168
RBF Capital
California
$1.69M 60,000 -15,000 -20%
Cerity Partners
169
Cerity Partners
New York
$1.69M 61,471 +7,933 +15%
LSERS
170
Louisiana State Employees Retirement System
Louisiana
$1.68M 59,600 +100 +0.2%
PSC
171
Portman Square Capital
United Kingdom
$1.64M 58,202 +45,305 +351%
MCA
172
MSH Capital Advisors
Arizona
$1.57M 55,783 +14,161 +34%
OC
173
Oppenheimer & Co
New York
$1.51M 53,336 -282 -0.5%
Creative Planning
174
Creative Planning
Kansas
$1.5M 53,168 +9,095 +21%
Susquehanna International Group
175
Susquehanna International Group
Pennsylvania
$1.48M 52,361 +3,633 +7%
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