506 hedge funds and large institutions have $5.58B invested in UGI in 2024 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 182 increasing their positions, 146 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

7.38% more ownership

Funds ownership: 84.44%91.82% (+7.4%)

7% more funds holding

Funds holding: 472506 (+34)

43% less call options, than puts

Call options by funds: $47M | Put options by funds: $82.1M

Holders
506
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$47M
Puts
$82.1M
Net Calls
Net Calls Change

Top Buyers

1 +$63.9M
2 +$59.6M
3 +$55.4M
4
Pictet Asset Management
Pictet Asset Management
Switzerland
+$48.3M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$43.2M

Top Sellers

1 -$58.8M
2 -$55.7M
3 -$26.9M
4
NIG
NFJ Investment Group
Texas
-$24.6M
5
DZ Bank
DZ Bank
Germany
-$19.6M
Name Holding Trade Value Shares
Change
Change in
Stake
151
$2.23M
152
$2.22M
153
$2.21M
154
$2.17M
155
$2.16M
156
$2.15M
157
$2.14M
158
$2.03M
159
$1.99M
160
$1.97M
161
$1.94M
162
$1.88M
163
$1.81M
164
$1.81M
165
$1.76M
166
$1.73M
167
$1.73M
168
$1.69M
169
$1.69M
170
$1.68M
171
$1.64M
172
$1.57M
173
$1.51M
174
$1.5M
175
$1.48M