441 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

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

7% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 61

0% more funds holding

Funds holding: 441441 (0)

15% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 168

Holders
441
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
$55.1M
Puts
$34.8M
Net Calls
Net Calls Change

Top Sellers

1 -$59.4M
2 -$28.4M
3 -$27.7M
4
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
-$25.5M
5
Norges Bank
Norges Bank
Norway
-$22.8M
Name Holding Trade Value Shares
Change
Change in
Stake
176
$1.18M
177
$1.17M
178
$1.17M
179
$1.15M
180
$1.14M
181
$1.14M
182
$1.13M
183
$1.12M
184
$1.11M
185
$1.09M
186
$1.08M
187
$1.05M
188
$1.05M
189
$1.05M
190
$1.05M
191
$1.04M
192
$1.03M
193
$1.01M
194
$969K
195
$964K
196
$956K
197
$899K
198
$893K
199
$889K
200
$852K