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 %
RJFSA
176
Raymond James Financial Services Advisors
Florida
$1.18M +$116K +4,725 +11%
N
177
Numerai
California
$1.17M +$696K +28,306 +147%
EFS
178
Econ Financial Services
Pennsylvania
$1.17M +$344K +13,990 +42%
NMIMC
179
Northwestern Mutual Investment Management Company
Wisconsin
$1.15M +$3.54K +144 +0.3%
AIP
180
Ameritas Investment Partners
Nebraska
$1.14M -$133K -5,410 -10%
COPPSERS
181
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.14M +$93.6K +3,803 +9%
CAM
182
Cresset Asset Management
Illinois
$1.13M -$2.93M -117,490 -72%
Two Sigma Investments
183
Two Sigma Investments
New York
$1.12M +$1.12M +45,646 New
Macquarie Group
184
Macquarie Group
Australia
$1.11M
MCA
185
MSH Capital Advisors
Arizona
$1.09M -$2.66K -108 -0.2%
QCM
186
Quantinno Capital Management
New York
$1.08M +$551K +22,404 +103%
IMRF
187
Illinois Municipal Retirement Fund
Illinois
$1.05M -$1.27M -51,765 -55%
PNC Financial Services Group
188
PNC Financial Services Group
Pennsylvania
$1.05M +$153K +6,231 +17%
NMERB
189
New Mexico Educational Retirement Board
New Mexico
$1.05M
Baird Financial Group
190
Baird Financial Group
Wisconsin
$1.05M +$153K +6,227 +17%
Mariner
191
Mariner
Kansas
$1.04M +$667K +27,104 +178%
Stifel Financial
192
Stifel Financial
Missouri
$1.03M -$4.13M -167,920 -80%
GCM
193
Greenland Capital Management
New York
$1.01M -$3.11M -126,440 -75%
DTL
194
Dynamic Technology Lab
Singapore
$969K -$24.1K -978 -2%
AIM
195
Aigen Investment Management
New York
$964K -$419K -17,046 -30%
WCBA
196
Weaver C. Barksdale & Associates
Tennessee
$956K -$244K -9,931 -20%
Allspring Global Investments
197
Allspring Global Investments
North Carolina
$899K -$11.9M -482,859 -93%
GS
198
GTS Securities
New York
$893K +$221K +8,974 +33%
URS
199
Utah Retirement Systems
Utah
$889K +$4.92K +200 +0.6%
Creative Planning
200
Creative Planning
Kansas
$852K -$106K -4,328 -11%