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462 hedge funds and large institutions have $4.19B invested in UGI in 2024 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 171 increasing their positions, 130 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $37.5M | Put options by funds: $24.4M

42% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 55

32% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 130

4.4% more ownership

Funds ownership: 82.82%87.22% (+4.4%)

4% more funds holding

Funds holding: 445462 (+17)

2% less capital invested

Capital invested by funds: $4.26B → $4.19B (-$67.2M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
462
Holders Change
+17
Holders Change %
+3.82%
% of All Funds
6.67%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
78
Increased
171
Reduced
130
Closed
55
Calls
$37.5M
Puts
$24.4M
Net Calls
+$13.1M
Net Calls Change
-$807K
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
176
ARGA Investment Management
Connecticut
$1.22M +$98.1K +4,051 +8%
NRD
177
Nebula Research & Development
New York
$1.16M +$250K +10,323 +26%
SOMRS
178
State of Michigan Retirement System
Michigan
$1.16M -$24.2K -1,000 -2%
AIMCA
179
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.14M -$58.1K -2,400 -5%
AIM
180
Aigen Investment Management
New York
$1.12M +$1.18M +48,842 New
SC
181
Sasco Capital
Connecticut
$1.11M
Zurich Cantonal Bank
182
Zurich Cantonal Bank
Switzerland
$1.11M -$369K -15,239 -24%
SM
183
Sciencast Management
New Jersey
$1.1M +$1.16M +48,018 New
NMIMC
184
Northwestern Mutual Investment Management Company
Wisconsin
$1.07M +$1.11K +46 +0.1%
COPPSERS
185
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.06M +$2.59K +107 +0.2%
CIC
186
Cornercap Investment Counsel
Georgia
$1.06M +$506K +20,896 +82%
Simplex Trading
187
Simplex Trading
Illinois
$1.06M +$595K +24,567 +112%
Canada Pension Plan Investment Board
188
Canada Pension Plan Investment Board
Ontario, Canada
$1.04M
RJFSA
189
Raymond James Financial Services Advisors
Florida
$1.04M +$135K +5,580 +14%
Macquarie Group
190
Macquarie Group
Australia
$1.03M
AIP
191
Ameritas Investment Partners
Nebraska
$1.02M -$40.9K -1,688 -4%
OPERF
192
Oregon Public Employees Retirement Fund
Oregon
$998K -$197K -8,150 -16%
NMERB
193
New Mexico Educational Retirement Board
New Mexico
$980K
IG
194
ING Group
Netherlands
$978K
Creative Planning
195
Creative Planning
Kansas
$975K -$48.1K -1,986 -4%
ASN
196
Advisory Services Network
Georgia
$975K -$270K -11,154 -21%
JCM
197
Jacobi Capital Management
Pennsylvania
$975K +$17.3K +714 +2%
Pathstone Holdings
198
Pathstone Holdings
New Jersey
$974K -$250K -10,300 -20%
MCA
199
MSH Capital Advisors
Arizona
$958K +$22.9K +944 +2%
Cetera Investment Advisers
200
Cetera Investment Advisers
Illinois
$943K +$166K +6,850 +20%