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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 %
Mackenzie Financial
176
Mackenzie Financial
Ontario, Canada
$1.45M 51,392 -122,979 -71%
SOMRS
177
State of Michigan Retirement System
Michigan
$1.44M 50,858 -100 -0.2%
Natixis Advisors
178
Natixis Advisors
Massachusetts
$1.41M 49,830 +9,549 +24%
WC
179
Waterloo Capital
Texas
$1.41M 49,787 +49,787 New
AIMCA
180
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.4M 49,600 – –
Mariner
181
Mariner
Kansas
$1.36M 48,273 +19,656 +69%
NMIMC
182
Northwestern Mutual Investment Management Company
Wisconsin
$1.35M 47,714 +82 +0.2%
COPPSERS
183
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.34M 47,415 +90 +0.2%
QCM
184
Qsemble Capital Management
New York
$1.34M 47,358 +47,358 New
ICA
185
Infrastructure Capital Advisors
New York
$1.33M 47,100 -635,756 -93%
CW
186
Code Waechter
Florida
$1.32M 46,927 +181 +0.4%
FNT
187
First National Trust
Pennsylvania
$1.31M 46,471 +20,400 +78%
Pathstone Holdings
188
Pathstone Holdings
New Jersey
$1.28M 45,384 -1,095 -2%
Canada Pension Plan Investment Board
189
Canada Pension Plan Investment Board
Ontario, Canada
$1.28M 45,384 – –
JCM
190
Jacobi Capital Management
Pennsylvania
$1.28M 45,327 +259 +0.6%
Macquarie Group
191
Macquarie Group
Australia
$1.28M 45,200 – –
VPIM
192
Vanguard Personalized Indexing Management
California
$1.27M 45,098 +2,540 +6%
WI
193
WBI Investments
New Jersey
$1.26M 44,747 -31,008 -41%
XT
194
XTX Topco
Cayman Islands
$1.25M 44,135 +44,135 New
CAG
195
Csenge Advisory Group
Florida
$1.24M 44,027 +20,865 +90%
OPERF
196
Oregon Public Employees Retirement Fund
Oregon
$1.23M 43,672 +200 +0.5%
AIP
197
Ameritas Investment Partners
Nebraska
$1.21M 43,001 -1,045 -2%
NMERB
198
New Mexico Educational Retirement Board
New Mexico
$1.21M 42,800 – –
ASN
199
Advisory Services Network
Georgia
$1.2M 42,409 -165 -0.4%
Deutsche Bank
200
Deutsche Bank
Germany
$1.19M 42,284 -351,226 -89%
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