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
201
$837K
202
$837K
203
$833K
204
$816K
205
$799K
206
$798K
207
$796K
208
$775K
209
$773K
210
$770K
211
$767K
212
$729K
213
$724K
214
$722K
215
$703K
216
$699K
217
$698K
218
$697K
219
$696K
220
$688K
221
$687K
222
$671K
223
$647K
224
$644K
225
$633K