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 %
EFH
201
Eaton Financial Holdings
Florida
$837K +$114K +4,624 +16%
BBL
202
Beck Bode LLC
Massachusetts
$837K +$114K +4,624 +16%
NGA
203
Naples Global Advisors
Florida
$833K +$86.1K +3,450 +12%
PMEF
204
Point72 Middle East FZE
United Arab Emirates
$816K -$1.41M -57,294 -63%
GCM
205
Gibraltar Capital Management
Oklahoma
$799K +$324K +13,164 +68%
SEC
206
Seven Eight Capital
New York
$798K +$798K +32,423 New
JCM
207
Jacobi Capital Management
Pennsylvania
$796K -$16.7K -678 -2%
Pacer Advisors
208
Pacer Advisors
Pennsylvania
$775K +$343K +13,944 +79%
OAM
209
Oppenheimer Asset Management
New York
$773K -$455K -18,512 -37%
SM
210
Sciencast Management
New Jersey
$770K +$770K +31,282 New
Pictet Asset Management
211
Pictet Asset Management
Switzerland
$767K
CCIA
212
Campbell & Co Investment Adviser
Maryland
$729K -$196K -7,982 -21%
BA
213
BCM Advisors
Louisiana
$724K
Teacher Retirement System of Texas
214
Teacher Retirement System of Texas
Texas
$722K +$324K +13,162 +81%
Walleye Trading
215
Walleye Trading
New York
$703K +$703K +28,592 New
SSA
216
Schonfeld Strategic Advisors
New York
$699K -$2.71M -109,992 -79%
VIP
217
Vista Investment Partners
Oklahoma
$698K +$698K +28,361 New
X
218
Xponance
Pennsylvania
$697K +$4.08K +166 +0.6%
State of Tennessee, Department of Treasury
219
State of Tennessee, Department of Treasury
Tennessee
$696K +$696K +28,297 New
Fuller & Thaler Asset Management
220
Fuller & Thaler Asset Management
California
$688K +$156K +6,360 +29%
ECM
221
ExodusPoint Capital Management
New York
$687K +$96.8K +3,937 +16%
American Century Companies
222
American Century Companies
Missouri
$671K -$7.18K -292 -1%
IRC
223
Investors Research Corp
Georgia
$647K -$118K -4,800 -15%
B
224
Bailard
California
$644K +$298K +12,100 +86%
SAM
225
Shell Asset Management
Netherlands
$633K -$163K -6,620 -20%