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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
Lido Advisors
201
Lido Advisors
California
$936K +$295K +12,193 +44%
TI
202
Tidal Investments
Wisconsin
$922K +$975K +40,257 New
IIM
203
INTECH Investment Management
Florida
$885K +$937K +38,660 New
EFS
204
Econ Financial Services
Pennsylvania
$882K +$278K +11,487 +43%
WIS
205
Wright Investors Service
Connecticut
$857K +$907K +37,438 New
Bank of Montreal
206
Bank of Montreal
Ontario, Canada
$843K -$696K -28,733 -44%
VPIM
207
Vanguard Personalized Indexing Management
California
$835K -$51.1K -2,111 -5%
Baird Financial Group
208
Baird Financial Group
Wisconsin
$823K -$69.2K -2,856 -7%
BA
209
BCM Advisors
Louisiana
$803K
Pictet Asset Management
210
Pictet Asset Management
Switzerland
$758K +$22.5K +927 +3%
CM
211
Capula Management
Cayman Islands
$752K +$795K +32,827 New
AI
212
Atria Investments
North Carolina
$750K +$794K +32,763 New
Pacer Advisors
213
Pacer Advisors
Pennsylvania
$719K +$4.87K +201 +0.6%
Mercer Global Advisors
214
Mercer Global Advisors
Colorado
$708K +$62.3K +2,573 +16%
IRC
215
Investors Research Corp
Georgia
$680K
Natixis Advisors
216
Natixis Advisors
Massachusetts
$670K -$124K -5,116 -15%
Stifel Financial
217
Stifel Financial
Missouri
$664K -$40.3K -1,663 -5%
Neuberger Berman Group
218
Neuberger Berman Group
New York
$663K +$337K +13,895 +92%
KWM
219
Kingsview Wealth Management
Oregon
$661K +$700K +28,874 New
Mariner
220
Mariner
Kansas
$660K -$6.42K -265 -0.9%
WorldQuant Millennium Advisors
221
WorldQuant Millennium Advisors
New York
$659K +$697K +28,787 New
GFA
222
Gallagher Fiduciary Advisors
Illinois
$657K +$695K +28,680 New
AM
223
AGF Management
Ontario, Canada
$638K +$675K +27,864 New
B
224
Bailard
California
$638K +$41.2K +1,700 +6%
I
225
INVST
Indiana
$626K -$20.5K -847 -3%