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UGI
UGI

Overview Fund Activity

460 hedge funds and large institutions have $4.2B invested in UGI in 2024 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 172 increasing their positions, 130 reducing their positions, and 54 closing their positions.

Holders
460
Holders Change
+17
Holders Change %
+3.84%
% of All Funds
6.69%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
77
Increased
172
Reduced
130
Closed
54
Calls
$37.5M
Puts
$24.4M
Net Calls
+$13.1M
Net Calls Change
-$807K

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$123M
2
ZP
2
Zimmer Partners
New York
$122M
3
JAM
3
Jupiter Asset Management
United Kingdom
$53.4M
4
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$43.5M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$152M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$6.27M
2
BlackRock
2
BlackRock
New York
$633M
3
First Eagle Investment Management
3
First Eagle Investment Management
New York
$74.8M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$0
5
BGIM
5
Brandywine Global Investment Management
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Cetera Investment Advisers
201
Cetera Investment Advisers
Illinois
$943K 41,158 +6,850 +20%
Lido Advisors
202
Lido Advisors
California
$936K 40,203 +12,193 +44%
TI
203
Tidal Investments
Wisconsin
$922K 40,257 +40,257 New
IIM
204
INTECH Investment Management
Florida
$885K 38,660 +38,660 New
EFS
205
Econ Financial Services
Pennsylvania
$882K 38,498 +11,487 +43%
WIS
206
Wright Investors Service
Connecticut
$857K 37,438 +37,438 New
Bank of Montreal
207
Bank of Montreal
Ontario, Canada
$843K 36,790 -28,733 -44%
VPIM
208
Vanguard Personalized Indexing Management
California
$835K 36,489 -2,111 -5%
Baird Financial Group
209
Baird Financial Group
Wisconsin
$823K 35,936 -2,856 -7%
BA
210
BCM Advisors
Louisiana
$803K 32,225 – –
Pictet Asset Management
211
Pictet Asset Management
Switzerland
$758K 33,113 +927 +3%
CM
212
Capula Management
Cayman Islands
$752K 32,827 +32,827 New
AI
213
Atria Investments
North Carolina
$750K 32,763 +32,763 New
Pacer Advisors
214
Pacer Advisors
Pennsylvania
$719K 31,418 +201 +0.6%
Mercer Global Advisors
215
Mercer Global Advisors
Colorado
$708K 19,157 +2,573 +16%
IRC
216
Investors Research Corp
Georgia
$680K 29,700 – –
Natixis Advisors
217
Natixis Advisors
Massachusetts
$670K 29,241 -5,116 -15%
Stifel Financial
218
Stifel Financial
Missouri
$664K 29,005 -1,663 -5%
Neuberger Berman Group
219
Neuberger Berman Group
New York
$663K 28,954 +13,895 +92%
KWM
220
Kingsview Wealth Management
Oregon
$661K 28,874 +28,874 New
Mariner
221
Mariner
Kansas
$660K 28,807 -265 -0.9%
WorldQuant Millennium Advisors
222
WorldQuant Millennium Advisors
New York
$659K 28,787 +28,787 New
GFA
223
Gallagher Fiduciary Advisors
Illinois
$657K 28,680 +28,680 New
AM
224
AGF Management
Ontario, Canada
$638K 27,864 +27,864 New
B
225
Bailard
California
$638K 27,859 +1,700 +6%
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