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UGI
UGI

Overview Fund Activity

470 hedge funds and large institutions have $4.46B invested in UGI in 2024 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 173 increasing their positions, 149 reducing their positions, and 57 closing their positions.

Holders
470
Holders Change
+10
Holders Change %
+2.17%
% of All Funds
6.8%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
69
Increased
173
Reduced
149
Closed
57
Calls
$33.1M
Puts
$51.7M
Net Calls
-$18.7M
Net Calls Change
-$31.8M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$236M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$178M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$127M
4
Charles Schwab
4
Charles Schwab
California
$62.6M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$37.7M

Top Sellers

1
ZP
1
Zimmer Partners
New York
$0
2
First Eagle Investment Management
2
First Eagle Investment Management
New York
$118K
3
Norges Bank
3
Norges Bank
Norway
$0
4
ProShare Advisors
4
ProShare Advisors
Maryland
$33M
5
Millennium Management
5
Millennium Management
New York
$743K
Name Market Value Shares Shares
Change 		Shares
Change %
SSA
201
Schonfeld Strategic Advisors
New York
$798K 31,908 -46,962 -60%
ZIM
202
Zacks Investment Management
Illinois
$790K 31,572 +21,979 +229%
Simplex Trading
203
Simplex Trading
Illinois
$789K 31,555 -14,855 -32%
AI
204
Atria Investments
North Carolina
$787K 31,443 -1,320 -4%
Pacer Advisors
205
Pacer Advisors
Pennsylvania
$783K 31,282 -136 -0.4%
GCM
206
Graham Capital Management
Connecticut
$769K 30,718 -114,540 -79%
QC
207
Quadrature Capital
United Kingdom
$753K 30,091 -78,836 -72%
BA
208
BCM Advisors
Louisiana
$752K 32,225 – –
IRC
209
Investors Research Corp
Georgia
$746K 29,800 +100 +0.3%
Millennium Management
210
Millennium Management
New York
$743K 29,716 -1,066,666 -97%
Pictet Asset Management
211
Pictet Asset Management
Switzerland
$741K 29,599 -3,514 -11%
B
212
Bailard
California
$740K 29,559 +1,700 +6%
Neuberger Berman Group
213
Neuberger Berman Group
New York
$734K 29,354 +400 +1%
AWC
214
Abundance Wealth Counselors
Pennsylvania
$726K 29,009 +29,009 New
BA
215
Bridgewater Associates
Connecticut
$724K 28,934 +14,105 +95%
Mariner
216
Mariner
Kansas
$716K 28,617 -190 -0.7%
NGA
217
Naples Global Advisors
Florida
$695K 27,395 +1,700 +7%
I
218
INVST
Indiana
$687K 27,470 -68 -0.2%
Stifel Financial
219
Stifel Financial
Missouri
$687K 27,461 -1,544 -5%
Wealth Enhancement Advisory Services
220
Wealth Enhancement Advisory Services
Minnesota
$673K 26,889 +3,117 +13%
NRD
221
Nebula Research & Development
New York
$664K 26,525 -24,065 -48%
FNT
222
First National Trust
Pennsylvania
$652K 26,071 – –
GFA
223
Gallagher Fiduciary Advisors
Illinois
$646K 25,837 -2,843 -10%
CB
224
Commerce Bank
Missouri
$645K 25,793 +25,793 New
SA
225
Sanctuary Advisors
Indiana
$623K 21,876 +10,251 +88%
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