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UGI
UGI

Overview Fund Activity

505 hedge funds and large institutions have $5.58B invested in UGI in 2024 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 181 increasing their positions, 146 reducing their positions, and 48 closing their positions.

Holders
505
Holders Change
+35
Holders Change %
+7.45%
% of All Funds
6.73%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
92
Increased
181
Reduced
146
Closed
48
Calls
$47M
Puts
$82.1M
Net Calls
-$35.1M
Net Calls Change
-$16.4M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$103M
2
LF
2
Lansforsakringar Fondforvaltning
Sweden
$84.9M
3
HAI
3
Hennessy Advisors Inc
California
$67.1M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$325M
5
CM
5
Corvex Management
New York
$55.4M

Top Sellers

1
BlackRock
1
BlackRock
New York
$731M
2
Mitsubishi UFJ Trust & Banking
2
Mitsubishi UFJ Trust & Banking
Japan
$89.6M
3
Bank of America
3
Bank of America
North Carolina
$26.3M
4
NIG
4
NFJ Investment Group
Texas
$0
5
DZ Bank
5
DZ Bank
Germany
$20M
Name Market Value Shares Shares
Change 		Shares
Change %
AFCM
201
Applied Finance Capital Management
Puerto Rico
$1.15M 40,560 +3,459 +9%
SSA
202
Schonfeld Strategic Advisors
New York
$1.14M 40,270 +8,362 +26%
GT
203
Glenmede Trust
Pennsylvania
$1.12M 39,789 +17,755 +81%
WIS
204
Wright Investors Service
Connecticut
$1.05M 37,206 +484 +1%
BHCM
205
Brevan Howard Capital Management
Jersey
$1.02M 35,976 +35,976 New
BA
206
BCM Advisors
Louisiana
$1.01M 32,225 – –
MCM
207
Mork Capital Management
California
$1.01M 35,700 +35,700 New
ACM
208
Argyle Capital Management
Pennsylvania
$993K 35,174 +17,400 +98%
Wealth Enhancement Advisory Services
209
Wealth Enhancement Advisory Services
Minnesota
$975K 34,532 +7,643 +28%
JF
210
Jump Financial
Illinois
$964K 34,158 +22,411 +191%
X
211
Xponance
Pennsylvania
$961K 34,038 +11,020 +48%
IC
212
IEQ Capital
California
$958K 33,938 +25,428 +299%
EF
213
Empowered Funds
Pennsylvania
$919K 32,548 -105,049 -76%
Pacer Advisors
214
Pacer Advisors
Pennsylvania
$904K 32,009 +727 +2%
Baird Financial Group
215
Baird Financial Group
Wisconsin
$902K 31,947 -1,022 -3%
Man Group
216
Man Group
United Kingdom
$872K 30,896 -148,139 -83%
YIH
217
Y-Intercept (HK)
Hong Kong
$847K 29,989 -87,040 -74%
QC
218
Quadrature Capital
United Kingdom
$838K 29,648 -443 -1%
IRC
219
Investors Research Corp
Georgia
$836K 29,625 -175 -0.6%
AI
220
Atria Investments
North Carolina
$834K 29,535 -1,908 -6%
AWC
221
Abundance Wealth Counselors
Pennsylvania
$833K 29,514 +505 +2%
Osaic Holdings
222
Osaic Holdings
Arizona
$832K 30,160 +8,477 +39%
AIM
223
Aigen Investment Management
New York
$818K 28,961 +9,592 +50%
OSAM
224
O'Shaughnessy Asset Management
Connecticut
$815K 28,860 +11,567 +67%
GFA
225
Gallagher Fiduciary Advisors
Illinois
$811K 28,728 +2,891 +11%
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