UGI
441 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
more call options, than puts
Call options by funds: $ | Put options by funds: $
more funds holding in top 10
Funds holding in top 10: →
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
7% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 61
0% more funds holding
Funds holding: 441 → 441 (0)
15% less repeat investments, than reductions
Existing positions increased: 142 | Existing positions reduced: 168
Holders
441
Holding in Top 10
4
Calls
$55.1M
Puts
$34.8M
Top Buyers
1 | +$85.9M | |
2 | +$59.6M | |
3 | +$46.5M | |
4 |
ZP
Zimmer Partners
New York
|
+$43.5M |
5 |
SCM
Snyder Capital Management
San Francisco,
California
|
+$23M |
Top Sellers
1 | -$59.4M | |
2 | -$28.4M | |
3 | -$27.7M | |
4 |
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WorldQuant Millennium Advisors
New York
|
-$25.5M |
5 |
Norges Bank
Oslo,
Norway
|
-$22.8M |