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UGI
508 hedge funds and large institutions have $5.59B invested in UGI in 2024 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 183 increasing their positions, 146 reducing their positions, and 48 closing their positions.
New
Increased
Maintained
Reduced
Closed
90% more first-time investments, than exits
New positions opened: 91 | Existing positions closed: 48
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
25% more repeat investments, than reductions
Existing positions increased: 183 | Existing positions reduced: 146
23% more capital invested
Capital invested by funds: $4.55B → $5.59B (+$1.04B)
7.38% more ownership
Funds ownership: 84.45% → 91.83% (+7.4%)
7% more funds holding
Funds holding: 474 → 508 (+34)
43% less call options, than puts
Call options by funds: $47M | Put options by funds: $82.1M
Holders
508
Holders Change
+34
Holders Change %
+7.17%
% of All Funds
6.69%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
91
Increased
183
Reduced
146
Closed
48
Calls
$47M
Puts
$82.1M
Net Calls
-$35.1M
Net Calls Change
-$16.4M
Top Buyers
| 1 |
HAI
Hennessy Advisors Inc
Novato,
California
|
+$58.8M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$54.8M |
| 3 |
CM
Corvex Management
New York
|
+$50.9M |
| 4 |
Pictet Asset Management
Carouge,
Switzerland
|
+$44.4M |
| 5 |
Neuberger Berman Group
New York
|
+$39.7M |
Top Sellers
| 1 |
BlackRock
New York
|
-$54.1M |
| 2 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
-$51.2M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$24.8M |
| 4 |
NIG
NFJ Investment Group
Dallas,
Texas
|
-$24.6M |
| 5 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$18M |
