536 hedge funds and large institutions have $6.49B invested in UGI in 2022 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 186 increasing their positions, 172 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
536
Holders Change
+29
Holders Change %
+5.72%
% of All Funds
8.65%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
85
Increased
186
Reduced
172
Closed
48
Calls
$14.6M
Puts
$2.03M
Net Calls
+$12.6M
Net Calls Change
+$5.88M
Name Holding Trade Value Shares
Change
Shares
Change %
RCAG
226
Rehmann Capital Advisory Group
Michigan
$970K -$64K -1,727 -6%
KCM
227
Kendall Capital Management
Maryland
$960K +$85.9K +2,319 +10%
AM
228
AGF Management
Ontario, Canada
$921K +$921K +24,852 New
LAM
229
Lifestyle Asset Management
Texas
$887K +$887K +23,916 New
PFO
230
Pathstone Family Office
New Jersey
$886K +$648K +21,269 +272%
NAM
231
Nissay Asset Management
Japan
$885K -$49.9K -1,346 -5%
BF
232
BOK Financial
Oklahoma
$883K -$4.6K -124 -0.5%
1832 Asset Management
233
1832 Asset Management
Ontario, Canada
$875K -$154K -4,157 -15%
Public Employees Retirement Association of Colorado
234
Public Employees Retirement Association of Colorado
Colorado
$862K
Teacher Retirement System of Texas
235
Teacher Retirement System of Texas
Texas
$857K -$258K -6,973 -23%
USAA
236
United Services Automobile Association
Texas
$856K
DLHL
237
Donald L. Hagan LLC
Florida
$853K +$108K +2,915 +14%
HSA
238
HBK Sorce Advisory
Pennsylvania
$811K +$811K +21,892 New
MAM
239
Martingale Asset Management
Massachusetts
$808K -$2.77M -74,606 -77%
IMCOOI
240
Investment Management Corp of Ontario (IMCO)
Canada
$806K +$806K +21,744 New
NGA
241
Naples Global Advisors
Florida
$797K +$58.9K +1,575 +8%
OAM
242
Oppenheimer Asset Management
New York
$793K -$219K -5,901 -22%
FHC
243
First Heartland Consultants
Missouri
$785K +$541K +14,597 +222%
ACM
244
Argyle Capital Management
Pennsylvania
$783K -$12.5K -338 -2%
Janus Henderson Group
245
Janus Henderson Group
United Kingdom
$748K -$1.3M -35,119 -64%
BNP Paribas Asset Management
246
BNP Paribas Asset Management
France
$745K +$70K +1,887 +10%
CGH
247
Crossmark Global Holdings
Texas
$733K -$13.6K -367 -2%
NMIMC
248
Northwestern Mutual Investment Management Company
Wisconsin
$718K -$403K -10,863 -36%
SAM
249
Securian Asset Management
Minnesota
$713K +$7.3K +197 +1%
JWM
250
Jeppson Wealth Management
California
$705K +$406K +10,949 +135%