482 hedge funds and large institutions have $4.66B invested in UGI in 2023 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 168 increasing their positions, 165 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
-38
Holders Change %
-7.31%
% of All Funds
7.6%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
65
Increased
168
Reduced
165
Closed
101
Calls
$9.71M
Puts
$9.14M
Net Calls
+$569K
Net Calls Change
-$4.99M
Name Holding Trade Value Shares
Change
Shares
Change %
X
226
Xponance
Pennsylvania
$780K +$16.9K +625 +2%
AG
227
Algert Global
California
$760K +$760K +28,170 New
Wealth Enhancement Advisory Services
228
Wealth Enhancement Advisory Services
Minnesota
$758K +$758K +28,096 New
PP
229
Prudential plc
United Kingdom
$740K -$2.27K -84 -0.3%
CT
230
Coastline Trust
Rhode Island
$717K -$20.9K -775 -3%
Public Sector Pension Investment Board (PSP Investments)
231
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$702K +$64.7K +2,400 +10%
SOADOR
232
State of Alaska Department of Revenue
Alaska
$699K -$78.4K -2,911 -10%
VI
233
Versor Investments
New York
$689K +$689K +25,544 New
PI
234
PEAK6 Investments
Illinois
$684K +$279K +10,358 +69%
VPIM
235
Vanguard Personalized Indexing Management
California
$657K +$310K +11,500 +89%
I
236
InceptionR
California
$648K -$1.4M -52,007 -68%
FHC
237
First Heartland Consultants
Missouri
$644K +$28.7K +1,064 +5%
NGA
238
Naples Global Advisors
Florida
$637K +$21.2K +775 +3%
Public Employees Retirement Association of Colorado
239
Public Employees Retirement Association of Colorado
Colorado
$627K
ATPW
240
Ashton Thomas Private Wealth
Arizona
$622K -$295K -10,951 -32%
NAM
241
Nissay Asset Management
Japan
$621K -$2.27K -84 -0.4%
IA
242
Icon Advisers
Colorado
$620K -$1.76M -65,100 -74%
OAM
243
Ostrum Asset Management
France
$607K +$512 +19 +0.1%
IMCOOI
244
Investment Management Corp of Ontario (IMCO)
Canada
$586K
IIM
245
INTECH Investment Management
Florida
$585K +$238K +8,822 +69%
Marshall Wace
246
Marshall Wace
United Kingdom
$580K +$580K +21,500 New
ACM
247
Argyle Capital Management
Pennsylvania
$569K
Fuller & Thaler Asset Management
248
Fuller & Thaler Asset Management
California
$569K -$4.34K -161 -0.8%
GIBU
249
Gulf International Bank (UK)
United Kingdom
$568K -$174K -6,443 -23%
Mercer Global Advisors
250
Mercer Global Advisors
Colorado
$542K -$18.5K -685 -3%