440 hedge funds and large institutions have $3.95B invested in UGI in 2023 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 151 increasing their positions, 155 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
440
Holders Change
-42
Holders Change %
-8.71%
% of All Funds
7.02%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
60
Increased
151
Reduced
155
Closed
96
Calls
$50.5M
Puts
$31.7M
Net Calls
+$18.8M
Net Calls Change
+$18.2M
Name Holding Trade Value Shares
Change
Shares
Change %
American Century Companies
226
American Century Companies
Missouri
$634K -$973K -42,322 -61%
GS
227
GTS Securities
New York
$628K +$628K +27,326 New
EIP
228
Ellis Investment Partners
Pennsylvania
$587K -$309K -13,429 -34%
SOADOR
229
State of Alaska Department of Revenue
Alaska
$572K -$24.1K -1,050 -4%
AM
230
AGF Management
Ontario, Canada
$561K +$561K +24,400 New
ECM
231
ExodusPoint Capital Management
New York
$552K -$3.32M -144,564 -86%
Wealth Enhancement Advisory Services
232
Wealth Enhancement Advisory Services
Minnesota
$545K -$102K -4,416 -16%
Public Employees Retirement Association of Colorado
233
Public Employees Retirement Association of Colorado
Colorado
$535K
Neuberger Berman Group
234
Neuberger Berman Group
New York
$533K +$533K +23,179 New
IA
235
Icon Advisers
Colorado
$529K
CT
236
Coastline Trust
Rhode Island
$508K -$104K -4,500 -17%
BCA
237
Bay Colony Advisors
Massachusetts
$502K +$121K +5,266 +32%
QCM
238
Quantinno Capital Management
New York
$498K +$498K +21,664 New
Fuller & Thaler Asset Management
239
Fuller & Thaler Asset Management
California
$497K +$12.1K +526 +2%
BAMF
240
BI Asset Management Fondsmaeglerselskab
Denmark
$489K +$201K +8,735 +70%
LP
241
LMR Partners
United Kingdom
$482K +$482K +20,956 New
ACM
242
Argyle Capital Management
Pennsylvania
$478K -$7.77K -338 -2%
MA
243
Mutual Advisors
Nebraska
$466K +$97K +4,216 +26%
Wolverine Trading
244
Wolverine Trading
Illinois
$462K +$462K +20,092 New
CAN
245
Cetera Advisor Networks
California
$461K +$55K +2,390 +14%
NIM
246
Needham Investment Management
New York
$460K +$230K +10,000 +100%
ESCM
247
Echo Street Capital Management
New York
$449K -$332K -14,443 -43%
GCM
248
Gibraltar Capital Management
Oklahoma
$444K +$1.29K +56 +0.3%
AIC
249
Archer Investment Corporation
Indiana
$443K
N
250
Numerai
California
$442K +$442K +19,228 New