534 hedge funds and large institutions have $6.28B invested in UGI in 2022 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 200 increasing their positions, 165 reducing their positions, and 94 closing their positions.

Holders
534
Holders Change
-26
Holders Change %
-4.64%
% of All Funds
8.45%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
76
Increased
200
Reduced
165
Closed
94
Calls
$8.61M
Puts
$7.62M
Net Calls
+$989K
Net Calls Change
-$4.54M
Name Market Value Shares Shares
Change
Shares
Change %
BF
251
BOK Financial
Oklahoma
$873K 24,106 +965 +4%
Public Employees Retirement Association of Colorado
252
Public Employees Retirement Association of Colorado
Colorado
$869K 23,982
CGH
253
Crossmark Global Holdings
Texas
$857K 23,664 -4,184 -15%
X
254
Xponance
Pennsylvania
$840K 23,178 -295 -1%
Qube Research & Technologies (QRT)
255
Qube Research & Technologies (QRT)
United Kingdom
$819K 22,600 -162,263 -88%
CPO
256
Cerity Partners OCIO
New York
$813K 22,451 +1,627 +8%
ATPW
257
Ashton Thomas Private Wealth
Arizona
$811K 22,394 +56 +0.3%
VI
258
Versor Investments
New York
$811K 22,400 +22,400 New
Rockefeller Capital Management
259
Rockefeller Capital Management
New York
$792K 21,898 -2,551 -10%
IAN
260
Integrated Advisors Network
Texas
$758K 20,925 +805 +4%
Aberdeen Group
261
Aberdeen Group
United Kingdom
$752K 20,590 -25,584 -55%
BA
262
BCM Advisors
Louisiana
$752K 20,715
ACM
263
Argyle Capital Management
Pennsylvania
$744K 20,550 -2,100 -9%
PA
264
Profund Advisors
Maryland
$742K 20,481 +3,732 +22%
GWM
265
Geneos Wealth Management
Colorado
$727K 20,091 -118 -0.6%
NIM
266
Needham Investment Management
New York
$724K 20,000 +10,000 +100%
Mercer Global Advisors
267
Mercer Global Advisors
Colorado
$723K 19,950 +4,711 +31%
Mariner
268
Mariner
Kansas
$721K 19,906 +9,257 +87%
DLHL
269
Donald L. Hagan LLC
Florida
$710K 19,609 -441 -2%
Fuller & Thaler Asset Management
270
Fuller & Thaler Asset Management
California
$709K 19,585 -4,198 -18%
EIA
271
Edgemoor Investment Advisors
Maryland
$696K 19,216 -260 -1%
SAM
272
Securian Asset Management
Minnesota
$682K 18,825 +173 +0.9%
UIM
273
USS Investment Management
United Kingdom
$674K 18,617 -27,442 -60%
TD Asset Management
274
TD Asset Management
Ontario, Canada
$674K 18,600 -200 -1%
Mirae Asset Global Investments
275
Mirae Asset Global Investments
South Korea
$668K 18,449 +1,641 +10%