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 %
WANY
251
Wealthspire Advisors (New York)
New York
$690K +$11.2K +303 +2%
CAN
252
Cetera Advisor Networks
California
$687K +$24.3K +656 +4%
BCIM
253
British Columbia Investment Management
British Columbia, Canada
$687K -$75.6K -2,039 -10%
WHRC
254
W.H. Reaves & Co
New Jersey
$678K -$1.29M -34,842 -66%
CIC
255
Carnegie Investment Counsel
Ohio
$660K
Marshall Wace
256
Marshall Wace
United Kingdom
$637K +$637K +17,173 New
RAG
257
RIA Advisory Group
Iowa
$630K +$630K +17,358 New
Public Sector Pension Investment Board (PSP Investments)
258
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$630K +$81.1K +2,188 +15%
US Bancorp
259
US Bancorp
Minnesota
$628K +$5.08K +137 +0.8%
CC
260
Centiva Capital
New York
$626K -$145K -3,915 -19%
PA
261
Profund Advisors
Maryland
$608K -$18.1K -488 -3%
SMDAM
262
Sumitomo Mitsui DS Asset Management
Japan
$590K
MSRPS
263
Maryland State Retirement & Pension System
Maryland
$590K +$590K +15,926 New
EMPI
264
Elo Mutual Pension Insurance
Finland
$589K +$6.3K +170 +1%
TD Asset Management
265
TD Asset Management
Ontario, Canada
$586K +$3.71K +100 +0.6%
Creative Planning
266
Creative Planning
Kansas
$574K +$199K +5,356 +53%
KBC Group
267
KBC Group
Belgium
$554K
MA
268
Mutual Advisors
Nebraska
$551K +$551K +14,862 New
ETC
269
Exchange Traded Concepts
Oklahoma
$550K +$15K +405 +3%
USCWA
270
U.S. Capital Wealth Advisors
Texas
$549K -$51.9K -1,400 -9%
GCM
271
Gibraltar Capital Management
Oklahoma
$549K +$36.9K +996 +7%
GT
272
Greenleaf Trust
Michigan
$544K -$29.8K -805 -5%
NFG
273
Nations Financial Group
Iowa
$531K -$22.6K -609 -4%
Voloridge Investment Management
274
Voloridge Investment Management
Florida
$525K +$525K +14,169 New
Nordea Investment Management
275
Nordea Investment Management
Sweden
$522K +$197K +5,276 +61%