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 %
MGP
251
Metis Global Partners
California
$529K +$92.1K +3,415 +21%
GCM
252
Gibraltar Capital Management
Oklahoma
$519K +$3.48K +129 +0.7%
AIC
253
Archer Investment Corporation
Indiana
$519K +$131K +4,866 +34%
CGH
254
Crossmark Global Holdings
Texas
$518K -$12.3K -459 -2%
Creative Planning
255
Creative Planning
Kansas
$505K +$79.2K +2,938 +19%
BNP Paribas Asset Management
256
BNP Paribas Asset Management
France
$504K -$60.2K -2,231 -11%
SAM
257
Securian Asset Management
Minnesota
$503K -$11.8K -438 -2%
Vontobel Holding
258
Vontobel Holding
Switzerland
$500K +$205K +7,589 +69%
BCIM
259
British Columbia Investment Management
British Columbia, Canada
$499K
PFO
260
Pathstone Family Office
New Jersey
$496K -$172K -6,276 -26%
WANY
261
Wealthspire Advisors (New York)
New York
$494K
BPC
262
Banque Pictet & Cie
Switzerland
$488K -$1.48M -54,966 -75%
CIC
263
Carnegie Investment Counsel
Ohio
$480K
TD Asset Management
264
TD Asset Management
Ontario, Canada
$478K +$54.2K +2,008 +13%
CAN
265
Cetera Advisor Networks
California
$476K -$24.4K -904 -5%
Assenagon Asset Management
266
Assenagon Asset Management
Luxembourg
$476K -$5.85M -216,818 -92%
Natixis Advisors
267
Natixis Advisors
Massachusetts
$470K -$792K -29,413 -63%
EMPI
268
Elo Mutual Pension Insurance
Finland
$466K +$12.4K +459 +3%
Janus Henderson Group
269
Janus Henderson Group
United Kingdom
$463K -$80.8K -2,998 -15%
BMCM
270
Burns Matteson Capital Management
New York
$454K +$42.7K +1,583 +10%
BCA
271
Bay Colony Advisors
Massachusetts
$447K +$238K +8,813 +114%
MA
272
Mutual Advisors
Nebraska
$433K +$39.6K +1,469 +10%
VF
273
Virtu Financial
New York
$432K +$111K +4,115 +35%
SMDAM
274
Sumitomo Mitsui DS Asset Management
Japan
$430K
MSRPS
275
Maryland State Retirement & Pension System
Maryland
$430K