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 %
CAPTRUST Financial Advisors
251
CAPTRUST Financial Advisors
North Carolina
$426K -$707K -30,760 -62%
Mitsubishi UFJ Asset Management
252
Mitsubishi UFJ Asset Management
Japan
$423K -$1.81M -78,840 -81%
WANY
253
Wealthspire Advisors (New York)
New York
$421K
QCM
254
Qsemble Capital Management
New York
$421K +$421K +18,300 New
CGH
255
Crossmark Global Holdings
Texas
$420K -$1.57K -72 -0.4%
CIC
256
Carnegie Investment Counsel
Ohio
$409K
US Bancorp
257
US Bancorp
Minnesota
$409K +$98.3K +4,273 +32%
SAM
258
Securian Asset Management
Minnesota
$408K -$20.8K -905 -5%
AWC
259
Abundance Wealth Counselors
Pennsylvania
$407K +$407K +17,680 New
JGC
260
J. Goldman & Co
New York
$405K +$405K +17,625 New
Pacer Advisors
261
Pacer Advisors
Pennsylvania
$404K -$602K -26,155 -60%
FB
262
Fulton Bank
Pennsylvania
$403K +$129K +5,601 +47%
SOAMC
263
Spirit of America Management Corp
New York
$391K -$717K -31,172 -65%
Balyasny Asset Management
264
Balyasny Asset Management
Illinois
$390K -$3.25M -141,278 -89%
OAM
265
Occidental Asset Management
California
$386K +$386K +16,763 New
Teacher Retirement System of Texas
266
Teacher Retirement System of Texas
Texas
$373K +$8.26K +359 +2%
MSRPS
267
Maryland State Retirement & Pension System
Maryland
$366K
IFU
268
iSAM Funds (UK)
United Kingdom
$366K +$366K +15,895 New
EP
269
Edgestream Partners
New Jersey
$365K +$365K +15,876 New
HCM
270
Howland Capital Management
Massachusetts
$360K -$2.97M -126,896 -89%
CC
271
Cipher Capital
New York
$359K -$818K -35,551 -70%
HF
272
HRT Financial
New York
$357K -$467K -20,312 -57%
Mariner
273
Mariner
Kansas
$351K -$367K -15,976 -51%
CAG
274
Csenge Advisory Group
Florida
$345K +$345K +15,006 New
LNWWM
275
Laird Norton Wetherby Wealth Management
California
$342K +$19.7K +855 +6%