440 hedge funds and large institutions have $4.3B invested in UGI in 2023 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 142 increasing their positions, 168 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
440
Holders Change
Holders Change %
0%
% of All Funds
6.45%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
65
Increased
142
Reduced
168
Closed
61
Calls
$55.1M
Puts
$34.8M
Net Calls
+$20.3M
Net Calls Change
+$1.58M
Name Holding Trade Value Shares
Change
Shares
Change %
PTC
251
Petrus Trust Company
Texas
$462K +$462K +18,794 New
Balyasny Asset Management
252
Balyasny Asset Management
Illinois
$457K +$40K +1,627 +10%
CGH
253
Crossmark Global Holdings
Texas
$451K -$23.8K -966 -5%
VI
254
Vestcor Inc
New Brunswick, Canada
$451K +$451K +18,319 New
WANY
255
Wealthspire Advisors (New York)
New York
$450K
Wealth Enhancement Advisory Services
256
Wealth Enhancement Advisory Services
Minnesota
$449K -$134K -5,433 -23%
FB
257
Fulton Bank
Pennsylvania
$447K +$15.6K +634 +4%
CAPTRUST Financial Advisors
258
CAPTRUST Financial Advisors
North Carolina
$441K -$14.8K -603 -3%
PMAM
259
Picton Mahoney Asset Management
Ontario, Canada
$437K +$437K +17,766 New
Neuberger Berman Group
260
Neuberger Berman Group
New York
$434K -$136K -5,520 -24%
SAM
261
Securian Asset Management
Minnesota
$434K -$2.46K -100 -0.6%
CIC
262
Carnegie Investment Counsel
Ohio
$434K -$3.84K -156 -0.9%
CT
263
Coastline Trust
Rhode Island
$424K -$119K -4,845 -22%
AWC
264
Abundance Wealth Counselors
Pennsylvania
$418K -$17K -690 -4%
Mercer Global Advisors
265
Mercer Global Advisors
Colorado
$412K +$56.3K +2,288 +16%
CM
266
Capula Management
Cayman Islands
$410K +$410K +16,660 New
CAG
267
Csenge Advisory Group
Florida
$405K +$35.7K +1,450 +10%
MSRPS
268
Maryland State Retirement & Pension System
Maryland
$392K
XT
269
XTX Topco
Cayman Islands
$384K +$38.3K +1,555 +11%
USAA
270
United Services Automobile Association
Texas
$382K +$24.5K +996 +7%
Wolverine Trading
271
Wolverine Trading
Illinois
$366K -$128K -5,204 -26%
Corient Private Wealth
272
Corient Private Wealth
Florida
$358K -$342K -13,912 -49%
GCP
273
GSA Capital Partners
United Kingdom
$346K +$37.9K +1,538 +12%
GT
274
Glenmede Trust
Pennsylvania
$345K -$16.5K -669 -5%
MA
275
Mutual Advisors
Nebraska
$345K -$154K -6,251 -31%