507 hedge funds and large institutions have $7.16B invested in UGI in 2021 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 156 increasing their positions, 175 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
+9
Holders Change %
+1.81%
% of All Funds
8.9%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
54
Increased
156
Reduced
175
Closed
36
Calls
$17.9M
Puts
$5.79M
Net Calls
+$12.1M
Net Calls Change
+$10.1M
Name Holding Trade Value Shares
Change
Shares
Change %
TU
276
TDAM USA
Ontario, Canada
$507K
Marshall Wace
277
Marshall Wace
United Kingdom
$505K +$505K +11,844 New
SCM
278
Shelton Capital Management
Colorado
$496K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
279
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$496K +$496K +11,639 New
GWCM
280
Godshalk Welsh Capital Management
Pennsylvania
$482K -$4.27K -100 -0.9%
SMDAM
281
Sumitomo Mitsui DS Asset Management
Japan
$480K -$5.96K -140 -1%
Mercer Global Advisors
282
Mercer Global Advisors
Colorado
$474K +$128K +3,012 +37%
CAM
283
Costello Asset Management
Pennsylvania
$471K -$25.1K -589 -5%
CAN
284
Cetera Advisor Networks
California
$471K +$59.9K +1,404 +15%
CBN
285
Cadence Bank NA
Texas
$467K
HSA
286
HBK Sorce Advisory
Pennsylvania
$466K -$2.52K -59 -0.5%
Grantham, Mayo, Van Otterloo & Co (GMO)
287
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$456K +$456K +10,703 New
Creative Planning
288
Creative Planning
Kansas
$450K -$27.8K -652 -6%
JCIA
289
Jackson Creek Investment Advisors
Colorado
$449K -$19.7K -463 -4%
WAM
290
World Asset Management
Michigan
$446K -$8.74K -205 -2%
TPW
291
TL Private Wealth
Texas
$444K
IA
292
IFG Advisory
Georgia
$439K +$439K +10,322 New
NIM
293
Needham Investment Management
New York
$426K
GT
294
Greenleaf Trust
Michigan
$421K +$12.3K +288 +3%
V
295
Veritable
Delaware
$417K -$3.92K -92 -0.9%
CAAS
296
Capital Asset Advisory Services
Michigan
$417K +$77.1K +1,797 +23%
Daiwa Securities Group
297
Daiwa Securities Group
Japan
$415K +$25.6K +600 +7%
FPS
298
Fieldpoint Private Securities
Connecticut
$410K +$469 +11 +0.1%
DC
299
Davenport & Co
Virginia
$401K +$69.9K +1,639 +21%
APA
300
American Portfolios Advisors
New York
$401K -$12.2K -287 -3%