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 %
TRCT
276
Tower Research Capital (TRC)
New York
$519K -$138K -3,728 -21%
LA
277
LBP AM
France
$515K +$515K +13,897 New
SIA
278
Schechter Investment Advisors
Michigan
$512K +$23.7K +639 +5%
LNWWM
279
Laird Norton Wetherby Wealth Management
California
$507K -$26.4K -711 -5%
PI
280
PEAK6 Investments
Illinois
$507K -$479K -12,921 -49%
CIBC Asset Management
281
CIBC Asset Management
Ontario, Canada
$506K -$179K -4,816 -26%
MGP
282
Metis Global Partners
California
$506K +$175K +4,731 +53%
Neuberger Berman Group
283
Neuberger Berman Group
New York
$502K -$1.01M -27,210 -67%
WJWM
284
Williams Jones Wealth Management
New York
$501K
AWC
285
Abundance Wealth Counselors
Pennsylvania
$501K +$42.5K +1,145 +9%
IIM
286
INTECH Investment Management
Florida
$490K +$14.3K +386 +3%
MML Investors Services
287
MML Investors Services
Massachusetts
$484K +$13.9K +374 +3%
NA
288
Navellier & Associates
Nevada
$473K +$49.2K +1,328 +12%
V
289
Veritable
Delaware
$452K +$41.6K +1,122 +10%
Walleye Capital
290
Walleye Capital
New York
$449K +$449K +12,100 New
AIC
291
Archer Investment Corporation
Indiana
$445K
Daiwa Securities Group
292
Daiwa Securities Group
Japan
$441K +$18.5K +500 +4%
EIP
293
Epoch Investment Partners
New York
$441K
Millennium Management
294
Millennium Management
New York
$425K -$9.12M -246,224 -96%
SCM
295
Shelton Capital Management
Colorado
$397K -$13.4K -361 -3%
TPW
296
TL Private Wealth
Texas
$397K
MAM
297
MMA Asset Management
Pennsylvania
$397K +$67.7K +1,826 +21%
HWAM
298
Hennion & Walsh Asset Management
New Jersey
$389K -$36.4K -984 -9%
FB
299
Fulton Bank
Pennsylvania
$387K -$23.2K -624 -6%
VPIM
300
Vanguard Personalized Indexing Management
California
$384K -$238K -6,426 -38%