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 %
Teacher Retirement System of Texas
276
Teacher Retirement System of Texas
Texas
$427K -$201K -7,476 -32%
ETC
277
Exchange Traded Concepts
Oklahoma
$423K -$14.1K -522 -3%
WIS
278
Wright Investors Service
Connecticut
$418K -$21.9K -811 -5%
FC
279
FORA Capital
Florida
$417K +$157K +5,822 +60%
Allianz Asset Management
280
Allianz Asset Management
Germany
$411K -$48.2K -1,786 -10%
OTL
281
Oak Thistle LLC
New York
$409K +$131K +4,874 +47%
GIA
282
Gateway Investment Advisers
Ohio
$392K -$1.8M -66,842 -82%
TCM
283
Teza Capital Management
Illinois
$383K +$167K +6,205 +78%
LNWWM
284
Laird Norton Wetherby Wealth Management
California
$378K +$43.4K +1,611 +13%
Nordea Investment Management
285
Nordea Investment Management
Sweden
$376K
USAA
286
United Services Automobile Association
Texas
$365K +$14.1K +523 +4%
WJWM
287
Williams Jones Wealth Management
New York
$365K
US Bancorp
288
US Bancorp
Minnesota
$365K +$32.8K +1,216 +10%
BFG
289
Beacon Financial Group
Texas
$358K +$358K +13,344 New
FMWA
290
Forvis Mazars Wealth Advisors
Missouri
$350K +$142K +5,249 +68%
CC
291
Centiva Capital
New York
$348K -$461K -17,081 -57%
KI
292
Kapitalo Investimentos
Brazil
$346K +$346K +12,823 New
QC
293
Quadrature Capital
United Kingdom
$342K +$342K +12,690 New
CIBC Asset Management
294
CIBC Asset Management
Ontario, Canada
$341K -$40.3K -1,494 -11%
AC
295
AXQ Capital
New Jersey
$340K +$125K +4,627 +58%
KCM
296
Kendall Capital Management
Maryland
$338K -$293K -10,863 -46%
BAMF
297
BI Asset Management Fondsmaeglerselskab
Denmark
$338K +$299K +11,099 +777%
Verition Fund Management
298
Verition Fund Management
Connecticut
$338K +$56.2K +2,085 +20%
Daiwa Securities Group
299
Daiwa Securities Group
Japan
$335K
LA
300
LBP AM
France
$326K