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 %
GT
276
Glenmede Trust
Pennsylvania
$338K -$737K -32,030 -69%
GIA
277
Gateway Investment Advisers
Ohio
$334K
USAA
278
United Services Automobile Association
Texas
$334K +$22.6K +983 +7%
Mercer Global Advisors
279
Mercer Global Advisors
Colorado
$332K -$129K -5,633 -28%
BFG
280
Beacon Financial Group
Texas
$330K -$5.69K -226 -2%
XT
281
XTX Topco
Cayman Islands
$324K +$76.9K +3,343 +31%
B
282
Bailard
California
$323K +$323K +14,059 New
LCS
283
Levin Capital Strategies
New York
$322K +$322K +14,000 New
LWAM
284
Legacy Wealth Asset Management
Minnesota
$313K +$44.4K +1,929 +17%
WJWM
285
Williams Jones Wealth Management
New York
$311K
Nomura Asset Management
286
Nomura Asset Management
Japan
$310K -$1.27M -55,307 -80%
MML Investors Services
287
MML Investors Services
Massachusetts
$308K +$42.9K +1,864 +16%
WIS
288
Wright Investors Service
Connecticut
$306K -$50.3K -2,188 -14%
VFG
289
V2 Financial group
Illinois
$300K +$87.5K +3,803 +41%
Truist Financial
290
Truist Financial
North Carolina
$288K -$783K -34,055 -73%
GCP
291
GSA Capital Partners
United Kingdom
$288K +$14.4K +625 +5%
AAS
292
Avantax Advisory Services
Texas
$278K +$4.07K +177 +1%
AFCM
293
Applied Finance Capital Management
Puerto Rico
$278K +$78K +3,393 +39%
PIA
294
Pinion Investment Advisors
Kansas
$274K +$24.2K +1,052 +10%
EIP
295
Epoch Investment Partners
New York
$274K
Carson Wealth (CWM LLC)
296
Carson Wealth (CWM LLC)
Nebraska
$270K +$62.8K +2,731 +30%
PAM
297
Panagora Asset Management
Massachusetts
$270K -$775K -33,709 -74%
I
298
InceptionR
California
$268K -$284K -12,361 -51%
KCM
299
Kendall Capital Management
Maryland
$265K -$22.7K -990 -8%
Vontobel Holding
300
Vontobel Holding
Switzerland
$260K -$166K -7,211 -39%