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 %
SOAMC
276
Spirit of America Management Corp
New York
$344K -$73.8K -3,000 -18%
LWAM
277
Legacy Wealth Asset Management
Minnesota
$343K +$8.76K +356 +3%
FRM
278
Fox Run Management
Connecticut
$322K -$1.38M -55,975 -81%
CL
279
CSS LLC
Illinois
$320K -$2.1M -85,414 -87%
BFG
280
Beacon Financial Group
Texas
$319K -$3.2K -130 -1%
AFCM
281
Applied Finance Capital Management
Puerto Rico
$310K +$12.4K +503 +4%
OC
282
Oppenheimer & Co
New York
$307K -$1.41M -57,163 -82%
LNWWM
283
Laird Norton Wetherby Wealth Management
California
$299K -$66.6K -2,706 -18%
VFG
284
V2 Financial group
Illinois
$298K -$22.6K -918 -7%
HCM
285
Howland Capital Management
Massachusetts
$297K -$87.4K -3,500 -23%
WJWM
286
Williams Jones Wealth Management
New York
$297K -$35.7K -1,450 -11%
PAG
287
Private Advisor Group
New Jersey
$293K +$39K +1,586 +15%
EIP
288
Epoch Investment Partners
New York
$293K
PAM
289
Panagora Asset Management
Massachusetts
$279K -$9.72K -395 -3%
Truist Financial
290
Truist Financial
North Carolina
$275K -$33K -1,342 -11%
VSQM
291
V-Square Quantitative Management
Illinois
$269K +$269K +10,929 New
Walleye Capital
292
Walleye Capital
New York
$268K -$833K -33,856 -76%
JFG
293
Jefferies Financial Group
New York
$268K +$268K +10,907 New
KCM
294
Kendall Capital Management
Maryland
$267K -$17K -690 -6%
MNBTD
295
Moody National Bank Trust Division
Texas
$264K +$24.9K +1,012 +10%
PI
296
Putnam Investments
Massachusetts
$262K +$262K +10,665 New
CPRC
297
Consolidated Portfolio Review Corp
New York
$256K +$256K +10,388 New
Acadian Asset Management
298
Acadian Asset Management
Massachusetts
$253K +$253K +10,345 New
PAS
299
Point72 Asia (Singapore)
Singapore
$251K +$251K +10,210 New
Allianz Asset Management
300
Allianz Asset Management
Germany
$248K +$248K +10,100 New