498 hedge funds and large institutions have $7.86B invested in UGI in 2021 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 168 increasing their positions, 139 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
+4
Holders Change %
+0.81%
% of All Funds
8.69%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
68
Increased
168
Reduced
139
Closed
57
Calls
$6.64M
Puts
$4.7M
Net Calls
+$1.94M
Net Calls Change
+$607K
Name Holding Trade Value Shares
Change
Shares
Change %
LCM
301
Laurion Capital Management
New York
$375K +$375K +8,100 New
HTC
302
Haverford Trust Company
Pennsylvania
$371K -$60.3K -1,300 -14%
CAAS
303
Capital Asset Advisory Services
Michigan
$367K +$367K +7,916 New
CFB
304
Cullen/Frost Bankers
Texas
$364K +$16.4K +354 +5%
William Blair & Company
305
William Blair & Company
Illinois
$362K
DC
306
Davenport & Co
Virginia
$360K
SIM
307
Sonora Investment Management
Arizona
$359K -$1.16K -25 -0.3%
VVP
308
Venture Visionary Partners
Ohio
$358K
RC
309
RegentAtlantic Capital
New Jersey
$351K -$5.1K -110 -1%
QI
310
QS Investors
New York
$348K
BNP Paribas Asset Management
311
BNP Paribas Asset Management
France
$344K +$344K +7,418 New
GT
312
Glenview Trust
Kentucky
$343K
VCM
313
Virtue Capital Management
Tennessee
$341K +$341K +7,353 New
DRZID
314
DePrince Race & Zollo Inc (DRZ)
Florida
$334K -$102K -2,200 -23%
Public Sector Pension Investment Board (PSP Investments)
315
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$333K +$333K +7,199 New
BB
316
Bell Bank
North Dakota
$330K
VPIM
317
Vanguard Personalized Indexing Management
California
$325K +$325K +7,009 New
NAM
318
NorthCoast Asset Management
Connecticut
$322K +$322K +6,956 New
ST
319
Sabal Trust
Florida
$320K
FCBT
320
First Citizens Bank & Trust
North Carolina
$315K -$29.9K -645 -9%
GIA
321
Gladstone Institutional Advisory
Florida
$315K +$315K +6,802 New
QC
322
Quantedge Capital
Singapore
$306K +$306K +6,600 New
AAS
323
Avantax Advisory Services
Texas
$305K -$232 -5 -0.1%
CI
324
Cigna Investments
Connecticut
$302K -$41.6K -900 -12%
GPA
325
Garrison Point Advisors
California
$301K