507 hedge funds and large institutions have $7.16B invested in UGI in 2021 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 156 increasing their positions, 175 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
+9
Holders Change %
+1.81%
% of All Funds
8.9%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
54
Increased
156
Reduced
175
Closed
36
Calls
$17.9M
Puts
$5.79M
Net Calls
+$12.1M
Net Calls Change
+$10.1M
Name Holding Trade Value Shares
Change
Shares
Change %
B
301
Bailard
California
$395K
BTW
302
Boston Trust Walden
Massachusetts
$394K
KCM
303
Kendall Capital Management
Maryland
$394K +$153K +3,594 +64%
MF
304
Magnetar Financial
Illinois
$382K +$382K +8,954 New
CTA
305
Chesley Taft & Associates
Illinois
$381K -$27.7K -650 -7%
HWAM
306
Hennion & Walsh Asset Management
New Jersey
$380K +$131K +3,066 +52%
CIBC Asset Management
307
CIBC Asset Management
Ontario, Canada
$379K +$31.5K +740 +9%
MWNA
308
Marshall Wace North America
New York
$378K +$378K +8,869 New
WSFS
309
Wilmington Savings Fund Society
Delaware
$375K -$15.7K -368 -4%
Schroder Investment Management Group
310
Schroder Investment Management Group
United Kingdom
$370K
SIA
311
SkyView Investment Advisors
New Jersey
$367K -$59.5K -1,399 -14%
CLOS
312
Compagnie Lombard Odier SCmA
Switzerland
$366K
FB
313
Fulton Bank
Pennsylvania
$357K +$83.4K +1,958 +30%
Nordea Investment Management
314
Nordea Investment Management
Sweden
$353K
WB
315
WesBanco Bank
West Virginia
$353K
CNB
316
Camden National Bank
Maine
$351K -$9.6K -225 -3%
HTC
317
Haverford Trust Company
Pennsylvania
$341K
VVP
318
Venture Visionary Partners
Ohio
$329K
LWAM
319
Legacy Wealth Asset Management
Minnesota
$328K -$162K -3,799 -33%
CFB
320
Cullen/Frost Bankers
Texas
$322K -$12.5K -293 -4%
BNP Paribas Asset Management
321
BNP Paribas Asset Management
France
$320K +$3.71K +87 +1%
GT
322
Glenview Trust
Kentucky
$315K
RC
323
RegentAtlantic Capital
New Jersey
$313K -$10.1K -237 -3%
SIM
324
Sonora Investment Management
Arizona
$312K -$18.8K -440 -6%
VCM
325
Virtue Capital Management
Tennessee
$309K -$4.22K -99 -1%