536 hedge funds and large institutions have $6.49B invested in UGI in 2022 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 186 increasing their positions, 172 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
536
Holders Change
+29
Holders Change %
+5.72%
% of All Funds
8.65%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
85
Increased
186
Reduced
172
Closed
48
Calls
$14.6M
Puts
$2.03M
Net Calls
+$12.6M
Net Calls Change
+$5.88M
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
301
Belpointe Asset Management
Nevada
$383K +$383K +10,335 New
Vontobel Holding
302
Vontobel Holding
Switzerland
$373K +$47.9K +1,292 +15%
NIM
303
Needham Investment Management
New York
$371K
CL
304
CSS LLC
Illinois
$371K +$371K +10,000 New
SPIA
305
Steward Partners Investment Advisory
New York
$370K -$1K -27 -0.3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
306
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$364K -$1.38M -37,151 -79%
JFGIW
307
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$363K -$63.8K -1,722 -15%
Jane Street
308
Jane Street
New York
$360K -$1.64M -44,299 -82%
HTC
309
Haverford Trust Company
Pennsylvania
$358K
CDH
310
Charles D. Hyman
$356K
BWA
311
BDO Wealth Advisors
Florida
$355K +$57K +1,537 +19%
CWA
312
Centennial Wealth Advisory
Michigan
$355K +$46.3K +1,248 +15%
EGM
313
Engineers Gate Manager
New York
$348K +$348K +9,390 New
Squarepoint
314
Squarepoint
New York
$339K +$339K +9,132 New
LA
315
Lindenwold Advisors
Pennsylvania
$338K +$12.9K +347 +4%
CB
316
Cadence Bank
Mississippi
$331K
BCV
317
Banque Cantonale Vaudoise
Switzerland
$330K
AA
318
Ancora Advisors
Ohio
$328K -$30.6K -825 -9%
BL
319
Balentine LLC
Georgia
$324K +$324K +8,753 New
Cetera Investment Advisers
320
Cetera Investment Advisers
Illinois
$317K +$27.5K +743 +10%
PTC
321
Petrus Trust Company
Texas
$315K +$315K +8,500 New
Fuller & Thaler Asset Management
322
Fuller & Thaler Asset Management
California
$315K -$108K -2,922 -26%
GAM
323
Grandview Asset Management
Pennsylvania
$314K -$87.4K -2,359 -22%
C
324
Covestor
United Kingdom
$313K +$37.2K +1,006 +14%
CTA
325
Chesley Taft & Associates
Illinois
$307K