482 hedge funds and large institutions have $4.66B invested in UGI in 2023 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 168 increasing their positions, 165 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
-38
Holders Change %
-7.31%
% of All Funds
7.6%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
65
Increased
168
Reduced
165
Closed
101
Calls
$9.71M
Puts
$9.14M
Net Calls
+$569K
Net Calls Change
-$4.99M
Name Holding Trade Value Shares
Change
Shares
Change %
CL
301
CSS LLC
Illinois
$324K -$53.9K -2,000 -14%
FB
302
Fulton Bank
Pennsylvania
$322K +$16.7K +619 +5%
AAS
303
Avantax Advisory Services
Texas
$322K +$73.4K +2,721 +30%
EIP
304
Epoch Investment Partners
New York
$321K
GCP
305
GSA Capital Partners
United Kingdom
$320K +$320K +11,883 New
BCM
306
Bayesian Capital Management
New York
$319K -$445K -16,487 -58%
HWAM
307
Hennion & Walsh Asset Management
New Jersey
$318K +$15.5K +574 +5%
WBC
308
Westpac Banking Corp
Australia
$315K -$6.21M -230,235 -95%
LWAM
309
Legacy Wealth Asset Management
Minnesota
$315K +$7.07K +262 +2%
MML Investors Services
310
MML Investors Services
Massachusetts
$311K -$27.5K -1,018 -8%
TC
311
Trilogy Capital
California
$308K +$74K +2,791 +32%
VI
312
Vestcor Inc
New Brunswick, Canada
$304K +$171K +6,335 +128%
SIA
313
Schechter Investment Advisors
Michigan
$304K -$66.2K -2,456 -18%
PIA
314
Pinion Investment Advisors
Kansas
$293K +$3.13K +116 +1%
PAG
315
Private Advisor Group
New Jersey
$291K -$198K -7,347 -40%
PTC
316
Petrus Trust Company
Texas
$289K +$289K +10,731 New
XT
317
XTX Topco
Cayman Islands
$289K +$289K +10,725 New
DADC
318
D.A. Davidson & Co
Montana
$288K -$50.9K -1,888 -15%
HSA
319
HBK Sorce Advisory
Pennsylvania
$281K -$18.7K -693 -6%
UH
320
Unigestion Holding
Switzerland
$280K -$27.4K -1,019 -9%
SCM
321
Shelton Capital Management
Colorado
$279K -$10.5K -390 -4%
RWA
322
River Wealth Advisors
Pennsylvania
$271K +$271K +10,038 New
NIM
323
Needham Investment Management
New York
$270K
V
324
Veritable
Delaware
$267K -$63.7K -2,362 -19%
HTC
325
Haverford Trust Company
Pennsylvania
$261K +$1.03K +38 +0.4%