440 hedge funds and large institutions have $3.95B invested in UGI in 2023 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 151 increasing their positions, 155 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
440
Holders Change
-42
Holders Change %
-8.71%
% of All Funds
7.02%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
60
Increased
151
Reduced
155
Closed
96
Calls
$50.5M
Puts
$31.7M
Net Calls
+$18.8M
Net Calls Change
+$18.2M
Name Holding Trade Value Shares
Change
Shares
Change %
S
301
SignatureFD
Georgia
$258K +$168K +7,306 +186%
Los Angeles Capital Management
302
Los Angeles Capital Management
California
$257K -$5.96M -259,122 -96%
TC
303
Trilogy Capital
California
$245K -$21.6K -940 -8%
SCM
304
Shelton Capital Management
Colorado
$238K
PAG
305
Private Advisor Group
New Jersey
$238K -$11.1K -481 -4%
BCM
306
Bayesian Capital Management
New York
$237K -$34.5K -1,500 -13%
GT
307
Greenleaf Trust
Michigan
$236K +$236K +10,273 New
HSA
308
HBK Sorce Advisory
Pennsylvania
$234K -$5.87K -255 -2%
MGP
309
Metis Global Partners
California
$232K -$219K -9,523 -49%
MNBTD
310
Moody National Bank Trust Division
Texas
$224K +$224K +9,727 New
HTC
311
Haverford Trust Company
Pennsylvania
$223K
SAMT
312
Select Asset Management & Trust
Pennsylvania
$216K +$216K +9,400 New
PAS
313
Park Avenue Securities
New York
$215K +$215K +9,349 New
DADC
314
D.A. Davidson & Co
Montana
$210K -$36.1K -1,570 -15%
SIA
315
Schechter Investment Advisors
Michigan
$206K -$52.7K -2,291 -20%
FMWA
316
Forvis Mazars Wealth Advisors
Missouri
$200K -$98.3K -4,274 -33%
C
317
Covestor
United Kingdom
$178K +$93.7K +4,055 +111%
CFB
318
Cullen/Frost Bankers
Texas
$173K -$23K -1,000 -12%
NS
319
NBC Securities
Alabama
$168K +$168K +7,316 New
CI Investments Inc
320
CI Investments Inc
Ontario, Canada
$166K +$3.09K +134 +2%
TRCT
321
Tower Research Capital (TRC)
New York
$161K -$589K -25,622 -79%
QCG
322
Quadrant Capital Group
Ohio
$154K +$70.4K +3,063 +84%
CLOS
323
Compagnie Lombard Odier SCmA
Switzerland
$149K
ECM
324
EMC Capital Management
Texas
$142K -$254K -11,062 -64%
JWA
325
JFS Wealth Advisors
Pennsylvania
$135K +$253 +11 +0.2%