440 hedge funds and large institutions have $4.3B invested in UGI in 2023 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 142 increasing their positions, 168 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
440
Holders Change
Holders Change %
0%
% of All Funds
6.45%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
65
Increased
142
Reduced
168
Closed
61
Calls
$55.1M
Puts
$34.8M
Net Calls
+$20.3M
Net Calls Change
+$1.58M
Name Holding Trade Value Shares
Change
Shares
Change %
MGP
301
Metis Global Partners
California
$248K
NS
302
NBC Securities
Alabama
$245K +$65.7K +2,679 +37%
US Bancorp
303
US Bancorp
Minnesota
$245K -$193K -7,847 -44%
FMWA
304
Forvis Mazars Wealth Advisors
Missouri
$244K +$29.7K +1,208 +14%
SAMT
305
Select Asset Management & Trust
Pennsylvania
$231K
BC
306
Bridgefront Capital
Texas
$230K +$230K +9,332 New
ACM
307
Argyle Capital Management
Pennsylvania
$228K -$283K -11,500 -55%
SCM
308
Shelton Capital Management
Colorado
$226K -$28.5K -1,159 -11%
PAS
309
Park Avenue Securities
New York
$223K -$7.14K -290 -3%
GLA
310
Good Life Advisors
Pennsylvania
$221K +$221K +8,980 New
DADC
311
D.A. Davidson & Co
Montana
$209K -$15.5K -632 -7%
GT
312
Greenleaf Trust
Michigan
$204K -$48.9K -1,987 -19%
CTA
313
Chesley Taft & Associates
Illinois
$204K +$204K +8,280 New
HT
314
Headlands Technologies
Illinois
$203K +$203K +8,248 New
Carson Wealth (CWM LLC)
315
Carson Wealth (CWM LLC)
Nebraska
$188K -$100K -4,083 -35%
C
316
Covestor
United Kingdom
$188K -$981 -40 -0.5%
S
317
SignatureFD
Georgia
$163K -$113K -4,601 -41%
ECM
318
EMC Capital Management
Texas
$152K
PWM
319
Partnership Wealth Management
Maryland
$149K +$149K +6,750 New
JWA
320
JFS Wealth Advisors
Pennsylvania
$143K -$984 -40 -0.7%
SOW
321
State of Wyoming
Wyoming
$130K +$14.8K +602 +13%
SSG
322
Summit Securities Group
New York
$111K -$12.3K -500 -10%
QCG
323
Quadrant Capital Group
Ohio
$107K -$58K -2,357 -35%
GRP
324
Global Retirement Partners
California
$102K +$25K +1,089 +33%
HFM
325
Hartford Financial Management
Connecticut
$92.4K