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 %
BB
326
Bell Bank
North Dakota
$303K
TRCT
327
Tower Research Capital (TRC)
New York
$300K -$506K -11,875 -63%
ST
328
Sabal Trust
Florida
$294K
William Blair & Company
329
William Blair & Company
Illinois
$290K -$43.3K -1,016 -13%
Squarepoint
330
Squarepoint
New York
$289K +$289K +6,785 New
FCBT
331
First Citizens Bank & Trust
North Carolina
$286K -$4.27K -100 -1%
GPA
332
Garrison Point Advisors
California
$285K +$7.68K +180 +3%
BRWA
333
B. Riley Wealth Advisors
Florida
$283K +$283K +6,593 New
PHK
334
Point72 Hong Kong
Hong Kong
$283K +$283K +6,637 New
QC
335
Quantedge Capital
Singapore
$281K
GC
336
Gilbert & Cook
Iowa
$279K +$13.3K +312 +5%
VPIM
337
Vanguard Personalized Indexing Management
California
$278K -$20.4K -480 -7%
BWA
338
BDO Wealth Advisors
Florida
$277K +$31.3K +734 +13%
CI
339
Cigna Investments
Connecticut
$274K -$4.26K -100 -2%
SI
340
Stephens Inc
Arkansas
$274K -$213 -5 -0.1%
AAS
341
Avantax Advisory Services
Texas
$273K -$7.99K -187 -3%
CA
342
Calton & Associates
Florida
$272K -$2.04K -48 -0.7%
P
343
&Partners
Tennessee
$269K
AP
344
Advisor Partners
California
$266K -$4.3K -101 -2%
Vontobel Holding
345
Vontobel Holding
Switzerland
$263K +$4.39K +103 +2%
PMAM
346
Penn Mutual Asset Management
Pennsylvania
$261K +$23.4K +530 +10%
FMWA
347
Forvis Mazars Wealth Advisors
Missouri
$259K +$10.8K +253 +4%
BWCS
348
Beirne Wealth Consulting Services
Connecticut
$258K
FIM
349
Freedom Investment Management
Connecticut
$258K +$1.87K +44 +0.7%
BFO
350
Boston Family Office
Massachusetts
$256K