534 hedge funds and large institutions have $6.28B invested in UGI in 2022 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 200 increasing their positions, 165 reducing their positions, and 94 closing their positions.

Holders
534
Holders Change
-26
Holders Change %
-4.64%
% of All Funds
8.45%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
76
Increased
200
Reduced
165
Closed
94
Calls
$8.61M
Puts
$7.62M
Net Calls
+$989K
Net Calls Change
-$4.54M
Name Holding Trade Value Shares
Change
Shares
Change %
CIBC Asset Management
326
CIBC Asset Management
Ontario, Canada
$358K +$2.03K +56 +0.6%
Vontobel Holding
327
Vontobel Holding
Switzerland
$358K +$181K +4,955 +102%
TPW
328
TL Private Wealth
Texas
$355K
AWC
329
Abundance Wealth Counselors
Pennsylvania
$342K +$342K +9,435 New
TC
330
TwinBeech Capital
New York
$336K +$336K +9,273 New
APA
331
American Portfolios Advisors
New York
$334K +$1.01K +28 +0.3%
GHA
332
GW Henssler & Associates
Georgia
$329K +$725 +20 +0.2%
HTC
333
Haverford Trust Company
Pennsylvania
$314K +$24.6K +681 +9%
LA
334
Lindenwold Advisors
Pennsylvania
$310K +$18.6K +513 +6%
PHK
335
Point72 Hong Kong
Hong Kong
$309K +$309K +8,529 New
Creative Planning
336
Creative Planning
Kansas
$303K -$85.5K -2,364 -22%
CTA
337
Chesley Taft & Associates
Illinois
$298K
WB
338
WesBanco Bank
West Virginia
$294K
LWAM
339
Legacy Wealth Asset Management
Minnesota
$292K +$5.84K +161 +2%
VFG
340
V2 Financial group
Illinois
$291K +$291K +8,030 New
BMSSC
341
B. Metzler seel. Sohn & Co
Germany
$287K
IA
342
IFP Advisors
Florida
$285K +$190K +3,988 +200%
WSFS
343
Wilmington Savings Fund Society
Delaware
$284K -$3.45K -95 -1%
QT
344
Quantamental Technologies
New York
$283K +$17.4K +480 +7%
BIA
345
Barry Investment Advisors
Massachusetts
$279K +$61.8K +1,692 +28%
IA
346
IFG Advisory
Georgia
$277K -$5.49K -152 -2%
OQS
347
Occudo Quantitative Strategies
Florida
$276K +$67K +1,850 +32%
CFB
348
Cullen/Frost Bankers
Texas
$274K
BWA
349
BDO Wealth Advisors
Florida
$273K +$26.9K +742 +11%
BTW
350
Boston Trust Walden
Massachusetts
$272K -$63.5K -1,750 -19%