536 hedge funds and large institutions have $6.49B invested in UGI in 2022 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 186 increasing their positions, 172 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
536
Holders Change
+29
Holders Change %
+5.72%
% of All Funds
8.65%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
85
Increased
186
Reduced
172
Closed
48
Calls
$14.6M
Puts
$2.03M
Net Calls
+$12.6M
Net Calls Change
+$5.88M
Name Holding Trade Value Shares
Change
Shares
Change %
PIA
326
Pinion Investment Advisors
Kansas
$301K +$301K +8,132 New
BMSSC
327
B. Metzler seel. Sohn & Co
Germany
$301K
AAS
328
Avantax Advisory Services
Texas
$300K +$65.4K +1,763 +28%
VIA
329
Vident Investment Advisory
Georgia
$299K -$1.95M -52,633 -87%
VFG
330
V2 Financial group
Illinois
$298K
GW
331
GW & Wade
Massachusetts
$297K -$49.8K -1,344 -14%
BCA
332
Bay Colony Advisors
Massachusetts
$294K +$294K +7,937 New
API
333
Advisor Partners II
California
$293K +$37.8K +1,020 +15%
I
334
InceptionR
California
$291K +$291K +7,847 New
IA
335
IFG Advisory
Georgia
$289K +$5.11K +138 +2%
FMWA
336
Forvis Mazars Wealth Advisors
Missouri
$287K +$2.08K +56 +0.7%
WSFS
337
Wilmington Savings Fund Society
Delaware
$282K
CAM
338
Costello Asset Management
Pennsylvania
$280K -$54K -1,457 -16%
CLOS
339
Compagnie Lombard Odier SCmA
Switzerland
$280K +$40.2K +1,086 +17%
CFB
340
Cullen/Frost Bankers
Texas
$278K
CW
341
Connectus Wealth
Ohio
$278K
Schroder Investment Management Group
342
Schroder Investment Management Group
United Kingdom
$277K +$277K +7,472 New
LWAM
343
Legacy Wealth Asset Management
Minnesota
$276K -$6.08K -164 -2%
TC
344
Trilogy Capital
California
$271K +$271K +7,299 New
WB
345
WesBanco Bank
West Virginia
$267K +$267K +7,216 New
BB
346
Bell Bank
North Dakota
$264K
PMEF
347
Point72 Middle East FZE
United Arab Emirates
$263K +$263K +7,090 New
MNBTD
348
Moody National Bank Trust Division
Texas
$261K +$6.14K +165 +2%
GWCM
349
Godshalk Welsh Capital Management
Pennsylvania
$256K -$69.5K -1,875 -21%
PA
350
Procyon Advisors
Connecticut
$255K -$47.4K -1,279 -16%