520 hedge funds and large institutions have $6.03B invested in UGI in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 192 increasing their positions, 178 reducing their positions, and 59 closing their positions.

Holders
520
Holders Change
-16
Holders Change %
-2.99%
% of All Funds
8.32%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
53
Increased
192
Reduced
178
Closed
59
Calls
$8.04M
Puts
$2.49M
Net Calls
+$5.56M
Net Calls Change
-$7.06M
Name Market Value Shares Shares
Change
Shares
Change %
PA
326
Procyon Advisors
Connecticut
$327K 9,407 +2,528 +37%
AAS
327
Avantax Advisory Services
Texas
$320K 9,203 +1,122 +14%
SPA
328
Sherbrooke Park Advisers
New York
$320K 9,200 +9,200 New
MF
329
Magnetar Financial
Illinois
$315K 9,069 +9,069 New
LA
330
Lindenwold Advisors
Pennsylvania
$311K 8,937 -180 -2%
BCV
331
Banque Cantonale Vaudoise
Switzerland
$310K 8,900
TC
332
Trilogy Capital
California
$307K 8,822 +1,523 +21%
BWA
333
BDO Wealth Advisors
Florida
$302K 8,683 -899 -9%
SOW
334
State of Wyoming
Wyoming
$292K 8,393 +5,643 +205%
CTA
335
Chesley Taft & Associates
Illinois
$288K 8,280
GAM
336
Grandview Asset Management
Pennsylvania
$286K 8,228 -244 -3%
API
337
Advisor Partners II
California
$285K 8,191 +298 +4%
VIA
338
Vident Investment Advisory
Georgia
$284K 8,168 +105 +1%
BMSSC
339
B. Metzler seel. Sohn & Co
Germany
$282K 8,111
VFG
340
V2 Financial group
Illinois
$279K 8,030
TCM
341
Teza Capital Management
Illinois
$278K 7,989 +7,989 New
AC
342
AXQ Capital
New Jersey
$277K 7,973 +7,973 New
FMWA
343
Forvis Mazars Wealth Advisors
Missouri
$269K 7,739
WSFS
344
Wilmington Savings Fund Society
Delaware
$265K 7,607
BCA
345
Bay Colony Advisors
Massachusetts
$263K 7,750 -187 -2%
PA
346
Profund Advisors
Maryland
$261K 7,523 -8,869 -54%
SPC
347
Sigma Planning Corp
Michigan
$261K 7,507 +7,507 New
CFB
348
Cullen/Frost Bankers
Texas
$261K 7,500
CW
349
Connectus Wealth
Ohio
$261K 7,500
BL
350
Balentine LLC
Georgia
$258K 7,432 -1,321 -15%