482 hedge funds and large institutions have $4.66B invested in UGI in 2023 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 168 increasing their positions, 165 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
-38
Holders Change %
-7.31%
% of All Funds
7.6%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
65
Increased
168
Reduced
165
Closed
101
Calls
$9.71M
Puts
$9.14M
Net Calls
+$569K
Net Calls Change
-$4.99M
Name Holding Trade Value Shares
Change
Shares
Change %
IWC
326
Integrated Wealth Concepts
Massachusetts
$261K -$27.6K -1,025 -10%
LCM
327
Laurion Capital Management
New York
$254K +$254K +9,434 New
CDH
328
Charles D. Hyman
$254K -$2.7K -100 -1%
VFG
329
V2 Financial group
Illinois
$249K +$32.4K +1,200 +15%
MAM
330
MMA Asset Management
Pennsylvania
$246K -$48.4K -1,793 -16%
Carson Wealth (CWM LLC)
331
Carson Wealth (CWM LLC)
Nebraska
$243K -$2.31M -85,555 -90%
BWA
332
BDO Wealth Advisors
Florida
$241K +$7.15K +265 +3%
PA
333
Procyon Advisors
Connecticut
$240K -$13.5K -500 -5%
BCV
334
Banque Cantonale Vaudoise
Switzerland
$240K
BAM
335
Blueshift Asset Management
New Jersey
$238K +$238K +8,835 New
JWM
336
Jeppson Wealth Management
California
$238K -$301K -11,161 -56%
AFCM
337
Applied Finance Capital Management
Puerto Rico
$234K +$234K +8,687 New
CFB
338
Cullen/Frost Bankers
Texas
$229K +$27K +1,000 +13%
WSFS
339
Wilmington Savings Fund Society
Delaware
$228K +$22.6K +836 +11%
CTA
340
Chesley Taft & Associates
Illinois
$223K
BMSSC
341
B. Metzler seel. Sohn & Co
Germany
$219K
AWM
342
Alterna Wealth Management
Texas
$204K +$204K +7,578 New
CW
343
Connectus Wealth
Ohio
$202K
CI Investments Inc
344
CI Investments Inc
Ontario, Canada
$191K +$6.24K +231 +3%
CLOS
345
Compagnie Lombard Odier SCmA
Switzerland
$175K
JWA
346
JFS Wealth Advisors
Pennsylvania
$158K -$189 -7 -0.1%
CAM
347
Costello Asset Management
Pennsylvania
$141K -$15.9K -589 -10%
CMF
348
Counterpoint Mutual Funds
California
$123K +$37.8K +1,400 +44%
DCM
349
Dupont Capital Management
Delaware
$120K -$260K -9,628 -68%
VanEck Associates
350
VanEck Associates
New York
$111K -$36.4K -1,354 -25%