440 hedge funds and large institutions have $3.95B invested in UGI in 2023 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 151 increasing their positions, 155 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
440
Holders Change
-42
Holders Change %
-8.71%
% of All Funds
7.02%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
60
Increased
151
Reduced
155
Closed
96
Calls
$50.5M
Puts
$31.7M
Net Calls
+$18.8M
Net Calls Change
+$18.2M
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
326
Costello Asset Management
Pennsylvania
$116K -$4.37K -190 -4%
SSG
327
Summit Securities Group
New York
$115K +$115K +5,000 New
SOW
328
State of Wyoming
Wyoming
$108K +$26.1K +1,134 +32%
PA
329
Parallel Advisors
California
$94.9K +$60.4K +2,625 +175%
CMF
330
Counterpoint Mutual Funds
California
$93.1K -$12K -523 -11%
VanEck Associates
331
VanEck Associates
New York
$89K -$5.66K -247 -6%
HFM
332
Hartford Financial Management
Connecticut
$86.4K
DJSG
333
D.J. St. Germain
Massachusetts
$82.8K
MTIC
334
Missouri Trust & Investment Company
Missouri
$82.8K
HBW
335
Hazlett, Burt & Watson
West Virginia
$79K +$278 +12 +0.4%
EWA
336
EverSource Wealth Advisors
Alabama
$78.5K +$35.5K +1,542 +83%
MPWT
337
MassMutual Private Wealth & Trust
Connecticut
$75.1K +$37.1K +1,614 +98%
CTC
338
Central Trust Company
Missouri
$71.7K
GRP
339
Global Retirement Partners
California
$71.6K -$2.06K -96 -3%
LC
340
Lindbrook Capital
California
$71.1K +$7.27K +316 +11%
RAM
341
Riggs Asset Management
Pennsylvania
$69.9K
IA
342
IFP Advisors
Florida
$61.2K -$14.1K -613 -19%
QC
343
Quent Capital
New York
$59.9K +$55.6K +2,419 +1,315%
DAC
344
Dividend Assets Capital
South Carolina
$59K
TF
345
Tompkins Financial
New York
$58.1K
MA
346
MCF Advisors
Kentucky
$51.8K
BHWM
347
Beaird Harris Wealth Management
Texas
$51.8K
Fifth Third Bancorp
348
Fifth Third Bancorp
Ohio
$47.7K +$23K +999 +93%
CFGS
349
Concourse Financial Group Securities
Alabama
$47.5K +$10K +428 +27%
NF
350
Norwood Financial
Pennsylvania
$47.5K