440 hedge funds and large institutions have $4.3B invested in UGI in 2023 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 142 increasing their positions, 168 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
440
Holders Change
Holders Change %
0%
% of All Funds
6.45%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
65
Increased
142
Reduced
168
Closed
61
Calls
$55.1M
Puts
$34.8M
Net Calls
+$20.3M
Net Calls Change
+$1.58M
Name Holding Trade Value Shares
Change
Shares
Change %
CI Investments Inc
326
CI Investments Inc
Ontario, Canada
$92K -$86.2K -3,487 -48%
MPWT
327
MassMutual Private Wealth & Trust
Connecticut
$90.1K +$9.72K +395 +12%
DJSG
328
D.J. St. Germain
Massachusetts
$88.6K
MTIC
329
Missouri Trust & Investment Company
Missouri
$88.6K
VanEck Associates
330
VanEck Associates
New York
$86K -$9.58K -389 -10%
HBW
331
Hazlett, Burt & Watson
West Virginia
$85K +$347 +14 +0.4%
LC
332
Lindbrook Capital
California
$82.4K +$6.32K +257 +8%
Nomura Asset Management
333
Nomura Asset Management
Japan
$79.9K -$252K -10,237 -76%
PA
334
Parallel Advisors
California
$78.7K -$22.8K -928 -22%
EWA
335
EverSource Wealth Advisors
Alabama
$77K -$6.94K -282 -8%
CTC
336
Central Trust Company
Missouri
$76.7K
RAM
337
Riggs Asset Management
Pennsylvania
$74.7K
QC
338
Quent Capital
New York
$64.1K +$98 +4 +0.2%
TCWA
339
Turtle Creek Wealth Advisors
Texas
$63.9K +$63.9K +2,596 New
TF
340
Tompkins Financial
New York
$62.1K
IA
341
IFP Advisors
Florida
$61.3K -$4.21K -171 -6%
MA
342
MCF Advisors
Kentucky
$55.4K
BHWM
343
Beaird Harris Wealth Management
Texas
$55.4K
AF
344
Allworth Financial
California
$52K +$4.5K +183 +9%
NF
345
Norwood Financial
Pennsylvania
$50.2K -$615 -25 -1%
Fifth Third Bancorp
346
Fifth Third Bancorp
Ohio
$46.6K -$4.43K -180 -9%
BTI
347
Blue Trust Inc
Georgia
$45K +$9.27K +402 +26%
CFGS
348
Concourse Financial Group Securities
Alabama
$43.9K -$6.94K -278 -14%
CAM
349
Costello Asset Management
Pennsylvania
$41.6K -$82.4K -3,349 -66%
MFA
350
McClarren Financial Advisors
Pennsylvania
$41K +$710 +29 +2%