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 %
Verition Fund Management
351
Verition Fund Management
Connecticut
$253K -$1.21M -32,722 -83%
KAS
352
Kestra Advisory Services
Texas
$253K +$253K +6,833 New
IWC
353
Integrated Wealth Concepts
Massachusetts
$253K +$253K +6,827 New
CI Investments Inc
354
CI Investments Inc
Ontario, Canada
$252K +$139K +3,767 +124%
MC
355
Moors & Cabot
Massachusetts
$252K -$1.85K -50 -0.7%
ESCM
356
Echo Street Capital Management
New York
$251K -$634K -17,098 -72%
GPA
357
Garrison Point Advisors
California
$248K
William Blair & Company
358
William Blair & Company
Illinois
$247K -$21.4K -577 -8%
CSS
359
Cubist Systematic Strategies
Connecticut
$246K -$1.51M -40,832 -86%
DI
360
DFPG Investments
Utah
$246K +$246K +5,989 New
CA
361
Calton & Associates
Florida
$245K -$297 -8 -0.1%
B
362
Bailard
California
$243K
VanEck Associates
363
VanEck Associates
New York
$238K +$31.9K +864 +16%
NA
364
NewEdge Advisors
Louisiana
$237K +$237K +6,639 New
DC
365
Davenport & Co
Virginia
$234K +$234K +6,310 New
P
366
&Partners
Tennessee
$234K
SSA
367
Schonfeld Strategic Advisors
New York
$230K -$2.53M -68,143 -92%
ECM
368
EMC Capital Management
Texas
$229K +$81.8K +2,208 +56%
SI
369
Stephens Inc
Arkansas
$227K +$227K +6,128 New
CS
370
Candriam SCA
Luxembourg
$226K -$591K -15,942 -72%
SEC
371
Seven Eight Capital
New York
$225K +$225K +6,079 New
IA
372
IFP Advisors
Florida
$224K -$107K -2,238 -32%
FC
373
Fulcrum Capital
Washington
$222K +$222K +6,000 New
BFO
374
Boston Family Office
Massachusetts
$222K +$222K +6,000 New
Susquehanna International Group
375
Susquehanna International Group
Pennsylvania
$219K -$1.49M -40,131 -87%