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 %
S
351
SignatureFD
Georgia
$106K -$8.63K -320 -8%
HFM
352
Hartford Financial Management
Connecticut
$101K
Walleye Trading
353
Walleye Trading
New York
$101K +$101K +3,738 New
QCG
354
Quadrant Capital Group
Ohio
$98.3K +$64K +2,371 +187%
C
355
Covestor
United Kingdom
$98K -$31.3K -1,166 -24%
DJSG
356
D.J. St. Germain
Massachusetts
$97.1K +$97.1K +3,600 New
MTIC
357
Missouri Trust & Investment Company
Missouri
$97.1K +$97.1K +3,600 New
SOW
358
State of Wyoming
Wyoming
$96.2K -$130K -4,827 -58%
GRP
359
Global Retirement Partners
California
$92.5K +$12.3K +455 +15%
HBW
360
Hazlett, Burt & Watson
West Virginia
$92K +$27.3K +1,009 +42%
IA
361
IFP Advisors
Florida
$88.4K -$2.78K -103 -3%
CTC
362
Central Trust Company
Missouri
$84.1K -$5.39K -200 -6%
RAM
363
Riggs Asset Management
Pennsylvania
$81.9K
LC
364
Lindbrook Capital
California
$74.8K -$14.1K -524 -16%
Twin Tree Management
365
Twin Tree Management
Texas
$74.1K +$74.1K +2,747 New
SPIA
366
Steward Partners Investment Advisory
New York
$72.3K -$203K -7,517 -74%
DAC
367
Dividend Assets Capital
South Carolina
$69K
TF
368
Tompkins Financial
New York
$68.1K
IUHSA
369
Itau Unibanco Holding S.A.
Brazil
$62.9K +$62.9K +2,332 New
KTC
370
Kistler-Tiffany Companies
Pennsylvania
$60.7K +$351 +13 +0.6%
MA
371
MCF Advisors
Kentucky
$60.7K
BHWM
372
Beaird Harris Wealth Management
Texas
$60.7K
PPWM
373
PFG Private Wealth Management
Florida
$58.7K
BTI
374
Blue Trust Inc
Georgia
$57K -$23.6K -686 -29%
NF
375
Norwood Financial
Pennsylvania
$55.7K