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 %
AF
351
Allworth Financial
California
$44.4K +$10.9K +476 +33%
BTI
352
Blue Trust Inc
Georgia
$42K -$2.98K -110 -7%
NFSG
353
Newbridge Financial Services Group
Florida
$37.8K +$184 +8 +0.5%
GWM
354
Geneos Wealth Management
Colorado
$37.7K +$3.4K +148 +10%
MFA
355
McClarren Financial Advisors
Pennsylvania
$37K +$495 +22 +1%
HFS
356
Hantz Financial Services
Michigan
$33K -$800 -35 -2%
CWP
357
Concord Wealth Partners
Virginia
$29.3K
LWCFA
358
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$24.1K
Northwestern Mutual Wealth Management
359
Northwestern Mutual Wealth Management
Wisconsin
$23.3K -$8.79K -382 -27%
SWM
360
Spire Wealth Management
Virginia
$23K -$17.5K -760 -43%
RTC
361
Riverview Trust Company
Washington
$22.4K +$22.4K +975 New
VNA
362
Valley National Advisers
Pennsylvania
$22K
ECM
363
Estabrook Capital Management
New York
$21.9K
SIC
364
Salem Investment Counselors
North Carolina
$21.1K
FGA
365
Fortis Group Advisors
New Jersey
$20.4K +$20.4K +888 New
National Bank of Canada
366
National Bank of Canada
Quebec, Canada
$19.8K
FHA
367
First Horizon Advisors
Tennessee
$17.3K +$5.96K +259 +53%
SPIA
368
Steward Partners Investment Advisory
New York
$16.9K -$44.7K -1,944 -73%
HWA
369
Heritage Wealth Advisors
Virginia
$16.6K
SHIM
370
Stone House Investment Management
Pennsylvania
$16.3K
Credit Agricole
371
Credit Agricole
France
$16.1K +$2.3K +100 +17%
ADL
372
Asset Dedication LLC
California
$15K
UCB
373
United Community Bank
South Carolina
$15K +$4.26K +185 +40%
HNB
374
Huntington National Bank
Ohio
$14.7K -$8.17K -355 -36%
MBFW
375
Morton Brown Family Wealth
Pennsylvania
$14.4K