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 %
NICM
351
Neo Ivy Capital Management
New York
$40K +$40K +1,623 New
TCG
352
Transcendent Capital Group
Oklahoma
$38.5K +$38.5K +1,567 New
HFS
353
Hantz Financial Services
Michigan
$35K -$845 -34 -2%
SPIA
354
Steward Partners Investment Advisory
New York
$30.2K +$12.1K +491 +67%
GI
355
GAMMA Investing
California
$28.8K +$28.8K +1,299 New
FGA
356
Fortis Group Advisors
New Jersey
$25.3K +$3.49K +142 +16%
Northwestern Mutual Wealth Management
357
Northwestern Mutual Wealth Management
Wisconsin
$25.3K +$369 +15 +1%
LWCFA
358
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$24.4K
VNA
359
Valley National Advisers
Pennsylvania
$23K
SC
360
Sasco Capital
Connecticut
$22.9K +$22.9K +930 New
National Bank of Canada
361
National Bank of Canada
Quebec, Canada
$22.4K
GWM
362
Geneos Wealth Management
Colorado
$20.6K -$19.6K -798 -49%
MBFW
363
Morton Brown Family Wealth
Pennsylvania
$19.6K +$4.16K +169 +27%
AEPWM
364
Atlantic Edge Private Wealth Management
Florida
$19.4K +$19.4K +790 New
NFSG
365
Newbridge Financial Services Group
Florida
$18.5K -$21.9K -890 -54%
PS
366
Principal Securities
Iowa
$18.4K +$18.4K +748 New
FHA
367
First Horizon Advisors
Tennessee
$18.3K -$148 -6 -0.8%
HWA
368
Heritage Wealth Advisors
Virginia
$17.7K
SHIM
369
Stone House Investment Management
Pennsylvania
$17.4K
PIM
370
Plato Investment Management
Australia
$17.2K +$17.2K +700 New
DMBA
371
Deseret Mutual Benefit Administrators
Utah
$16.6K +$1.65K +67 +11%
ADL
372
Asset Dedication LLC
California
$16K
UCB
373
United Community Bank
South Carolina
$16K
HNB
374
Huntington National Bank
Ohio
$15.7K
CWP
375
Concord Wealth Partners
Virginia
$15.7K -$15.7K -637 -50%