460 hedge funds and large institutions have $4.2B invested in UGI in 2024 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 172 increasing their positions, 130 reducing their positions, and 54 closing their positions.

Holders
460
Holders Change
+17
Holders Change %
+3.84%
% of All Funds
6.69%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
77
Increased
172
Reduced
130
Closed
54
Calls
$37.5M
Puts
$24.4M
Net Calls
+$13.1M
Net Calls Change
-$807K
Name Market Value Shares Shares
Change
Shares
Change %
MTIC
351
Missouri Trust & Investment Company
Missouri
$82.4K 3,600
Walleye Trading
352
Walleye Trading
New York
$81.1K 3,541 -6,420 -64%
LC
353
Lindbrook Capital
California
$70.7K 3,088 -431 -12%
RAM
354
Riggs Asset Management
Pennsylvania
$69.5K 3,037
FLPIM
355
F.L. Putnam Investment Management
Massachusetts
$68.1K 2,975 +2,975 New
CTC
356
Central Trust Company
Missouri
$64.1K 2,800
AF
357
Allworth Financial
California
$61K 2,505 +314 +14%
GI
358
GAMMA Investing
California
$60.2K 2,627 +512 +24%
QC
359
Quent Capital
New York
$59.8K 2,611 +103 +4%
TF
360
Tompkins Financial
New York
$57.8K 2,524
BHWM
361
Beaird Harris Wealth Management
Texas
$51.5K 2,250
MA
362
MCF Advisors
Kentucky
$51.5K 2,250
ATPW
363
Ashton Thomas Private Wealth
Arizona
$49.5K 2,163 +2,163 New
BTI
364
Blue Trust Inc
Georgia
$49.5K 2,016 +350 +21%
MPWT
365
MassMutual Private Wealth & Trust
Connecticut
$45.5K 1,989 -73 -4%
Fifth Third Bancorp
366
Fifth Third Bancorp
Ohio
$42.9K 1,875 -116 -6%
FG
367
Fairman Group
Pennsylvania
$41.5K 1,785
PAS
368
Point72 Asia (Singapore)
Singapore
$40.3K 1,760 +1,760 New
CFGS
369
Concourse Financial Group Securities
Alabama
$39.3K 1,688 -121 -7%
MFA
370
McClarren Financial Advisors
Pennsylvania
$38K 22 -1,679 -99%
TCG
371
Transcendent Capital Group
Oklahoma
$35.9K 1,567
DSC
372
Duncker Streett & Co
Missouri
$34.4K 1,500 +1,500 New
PS
373
Principal Securities
Iowa
$33.4K 1,457 +709 +95%
HFS
374
Hantz Financial Services
Michigan
$32K 1,409
Northwestern Mutual Wealth Management
375
Northwestern Mutual Wealth Management
Wisconsin
$30.7K 1,340 +311 +30%