507 hedge funds and large institutions have $7.16B invested in UGI in 2021 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 156 increasing their positions, 175 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
+9
Holders Change %
+1.81%
% of All Funds
8.9%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
54
Increased
156
Reduced
175
Closed
36
Calls
$17.9M
Puts
$5.79M
Net Calls
+$12.1M
Net Calls Change
+$10.1M
Name Holding Trade Value Shares
Change
Shares
Change %
APP
376
Avantax Planning Partners
Iowa
$205K +$5.49K +129 +3%
KFI
377
Key Financial Inc
Pennsylvania
$204K
Northwestern Mutual Wealth Management
378
Northwestern Mutual Wealth Management
Wisconsin
$178K +$19.5K +455 +12%
CFGS
379
Concourse Financial Group Securities
Alabama
$164K +$8.07K +188 +5%
HFM
380
Hartford Financial Management
Connecticut
$160K
S
381
SignatureFD
Georgia
$158K +$512 +12 +0.3%
BCV
382
Banque Cantonale Vaudoise
Switzerland
$157K
WB
383
Webster Bank
Connecticut
$157K
Acadian Asset Management
384
Acadian Asset Management
Massachusetts
$156K -$107K -2,526 -41%
LC
385
Lindbrook Capital
California
$150K
SG Americas Securities
386
SG Americas Securities
New York
$143K -$1.17M -27,469 -89%
IA
387
IFP Advisors
Florida
$142K -$2.64K -62 -2%
CTC
388
Central Trust Company
Missouri
$139K
RAM
389
Riggs Asset Management
Pennsylvania
$138K
Canada Pension Plan Investment Board
390
Canada Pension Plan Investment Board
Ontario, Canada
$136K +$136K +3,177 +31,770%
VI
391
Vestcor Inc
New Brunswick, Canada
$132K -$17.6K -412 -12%
CWC
392
Carolinas Wealth Consulting
North Carolina
$129K
TF
393
Tompkins Financial
New York
$125K +$125K +2,924 New
VNA
394
Valley National Advisers
Pennsylvania
$124K
AS
395
Altshuler Shaham
Israel
$118K +$64.3K +1,488 +120%
DAC
396
Dividend Assets Capital
South Carolina
$109K
DSC
397
Duncker Streett & Co
Missouri
$107K +$42.8K +1,000 +67%
BU
398
BBVA USA
Alabama
$105K +$424 +10 +0.4%
SPIA
399
Steward Partners Investment Advisory
New York
$104K +$35.1K +823 +51%
SWM
400
Spire Wealth Management
Virginia
$103K +$75.4K +1,770 +274%