560 hedge funds and large institutions have $7.7B invested in UGI in 2021 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 171 increasing their positions, 174 reducing their positions, and 41 closing their positions.

Holders
560
Holders Change
+53
Holders Change %
+10.45%
% of All Funds
8.65%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
105
Increased
171
Reduced
174
Closed
41
Calls
$9.2M
Puts
$3.67M
Net Calls
+$5.53M
Net Calls Change
-$6.55M
Name Holding Trade Value Shares
Change
Shares
Change %
JWA
376
JFS Wealth Advisors
Pennsylvania
$266K +$10.5K +230 +4%
OQS
377
Occudo Quantitative Strategies
Florida
$265K -$747K -16,270 -74%
BEAM
378
Baker Ellis Asset Management
Washington
$264K
DZ Bank
379
DZ Bank
Germany
$263K -$6.91M -150,531 -96%
PA
380
Procyon Advisors
Connecticut
$263K +$35.6K +777 +16%
AIL
381
AGF Investments LLC
Ontario, Canada
$263K +$263K +5,727 New
FWCM
382
Ferguson Wellman Capital Management
Oregon
$262K +$4.59K +100 +2%
CI Investments Inc
383
CI Investments Inc
Ontario, Canada
$261K -$7.22K -157 -3%
WDC
384
Woodward Diversified Capital
California
$258K +$32.8K +714 +15%
BDF
385
Balasa Dinverno & Foltz
$254K +$254K +5,533 New
MAM
386
MMA Asset Management
Pennsylvania
$249K +$249K +5,417 New
H
387
HoyleCohen
California
$248K +$1.43K +31 +0.6%
QC
388
Quadrature Capital
United Kingdom
$244K +$244K +5,321 New
LWAC
389
Laurel Wealth Advisors (California)
California
$235K +$235K +5,139 New
QC
390
Quantedge Capital
Singapore
$234K -$68.8K -1,500 -23%
MGIA
391
Moneta Group Investment Advisors
Missouri
$234K -$13.8K -300 -6%
DA
392
Doliver Advisors
Texas
$234K
WAM
393
Watershed Asset Management
California
$234K +$234K +5,089 New
WI
394
WrapManager Inc
California
$231K -$1.88K -41 -0.8%
HC
395
Hendley & Co
Ohio
$229K -$6.88K -150 -3%
QPWM
396
Quadrant Private Wealth Management
Pennsylvania
$229K
PAS
397
Park Avenue Securities
New York
$228K +$228K +4,958 New
Aviva
398
Aviva
United Kingdom
$223K +$223K +4,849 New
Vontobel Holding
399
Vontobel Holding
Switzerland
$222K -$60.4K -1,319 -21%
AG
400
Ascent Group
Virginia
$222K +$222K +4,903 New