536 hedge funds and large institutions have $6.49B invested in UGI in 2022 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 186 increasing their positions, 172 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
536
Holders Change
+29
Holders Change %
+5.72%
% of All Funds
8.65%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
85
Increased
186
Reduced
172
Closed
48
Calls
$14.6M
Puts
$2.03M
Net Calls
+$12.6M
Net Calls Change
+$5.88M
Name Holding Trade Value Shares
Change
Shares
Change %
JWA
376
JFS Wealth Advisors
Pennsylvania
$218K -$334 -9 -0.2%
QCM
377
Quantinno Capital Management
New York
$218K -$316K -8,503 -59%
Corient Private Wealth
378
Corient Private Wealth
Florida
$218K +$218K +5,871 New
HAIM
379
Hunter Associates Investment Management
Pennsylvania
$212K +$212K +5,748 New
AFCM
380
Applied Finance Capital Management
Puerto Rico
$209K +$209K +5,630 New
JSW
381
Journey Strategic Wealth
New Jersey
$209K +$209K +5,629 New
BCM
382
Bayesian Capital Management
New York
$205K -$960K -25,900 -82%
Renaissance Technologies
383
Renaissance Technologies
New York
$204K -$1.41M -38,083 -87%
VI
384
Vestcor Inc
New Brunswick, Canada
$183K
S
385
SignatureFD
Georgia
$175K +$24.5K +660 +16%
ACP
386
Arcus Capital Partners
Georgia
$168K +$168K +4,524 New
MFG
387
Mendota Financial Group
Wisconsin
$145K +$145K +3,917 New
HFM
388
Hartford Financial Management
Connecticut
$139K
AG
389
AIA Group
Hong Kong
$137K +$59.1K +1,595 +76%
Lazard Asset Management
390
Lazard Asset Management
New York
$136K -$129K -3,508 -49%
WB
391
Webster Bank
Connecticut
$136K
LC
392
Lindbrook Capital
California
$125K +$1.41K +38 +1%
CTC
393
Central Trust Company
Missouri
$120K -$25.9K -700 -18%
IUHSA
394
Itau Unibanco Holding S.A.
Brazil
$115K +$28.6K +761 +33%
PA
395
Parallel Advisors
California
$114K +$24.7K +666 +28%
RAM
396
Riggs Asset Management
Pennsylvania
$113K
SOW
397
State of Wyoming
Wyoming
$102K -$2.22K -60 -2%
AssetMark Inc
398
AssetMark Inc
California
$97.9K -$793K -21,384 -89%
EWA
399
EverSource Wealth Advisors
Alabama
$97.8K +$83.7K +2,258 +596%
DAC
400
Dividend Assets Capital
South Carolina
$95K