482 hedge funds and large institutions have $4.66B invested in UGI in 2023 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 168 increasing their positions, 165 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
-38
Holders Change %
-7.31%
% of All Funds
7.6%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
65
Increased
168
Reduced
165
Closed
101
Calls
$9.71M
Puts
$9.14M
Net Calls
+$569K
Net Calls Change
-$4.99M
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
376
EverSource Wealth Advisors
Alabama
$50.4K -$9.93K -368 -16%
SWM
377
Spire Wealth Management
Virginia
$47.5K -$22.4K -832 -32%
MPWT
378
MassMutual Private Wealth & Trust
Connecticut
$44.6K +$405 +15 +0.9%
NFSG
379
Newbridge Financial Services Group
Florida
$44.1K +$162 +6 +0.4%
Simplex Trading
380
Simplex Trading
Illinois
$44K +$44K +1,663 New
CFGS
381
Concourse Financial Group Securities
Alabama
$43.9K +$5.88K +215 +15%
MFA
382
McClarren Financial Advisors
Pennsylvania
$43K +$450 +17 +1%
VSQM
383
V-Square Quantitative Management
Illinois
$42.4K +$42.4K +1,571 New
Bessemer Group
384
Bessemer Group
New Jersey
$41K +$28.8K +1,049 +237%
PA
385
Parallel Advisors
California
$40.5K -$10.3K -383 -20%
UM
386
UniSuper Management
Australia
$40.5K +$40.5K +1,500 New
GWM
387
Geneos Wealth Management
Colorado
$40.2K +$9.14K +339 +29%
HFS
388
Hantz Financial Services
Michigan
$40K -$81 -3 -0.2%
AF
389
Allworth Financial
California
$39.2K -$432 -16 -1%
Northwestern Mutual Wealth Management
390
Northwestern Mutual Wealth Management
Wisconsin
$37.7K +$8.74K +324 +30%
CWP
391
Concord Wealth Partners
Virginia
$34.4K
CSPIA
392
Cary Street Partners Investment Advisory
Virginia
$31.4K
LWCFA
393
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$29.7K
Fifth Third Bancorp
394
Fifth Third Bancorp
Ohio
$29K +$5.5K +204 +23%
HNB
395
Huntington National Bank
Ohio
$26.8K +$9.58K +355 +56%
VNA
396
Valley National Advisers
Pennsylvania
$26K -$6.61K -243 -20%
ECM
397
Estabrook Capital Management
New York
$25.6K
SIC
398
Salem Investment Counselors
North Carolina
$24.6K +$24.6K +901 New
National Bank of Canada
399
National Bank of Canada
Quebec, Canada
$24.3K -$20.5K -760 -46%
IGWM
400
ICA Group Wealth Management
Colorado
$21.2K +$27 +1 +0.1%