440 hedge funds and large institutions have $3.95B invested in UGI in 2023 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 151 increasing their positions, 155 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
440
Holders Change
-42
Holders Change %
-8.71%
% of All Funds
7.02%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
60
Increased
151
Reduced
155
Closed
96
Calls
$50.5M
Puts
$31.7M
Net Calls
+$18.8M
Net Calls Change
+$18.2M
Name Holding Trade Value Shares
Change
Shares
Change %
BWL
376
Bogart Wealth LLC
Virginia
$14.1K
DMBA
377
Deseret Mutual Benefit Administrators
Utah
$14K
WT
378
Whittier Trust
California
$13.8K
NSIM
379
North Star Investment Management
Illinois
$10.9K
FFA
380
Farther Finance Advisors
California
$10.8K -$115 -5 -1%
Loomis, Sayles & Company
381
Loomis, Sayles & Company
Massachusetts
$10K +$5.42K +244 +118%
CCA
382
Column Capital Advisors
Indiana
$9.2K
FIA
383
FNY Investment Advisers
New York
$9K
MRCM
384
M&R Capital Management
New Jersey
$8.7K +$5.29K +230 +155%
UB
385
UMB Bank
Missouri
$8.23K
PTC
386
Private Trust Company
Ohio
$8K -$6.95K -302 -46%
Bessemer Group
387
Bessemer Group
New Jersey
$8K -$26.2K -1,143 -77%
AGWCA
388
Annis Gardner Whiting Capital Advisors
Florida
$7.7K +$7.7K +332 New
WB
389
Webster Bank
Connecticut
$7.31K
AWM
390
AllSquare Wealth Management
New York
$7.06K
LF
391
Lee Financial
Texas
$7.06K
GIA
392
GHP Investment Advisors
Colorado
$6.99K +$6.99K +327 New
MIA
393
Milestone Investment Advisors
Wisconsin
$6.9K +$6.9K +300 New
PFBT
394
Parkside Financial Bank & Trust
Missouri
$6.6K +$3.06K +133 +86%
FCA
395
FinTrust Capital Advisors
South Carolina
$6.07K +$4K +174 +193%
BFEC
396
Benjamin F. Edwards & Company
Missouri
$6K
BC
397
Bartlett & Co
Ohio
$6K
BCWM
398
Bartlett & Co Wealth Management
Ohio
$5.66K
BCM
399
Blume Capital Management
California
$5.13K
JFGIW
400
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.03K -$842 -36 -14%