440 hedge funds and large institutions have $4.3B invested in UGI in 2023 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 142 increasing their positions, 168 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
440
Holders Change
Holders Change %
0%
% of All Funds
6.45%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
65
Increased
142
Reduced
168
Closed
61
Calls
$55.1M
Puts
$34.8M
Net Calls
+$20.3M
Net Calls Change
+$1.58M
Name Holding Trade Value Shares
Change
Shares
Change %
BWL
376
Bogart Wealth LLC
Virginia
$15.1K
ECM
377
Estabrook Capital Management
New York
$14.8K -$8.61K -350 -37%
Credit Agricole
378
Credit Agricole
France
$14.8K -$2.46K -100 -14%
WT
379
Whittier Trust
California
$14.8K
FFA
380
Farther Finance Advisors
California
$14.5K +$2.9K +118 +25%
NSIM
381
North Star Investment Management
Illinois
$11.7K
MRCM
382
M&R Capital Management
New Jersey
$11.5K +$2.24K +91 +24%
Loomis, Sayles & Company
383
Loomis, Sayles & Company
Massachusetts
$10K -$563 -24 -5%
FIA
384
FNY Investment Advisers
New York
$9K
CAL
385
Capital Advisors Ltd
Ohio
$9K +$9K +386 New
OC
386
Oakworth Capital
Alabama
$8.88K +$8.88K +361 New
UB
387
UMB Bank
Missouri
$7.82K -$984 -40 -11%
WB
388
Webster Bank
Connecticut
$7.82K
AWM
389
AllSquare Wealth Management
New York
$7.55K
LF
390
Lee Financial
Texas
$7.54K
PFBT
391
Parkside Financial Bank & Trust
Missouri
$7.45K +$394 +16 +6%
FCA
392
FinTrust Capital Advisors
South Carolina
$6.5K
N
393
Natixis
France
$6.42K +$6.42K +261 New
MSG
394
Main Street Group
Virginia
$6.32K +$6.32K +257 New
BWM
395
Baystate Wealth Management
Massachusetts
$6.2K +$6.15K +250 +12,500%
BCWM
396
Bartlett & Co Wealth Management
Ohio
$6.08K
BFEC
397
Benjamin F. Edwards & Company
Missouri
$6K
BC
398
Bartlett & Co
Ohio
$6K
BCM
399
Blume Capital Management
California
$5.49K
JFGIW
400
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.37K