443 hedge funds and large institutions have $4.26B invested in UGI in 2024 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 166 increasing their positions, 130 reducing their positions, and 59 closing their positions.

Holders
443
Holders Change
+3
Holders Change %
+0.68%
% of All Funds
6.42%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
68
Increased
166
Reduced
130
Closed
59
Calls
$33.9M
Puts
$20M
Net Calls
+$13.9M
Net Calls Change
-$6.4M
Name Holding Trade Value Shares
Change
Shares
Change %
DMBA
376
Deseret Mutual Benefit Administrators
Utah
$16.6K
ADL
377
Asset Dedication LLC
California
$16K
HNB
378
Huntington National Bank
Ohio
$15.7K
MBFW
379
Morton Brown Family Wealth
Pennsylvania
$15.4K -$4.15K -169 -21%
BWL
380
Bogart Wealth LLC
Virginia
$15.1K
WT
381
Whittier Trust
California
$14.7K
ECM
382
Estabrook Capital Management
New York
$14.7K
Credit Agricole
383
Credit Agricole
France
$14.3K
RFA
384
Register Financial Advisors
Georgia
$13.2K +$13.2K +537 New
FGA
385
Fortis Group Advisors
New Jersey
$12.6K -$12.6K -515 -50%
FFA
386
Farther Finance Advisors
California
$12.2K -$1.95K -81 -14%
UB
387
UMB Bank
Missouri
$12.1K +$4.34K +177 +56%
MRCM
388
M&R Capital Management
New Jersey
$12K +$491 +20 +4%
NFSG
389
Newbridge Financial Services Group
Florida
$11.8K -$6.7K -273 -36%
OC
390
Oakworth Capital
Alabama
$8.86K
CAL
391
Capital Advisors Ltd
Ohio
$8K -$1.77K -70 -18%
Bessemer Group
392
Bessemer Group
New Jersey
$8K +$4.04K +157 +102%
N
393
Natixis
France
$7.88K +$1.47K +60 +23%
NCTC
394
New Covenant Trust Company
Indiana
$7.71K +$7.71K +314 New
AWM
395
AllSquare Wealth Management
New York
$7.53K
VCM
396
Versant Capital Management
Arizona
$6.21K +$3.17K +129 +104%
MSG
397
Main Street Group
Virginia
$6.17K
BFEC
398
Benjamin F. Edwards & Company
Missouri
$6K
CFB
399
Cullen/Frost Bankers
Texas
$5.72K +$5.72K +233 New
BCM
400
Blume Capital Management
California
$5.47K