460 hedge funds and large institutions have $4.2B invested in UGI in 2024 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 172 increasing their positions, 130 reducing their positions, and 54 closing their positions.

Holders
460
Holders Change
+17
Holders Change %
+3.84%
% of All Funds
6.69%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
77
Increased
172
Reduced
130
Closed
54
Calls
$37.5M
Puts
$24.4M
Net Calls
+$13.1M
Net Calls Change
-$807K
Name Market Value Shares Shares
Change
Shares
Change %
WT
376
Whittier Trust
California
$27.4K 1,198 +598 +100%
LWCFA
377
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$26.5K 1,102
ANBT
378
American National Bank & Trust
Texas
$25.2K 1,099
KB
379
Kimelman & Baird
New York
$24K 1,050 +1,050 New
IAIM
380
International Assets Investment Management
Florida
$23.8K 1,041 +1,041 New
CJ
381
Caitlin John
Michigan
$22.3K 973 -8 -0.8%
Mitsubishi UFJ Asset Management
382
Mitsubishi UFJ Asset Management
Japan
$21.7K 949
PTC
383
Private Trust Company
Ohio
$20.6K 898 +797 +789%
National Bank of Canada
384
National Bank of Canada
Quebec, Canada
$20.4K 900 -132,000 -99%
KIG
385
Kessler Investment Group
Indiana
$19.7K 862
AEPWM
386
Atlantic Edge Private Wealth Management
Florida
$19K 830 +40 +5%
VNA
387
Valley National Advisers
Pennsylvania
$19K 859 +20 +2%
AAP
388
Arax Advisory Partners
Colorado
$18.2K 796 +796 New
UCB
389
United Community Bank
South Carolina
$17.3K 755
DMBA
390
Deseret Mutual Benefit Administrators
Utah
$16.9K 737 +62 +9%
HWA
391
Heritage Wealth Advisors
Virginia
$16.5K 720
FFA
392
Farther Finance Advisors
California
$16.3K 715 +207 +41%
SHIM
393
Stone House Investment Management
Pennsylvania
$16.2K 708
PIM
394
Plato Investment Management
Australia
$16K 700
LI
395
LRI Investments
Florida
$15.7K 684 +684 New
MBFW
396
Morton Brown Family Wealth
Pennsylvania
$15.4K 627
HNB
397
Huntington National Bank
Ohio
$15K 656 +18 +3%
ADL
398
Asset Dedication LLC
California
$14.7K 642
CWP
399
Concord Wealth Partners
Virginia
$14.6K 637 -637 -50%
BWL
400
Bogart Wealth LLC
Virginia
$14.1K 614