470 hedge funds and large institutions have $4.46B invested in UGI in 2024 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 173 increasing their positions, 149 reducing their positions, and 57 closing their positions.

Holders
470
Holders Change
+10
Holders Change %
+2.17%
% of All Funds
6.8%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
69
Increased
173
Reduced
149
Closed
57
Calls
$33.1M
Puts
$51.7M
Net Calls
-$18.7M
Net Calls Change
-$31.8M
Name Market Value Shares Shares
Change
Shares
Change %
ANBT
376
American National Bank & Trust
Texas
$27.5K 1,099
LWCFA
377
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$27.3K 1,102
Northwestern Mutual Wealth Management
378
Northwestern Mutual Wealth Management
Wisconsin
$26.9K 1,074 -266 -20%
KB
379
Kimelman & Baird
New York
$26.3K 1,050
PTC
380
Private Trust Company
Ohio
$26K 1,040 +142 +16%
DMBA
381
Deseret Mutual Benefit Administrators
Utah
$24.3K 973 +236 +32%
Mitsubishi UFJ Asset Management
382
Mitsubishi UFJ Asset Management
Japan
$23.7K 949
CAS
383
Coppell Advisory Solutions
Texas
$23.2K 932 +928 +23,200%
AFWM
384
Abich Financial Wealth Management
Virginia
$23.1K 925 +925 New
CJ
385
Caitlin John
Michigan
$22.9K 975 +2 +0.2%
WT
386
Whittier Trust
California
$22.5K 899 -299 -25%
C
387
Covestor
United Kingdom
$22K 852 -3,309 -80%
LI
388
LRI Investments
Florida
$21.2K 912 +228 +33%
UCB
389
United Community Bank
South Carolina
$21.1K 845 +90 +12%
UB
390
UMB Bank
Missouri
$20.1K 805 +578 +255%
AAP
391
Arax Advisory Partners
Colorado
$19.9K 796
VNA
392
Valley National Advisers
Pennsylvania
$19K 766 -93 -11%
HWA
393
Heritage Wealth Advisors
Virginia
$18K 720
SHIM
394
Stone House Investment Management
Pennsylvania
$17.7K 708
PIM
395
Plato Investment Management
Australia
$17.5K 700
HNB
396
Huntington National Bank
Ohio
$16.4K 656
Optiver Holding
397
Optiver Holding
Netherlands
$16.2K 648 +648 New
ADL
398
Asset Dedication LLC
California
$16.1K 642
MBFW
399
Morton Brown Family Wealth
Pennsylvania
$15.7K 627
BWL
400
Bogart Wealth LLC
Virginia
$15.4K 614