498 hedge funds and large institutions have $7.86B invested in UGI in 2021 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 168 increasing their positions, 139 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
+4
Holders Change %
+0.81%
% of All Funds
8.69%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
68
Increased
168
Reduced
139
Closed
57
Calls
$6.64M
Puts
$4.7M
Net Calls
+$1.94M
Net Calls Change
+$607K
Name Holding Trade Value Shares
Change
Shares
Change %
HI
401
Harbour Investments
Wisconsin
$75K +$3.56K +77 +5%
VanEck Associates
402
VanEck Associates
New York
$74K +$74K +1,594 New
AIG
403
American International Group
New York
$73.5K -$1.42K -7,203 -2%
MPWT
404
MassMutual Private Wealth & Trust
Connecticut
$71K -$1.03K -22 -1%
DSC
405
Duncker Streett & Co
Missouri
$69K +$66.5K +1,445 +2,627%
NICM
406
Neo Ivy Capital Management
New York
$60K +$60K +1,290 New
CWP
407
Concord Wealth Partners
Virginia
$59K
AS
408
Altshuler Shaham
Israel
$58K +$58K +1,242 New
FF
409
FourThought Financial
Florida
$57K
Bessemer Group
410
Bessemer Group
New Jersey
$56K
AP
411
Arlington Partners
Alabama
$53K
PMAS
412
PNC Managed Account Solutions
Texas
$52K +$52K +1,127 New
QCG
413
Quadrant Capital Group
Ohio
$51K -$39.7K -858 -44%
SNT
414
Security National Trust
West Virginia
$51K +$51K +1,100 New
LWCFA
415
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$51K +$51K +1,102 New
LIM
416
Longfellow Investment Management
Massachusetts
$49K -$48.3K -1,038 -50%
GLLW
417
Graves Light Lenhart Wealth
Virginia
$47K
WP
418
WealthShield Partners
North Carolina
$46K
Fifth Third Bancorp
419
Fifth Third Bancorp
Ohio
$44K -$7.85K -168 -15%
BWP
420
Baldwin Wealth Partners
Massachusetts
$44K
T
421
TOBAM
France
$44K
CG
422
Cutler Group
California
$43K +$9.12K +200 +27%
DA
423
Denali Advisors
California
$43K +$39.1K +847 +996%
HI
424
Hudock Inc
Pennsylvania
$41K -$2.51K -55 -6%
NSB
425
Norway Savings Bank
Maine
$40K