560 hedge funds and large institutions have $7.7B invested in UGI in 2021 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 171 increasing their positions, 174 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
560
Holders Change
+53
Holders Change %
+10.45%
% of All Funds
8.65%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
105
Increased
171
Reduced
174
Closed
41
Calls
$9.2M
Puts
$3.67M
Net Calls
+$5.53M
Net Calls Change
-$6.55M
Name Holding Trade Value Shares
Change
Shares
Change %
APP
401
Avantax Planning Partners
Iowa
$221K
SSA
402
Schonfeld Strategic Advisors
New York
$220K +$220K +4,800 New
CI
403
Cigna Investments
Connecticut
$219K -$75.6K -1,650 -26%
YIH
404
Y-Intercept (HK)
Hong Kong
$218K +$218K +4,745 New
LNC
405
Lincoln National Corp
Pennsylvania
$212K +$212K +4,620 New
DADC
406
D.A. Davidson & Co
Montana
$211K +$211K +4,594 New
AWM
407
AE Wealth Management
Kansas
$208K +$208K +4,532 New
AWA
408
Arete Wealth Advisors
Illinois
$208K +$208K +4,553 New
BMC
409
Beaton Management Company
Massachusetts
$207K +$207K +4,500 New
ACP
410
Arcus Capital Partners
Georgia
$205K -$22.8K -497 -10%
MCM
411
Murphy Capital Management
New Jersey
$203K -$22.9K -500 -10%
FRAF
412
Första AP-fonden
Sweden
$184K +$184K +4,000 New
S
413
SignatureFD
Georgia
$180K +$10.5K +229 +6%
Lazard Asset Management
414
Lazard Asset Management
New York
$178K -$612K -13,387 -77%
CFGS
415
Concourse Financial Group Securities
Alabama
$176K -$648 -14 -0.4%
HFM
416
Hartford Financial Management
Connecticut
$172K
BCV
417
Banque Cantonale Vaudoise
Switzerland
$170K
WB
418
Webster Bank
Connecticut
$169K
SOW
419
State of Wyoming
Wyoming
$168K -$65.5K -1,424 -28%
AWA
420
Amplius Wealth Advisors
Pennsylvania
$167K +$167K +3,647 New
LC
421
Lindbrook Capital
California
$161K
AS
422
Altshuler Shaham
Israel
$161K +$34.7K +749 +27%
Simplex Trading
423
Simplex Trading
Illinois
$159K +$159K +3,468 New
RAM
424
Riggs Asset Management
Pennsylvania
$149K
CTC
425
Central Trust Company
Missouri
$149K