534 hedge funds and large institutions have $6.28B invested in UGI in 2022 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 200 increasing their positions, 165 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
-26
Holders Change %
-4.64%
% of All Funds
8.45%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
76
Increased
200
Reduced
165
Closed
94
Calls
$8.61M
Puts
$7.62M
Net Calls
+$989K
Net Calls Change
-$4.54M
Name Holding Trade Value Shares
Change
Shares
Change %
WB
401
Webster Bank
Connecticut
$133K
Walleye Trading
402
Walleye Trading
New York
$133K +$133K +3,661 New
SOW
403
State of Wyoming
Wyoming
$128K -$4.61K -127 -3%
SWM
404
Spire Wealth Management
Virginia
$124K -$187K -5,145 -60%
VI
405
Vestcor Inc
New Brunswick, Canada
$120K +$26.4K +729 +28%
LC
406
Lindbrook Capital
California
$118K -$9.36K -258 -7%
RAM
407
Riggs Asset Management
Pennsylvania
$117K
Group One Trading
408
Group One Trading
Illinois
$105K -$115K -3,157 -52%
DAC
409
Dividend Assets Capital
South Carolina
$92K
TF
410
Tompkins Financial
New York
$91K -$14.4K -400 -14%
DSC
411
Duncker Streett & Co
Missouri
$91K
ECM
412
EMC Capital Management
Texas
$90K +$90K +2,638 New
HBW
413
Hazlett, Burt & Watson
West Virginia
$87K +$87K +2,412 New
VanEck Associates
414
VanEck Associates
New York
$86K +$19.1K +530 +29%
MAM
415
McCarthy Asset Management
California
$81K
BHWM
416
Beaird Harris Wealth Management
Texas
$81K
WAM
417
Worth Asset Management
Texas
$81K +$81K +2,150 New
MA
418
MCF Advisors
Kentucky
$81K +$81K +2,250 New
KTC
419
Kistler-Tiffany Companies
Pennsylvania
$80K +$291 +8 +0.4%
PPWM
420
PFG Private Wealth Management
Florida
$79K +$79K +2,178 New
MHR
421
Matthew Hamilton Rosenberg
$71K -$5.72K -158 -7%
Simplex Trading
422
Simplex Trading
Illinois
$60K -$64.3K -1,794 -52%
PA
423
Parallel Advisors
California
$60K -$25.8K -705 -30%
C
424
Covestor
United Kingdom
$57K +$6.36K +176 +13%
MPWT
425
MassMutual Private Wealth & Trust
Connecticut
$55K -$941 -26 -2%