536 hedge funds and large institutions have $6.49B invested in UGI in 2022 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 186 increasing their positions, 172 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
536
Holders Change
+29
Holders Change %
+5.72%
% of All Funds
8.65%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
85
Increased
186
Reduced
172
Closed
48
Calls
$14.6M
Puts
$2.03M
Net Calls
+$12.6M
Net Calls Change
+$5.88M
Name Holding Trade Value Shares
Change
Shares
Change %
TF
401
Tompkins Financial
New York
$94K
CMF
402
Counterpoint Mutual Funds
California
$93.9K +$93.9K +2,532 New
DSC
403
Duncker Streett & Co
Missouri
$92.7K
HBW
404
Hazlett, Burt & Watson
West Virginia
$89K +$336 +9 +0.4%
BHWM
405
Beaird Harris Wealth Management
Texas
$85.5K +$2.11K +57 +3%
MA
406
MCF Advisors
Kentucky
$83.4K
KTC
407
Kistler-Tiffany Companies
Pennsylvania
$82.6K +$334 +9 +0.4%
PPWM
408
PFG Private Wealth Management
Florida
$81K
BTI
409
Blue Trust Inc
Georgia
$81K +$32K +986 +65%
BBHC
410
Brown Brothers Harriman & Co
New York
$77.8K +$74.7K +2,014 +2,342%
MHR
411
Matthew Hamilton Rosenberg
$74.3K
NFSG
412
Newbridge Financial Services Group
Florida
$73.4K +$34.4K +929 +88%
DZ Bank
413
DZ Bank
Germany
$72.5K
QCG
414
Quadrant Capital Group
Ohio
$69.7K -$2.45K -66 -3%
GRP
415
Global Retirement Partners
California
$66K +$65.7K +1,772 +19,689%
SWM
416
Spire Wealth Management
Virginia
$61K +$37K +1,000 +155%
MPWT
417
MassMutual Private Wealth & Trust
Connecticut
$60K +$2.84K +77 +5%
MFA
418
McClarren Financial Advisors
Pennsylvania
$59K +$593 +16 +1%
KC
419
Kepos Capital
New York
$57K -$8.89K -241 -13%
GWM
420
Geneos Wealth Management
Colorado
$56.8K
Northwestern Mutual Wealth Management
421
Northwestern Mutual Wealth Management
Wisconsin
$55.6K +$14.5K +391 +35%
CFGS
422
Concourse Financial Group Securities
Alabama
$55.6K +$13.3K +356 +31%
HFS
423
Hantz Financial Services
Michigan
$55K -$23.9K -644 -30%
AF
424
Allworth Financial
California
$53.9K +$482 +13 +0.9%
ACM
425
Aquatic Capital Management
Illinois
$52K +$52K +1,400 New