520 hedge funds and large institutions have $6.03B invested in UGI in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 192 increasing their positions, 178 reducing their positions, and 59 closing their positions.

Holders
520
Holders Change
-16
Holders Change %
-2.99%
% of All Funds
8.32%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
53
Increased
192
Reduced
178
Closed
59
Calls
$8.04M
Puts
$2.49M
Net Calls
+$5.56M
Net Calls Change
-$7.06M
Name Market Value Shares Shares
Change
Shares
Change %
HBW
401
Hazlett, Burt & Watson
West Virginia
$83K 2,395 +8 +0.3%
AAS
402
Ameritas Advisory Services
Nebraska
$81.7K 2,354 +2,354 New
BHWM
403
Beaird Harris Wealth Management
Texas
$78.2K 2,250 -57 -2%
MA
404
MCF Advisors
Kentucky
$78.2K 2,250
KTC
405
Kistler-Tiffany Companies
Pennsylvania
$77.8K 2,238 +9 +0.4%
EWA
406
EverSource Wealth Advisors
Alabama
$77.8K 2,237 -400 -15%
PPWM
407
PFG Private Wealth Management
Florida
$75.7K 2,178
BBHC
408
Brown Brothers Harriman & Co
New York
$73K 2,100
NF
409
Norwood Financial
Pennsylvania
$71.7K 2,065 +1,790 +651%
MHR
410
Matthew Hamilton Rosenberg
$69.6K 2,003
DZ Bank
411
DZ Bank
Germany
$68K 1,956
Lazard Asset Management
412
Lazard Asset Management
New York
$67K 1,975 -1,720 -47%
PA
413
Parallel Advisors
California
$65.5K 1,884 -1,197 -39%
National Bank of Canada
414
National Bank of Canada
Quebec, Canada
$57.7K 1,660 -148,309 -99%
MPWT
415
MassMutual Private Wealth & Trust
Connecticut
$56.9K 1,638 +10 +0.6%
NFSG
416
Newbridge Financial Services Group
Florida
$56.6K 1,628 -351 -18%
MFA
417
McClarren Financial Advisors
Pennsylvania
$55K 1,607 +16 +1%
DSC
418
Duncker Streett & Co
Missouri
$52.1K 1,500 -1,000 -40%
AF
419
Allworth Financial
California
$51.1K 1,470 +17 +1%
HFS
420
Hantz Financial Services
Michigan
$51K 1,481
BAMF
421
BI Asset Management Fondsmaeglerselskab
Denmark
$50K 1,428 +674 +89%
CFGS
422
Concourse Financial Group Securities
Alabama
$48.9K 1,391 -97 -7%
CWP
423
Concord Wealth Partners
Virginia
$44.3K 1,274 -24 -2%
QCG
424
Quadrant Capital Group
Ohio
$44.2K 1,269 -609 -32%
Group One Trading
425
Group One Trading
Illinois
$41.7K 1,200 +1,200 New