482 hedge funds and large institutions have $4.66B invested in UGI in 2023 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 168 increasing their positions, 165 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
-38
Holders Change %
-7.31%
% of All Funds
7.6%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
65
Increased
168
Reduced
165
Closed
101
Calls
$9.71M
Puts
$9.14M
Net Calls
+$569K
Net Calls Change
-$4.99M
Name Holding Trade Value Shares
Change
Shares
Change %
WTG
401
West Tower Group
Virginia
$21.1K +$21.1K +783 New
HWA
402
Heritage Wealth Advisors
Virginia
$19.4K
SHIM
403
Stone House Investment Management
Pennsylvania
$19.1K
PTC
404
Private Trust Company
Ohio
$17.5K -$593 -22 -3%
ADL
405
Asset Dedication LLC
California
$17K
MBFW
406
Morton Brown Family Wealth
Pennsylvania
$16.9K
BWL
407
Bogart Wealth LLC
Virginia
$16.6K
DMBA
408
Deseret Mutual Benefit Administrators
Utah
$16.4K
Credit Agricole
409
Credit Agricole
France
$16.2K
WT
410
Whittier Trust
California
$16.2K
TFP
411
Tilia Fiduciary Partners
North Carolina
$13.7K
FHA
412
First Horizon Advisors
Tennessee
$13.2K
ST
413
Smithfield Trust
Pennsylvania
$13K
FFA
414
Farther Finance Advisors
California
$12.8K -$324 -12 -2%
NSIM
415
North Star Investment Management
Illinois
$12.8K
UCB
416
United Community Bank
South Carolina
$12.5K
CAL
417
Capital Advisors Ltd
Ohio
$11K +$2.69K +102 +32%
CCA
418
Column Capital Advisors
Indiana
$10.8K
VAG
419
VisionPoint Advisory Group
Texas
$10.7K +$10.7K +398 New
FIA
420
FNY Investment Advisers
New York
$10K
HCP
421
Hexagon Capital Partners
Arkansas
$9.98K +$2.4K +89 +32%
UB
422
UMB Bank
Missouri
$9.66K
FCAG
423
First Capital Advisors Group
New Jersey
$8.9K +$8.9K +330 New
AWM
424
AllSquare Wealth Management
New York
$8.67K
WB
425
Webster Bank
Connecticut
$8.58K