440 hedge funds and large institutions have $3.95B invested in UGI in 2023 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 151 increasing their positions, 155 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
440
Holders Change
-42
Holders Change %
-8.71%
% of All Funds
7.02%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
60
Increased
151
Reduced
155
Closed
96
Calls
$50.5M
Puts
$31.7M
Net Calls
+$18.8M
Net Calls Change
+$18.2M
Name Holding Trade Value Shares
Change
Shares
Change %
GJIA
401
Glass Jacobson Investment Advisors
Maryland
$4.92K
AAG
402
Armstrong Advisory Group
Massachusetts
$4.88K +$2.65K +115 +119%
GWSG
403
GPS Wealth Strategies Group
Colorado
$4.83K
SC
404
SouthState Corp
Florida
$4.81K
GWS
405
Glassman Wealth Services
Virginia
$4.28K +$3.31K +144 +343%
BIA
406
Bell Investment Advisors
California
$4K +$322 +14 +9%
EARNEST Partners
407
EARNEST Partners
Georgia
$3.52K
NA
408
NewEdge Advisors
Louisiana
$3.43K -$2.23K -97 -39%
MHR
409
Matthew Hamilton Rosenberg
$3.38K
AAP
410
Arax Advisory Partners
Colorado
$3.38K +$3.38K +147 New
VCM
411
Versant Capital Management
Arizona
$3.31K +$943 +41 +40%
AWA
412
Authentikos Wealth Advisory
California
$2.94K +$2.94K +128 New
RTL
413
Red Tortoise LLC
Georgia
$2.48K +$2.48K +108 New
First Manhattan
414
First Manhattan
New York
$2.39K
ME
415
McIlrath & Eck
Washington
$2.3K
RWPA
416
Richard W. Paul & Associates
Michigan
$2.3K
HI
417
Harbour Investments
Wisconsin
$2.3K +$2.3K +100 New
BAAM
418
Baker Avenue Asset Management
California
$2.21K +$1.63K +71 +284%
FMII
419
Farmers & Merchants Investments Inc
Nebraska
$1.96K -$230 -10 -11%
SWA
420
Sutton Wealth Advisors
Florida
$1.93K +$1.93K +84 New
SIS
421
Sound Income Strategies
Florida
$1.84K
FWM
422
Focused Wealth Management
New York
$1.46K
TFA
423
Transamerica Financial Advisors
Florida
$1K
TSWM
424
Tyler-Stone Wealth Management
Ohio
$1K
Lazard Asset Management
425
Lazard Asset Management
New York
$1K