440 hedge funds and large institutions have $4.3B invested in UGI in 2023 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 142 increasing their positions, 168 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
440
Holders Change
Holders Change %
0%
% of All Funds
6.45%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
65
Increased
142
Reduced
168
Closed
61
Calls
$55.1M
Puts
$34.8M
Net Calls
+$20.3M
Net Calls Change
+$1.58M
Name Holding Trade Value Shares
Change
Shares
Change %
GJIA
401
Glass Jacobson Investment Advisors
Maryland
$5.27K
GWSG
402
GPS Wealth Strategies Group
Colorado
$5.17K
CJ
403
Caitlin John
Michigan
$4.96K +$4.96K +198 New
PWMG
404
Prestige Wealth Management Group
New Jersey
$4.07K +$3.72K +149 +1,064%
S
405
Sachetta
Massachusetts
$4.01K +$4.01K +161 New
Bessemer Group
406
Bessemer Group
New Jersey
$4K -$5.07K -195 -56%
MSWM
407
McGlone Suttner Wealth Management
Wisconsin
$3.88K +$3.88K +158 New
GWM
408
Guardian Wealth Management
Illinois
$3.71K +$3.71K +151 New
AssetMark Inc
409
AssetMark Inc
California
$3.67K +$2.71K +110 +282%
HI
410
Harbour Investments
Wisconsin
$3.42K +$959 +39 +39%
GA
411
GoalVest Advisory
New York
$3.35K -$677K -27,498 -100%
VWM
412
Venturi Wealth Management
Texas
$3.32K +$3.32K +135 New
BIA
413
Bell Investment Advisors
California
$3.3K -$984 -40 -23%
VCM
414
Versant Capital Management
Arizona
$3.05K -$492 -20 -14%
RWPA
415
Richard W. Paul & Associates
Michigan
$2.46K
ME
416
McIlrath & Eck
Washington
$2.46K
AAG
417
Armstrong Advisory Group
Massachusetts
$2.39K -$2.83K -115 -54%
MHR
418
Matthew Hamilton Rosenberg
$2.39K -$1.23K -50 -34%
PWMG
419
Private Wealth Management Group
New Jersey
$2.12K +$2.12K +86 New
FMII
420
Farmers & Merchants Investments Inc
Nebraska
$2.09K
SIS
421
Sound Income Strategies
Florida
$2.09K +$123 +5 +6%
GWS
422
Glassman Wealth Services
Virginia
$1.65K -$2.93K -119 -64%
FWM
423
Focused Wealth Management
New York
$1.59K +$49 +2 +3%
PTC
424
Private Trust Company
Ohio
$1.21K -$7.35K -299 -86%
AF
425
Advisornet Financial
Minnesota
$1.03K +$320 +13 +45%