443 hedge funds and large institutions have $4.26B invested in UGI in 2024 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 166 increasing their positions, 130 reducing their positions, and 59 closing their positions.

Holders
443
Holders Change
+3
Holders Change %
+0.68%
% of All Funds
6.42%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
68
Increased
166
Reduced
130
Closed
59
Calls
$33.9M
Puts
$20M
Net Calls
+$13.9M
Net Calls Change
-$6.4M
Name Market Value Shares Shares
Change
Shares
Change %
JFGIW
401
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.36K 215
GJIA
402
Glass Jacobson Investment Advisors
Maryland
$5.25K 214
GWSG
403
GPS Wealth Strategies Group
Colorado
$5.15K 210
CPBTD
404
Central Pacific Bank - Trust Division
Hawaii
$4.83K 201 +201 New
BIA
405
Bell Investment Advisors
California
$4.3K 175 +41 +31%
PFC
406
Phocas Financial Corp
California
$4.15K 169,064 -4,503 -3%
PWMG
407
Prestige Wealth Management Group
New Jersey
$4.06K 163
BCWM
408
Bartlett & Co Wealth Management
Ohio
$4.06K 163 -79 -33%
S
409
Sachetta
Massachusetts
$4.01K 161
MG
410
Mather Group
Illinois
$4.01K 163 +163 New
VWM
411
Venturi Wealth Management
Texas
$4K 163 +28 +21%
GWM
412
Guardian Wealth Management
Illinois
$3.7K 151
PFBT
413
Parkside Financial Bank & Trust
Missouri
$3.66K 149 -154 -51%
HI
414
Harbour Investments
Wisconsin
$3.41K 139
NSIM
415
North Star Investment Management
Illinois
$3.19K 130 -346 -73%
HT
416
Headlands Technologies
Illinois
$2.9K 118 -8,130 -99%
PTC
417
Private Trust Company
Ohio
$2.48K 101 +52 +106%
ME
418
McIlrath & Eck
Washington
$2.45K 100
RWPA
419
Richard W. Paul & Associates
Michigan
$2.45K 100
AAG
420
Armstrong Advisory Group
Massachusetts
$2.39K 97
FCA
421
FinTrust Capital Advisors
South Carolina
$2.21K 90 -174 -66%
PWMG
422
Private Wealth Management Group
New Jersey
$2.11K 86
FMII
423
Farmers & Merchants Investments Inc
Nebraska
$2.09K 85
SIS
424
Sound Income Strategies
Florida
$2.09K 85
AF
425
Advisornet Financial
Minnesota
$1.62K 66 +24 +57%