460 hedge funds and large institutions have $4.2B invested in UGI in 2024 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 172 increasing their positions, 130 reducing their positions, and 54 closing their positions.

Holders
460
Holders Change
+17
Holders Change %
+3.84%
% of All Funds
6.69%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
77
Increased
172
Reduced
130
Closed
54
Calls
$37.5M
Puts
$24.4M
Net Calls
+$13.1M
Net Calls Change
-$807K
Name Market Value Shares Shares
Change
Shares
Change %
ECM
401
Estabrook Capital Management
New York
$13.7K 600
GI
402
Gradient Investments
Minnesota
$13.4K 586 +586 New
RFA
403
Register Financial Advisors
Georgia
$12.5K 545 +8 +1%
FGA
404
Fortis Group Advisors
New Jersey
$11.8K 515
MRCM
405
M&R Capital Management
New Jersey
$11.4K 496 +7 +1%
SSG
406
Summit Securities Group
New York
$11K 500 +500 New
Jones Financial Companies
407
Jones Financial Companies
Missouri
$9.92K 433 +433 New
OC
408
Oakworth Capital
Alabama
$8.27K 361
N
409
Natixis
France
$7.35K 321
AWM
410
AllSquare Wealth Management
New York
$7.03K 307
Bessemer Group
411
Bessemer Group
New Jersey
$7K 311
Credit Agricole
412
Credit Agricole
France
$6.87K 300 -300 -50%
FCA
413
FinTrust Capital Advisors
South Carolina
$6.05K 264 +174 +193%
CAL
414
Capital Advisors Ltd
Ohio
$6K 253 -63 -20%
BFEC
415
Benjamin F. Edwards & Company
Missouri
$6K 255
MSG
416
Main Street Group
Virginia
$5.84K 257
VCM
417
Versant Capital Management
Arizona
$5.79K 253
LIA
418
Lynx Investment Advisory
District of Columbia
$5.73K 250 +250 New
UB
419
UMB Bank
Missouri
$5.2K 227 -268 -54%
BCM
420
Blume Capital Management
California
$5.11K 223
EBA
421
Eagle Bay Advisors
New York
$5.07K 218 +218 New
JFGIW
422
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.01K 215
GJIA
423
Glass Jacobson Investment Advisors
Maryland
$4.9K 214
S
424
Sachetta
Massachusetts
$4.83K 195 +34 +21%
GWSG
425
GPS Wealth Strategies Group
Colorado
$4.81K 210