505 hedge funds and large institutions have $5.58B invested in UGI in 2024 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 181 increasing their positions, 146 reducing their positions, and 48 closing their positions.

Holders
505
Holders Change
+35
Holders Change %
+7.45%
% of All Funds
6.73%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
92
Increased
181
Reduced
146
Closed
48
Calls
$47M
Puts
$82.1M
Net Calls
-$35.1M
Net Calls Change
-$16.4M
Name Market Value Shares Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
401
Northwestern Mutual Wealth Management
Wisconsin
$34.9K 1,237 +163 +15%
LWCFA
402
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$33.9K 1,102
ANBT
403
American National Bank & Trust
Texas
$31K 1,099
KB
404
Kimelman & Baird
New York
$29.6K 1,050
FWA
405
Flagship Wealth Advisors
Massachusetts
$29.6K 1,049 +1,049 New
PTC
406
Private Trust Company
Ohio
$28.9K 1,025 -15 -1%
CJ
407
Caitlin John
Michigan
$27.5K 975
DMBA
408
Deseret Mutual Benefit Administrators
Utah
$27.5K 973
Mitsubishi UFJ Asset Management
409
Mitsubishi UFJ Asset Management
Japan
$27.2K 949
SAM
410
S.A. Mason
Michigan
$27.1K 960 +960 New
GM
411
GeoWealth Management
Illinois
$26.8K 950 +950 New
LI
412
LRI Investments
Florida
$25.7K 912
WT
413
Whittier Trust
California
$25.4K 899
AS
414
Altshuler Shaham
Israel
$25.3K 897 +897 New
Bessemer Group
415
Bessemer Group
New Jersey
$25K 893 +611 +217%
C
416
Covestor
United Kingdom
$24K 855 +3 +0.4%
UCB
417
United Community Bank
South Carolina
$23.9K 845
PS
418
Principal Securities
Iowa
$21.6K 764 -733 -49%
HCP
419
Hexagon Capital Partners
Arkansas
$21.4K 758 +371 +96%
VNA
420
Valley National Advisers
Pennsylvania
$21K 766
HWA
421
Heritage Wealth Advisors
Virginia
$20.3K 720
PIM
422
Plato Investment Management
Australia
$19.8K 700
HNB
423
Huntington National Bank
Ohio
$19.5K 690 +34 +5%
ADL
424
Asset Dedication LLC
California
$18.1K 642
CWP
425
Concord Wealth Partners
Virginia
$18K 637 -637 -50%