507 hedge funds and large institutions have $7.16B invested in UGI in 2021 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 156 increasing their positions, 175 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
+9
Holders Change %
+1.81%
% of All Funds
8.9%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
54
Increased
156
Reduced
175
Closed
36
Calls
$17.9M
Puts
$5.79M
Net Calls
+$12.1M
Net Calls Change
+$10.1M
Name Holding Trade Value Shares
Change
Shares
Change %
GLLW
426
Graves Light Lenhart Wealth
Virginia
$43K
Twin Tree Management
427
Twin Tree Management
Texas
$43K +$43K +1,002 New
BWP
428
Baldwin Wealth Partners
Massachusetts
$41K
T
429
TOBAM
France
$40K
Group One Trading
430
Group One Trading
Illinois
$39K -$64.7K -1,528 -62%
RS
431
Robeco Schweiz
Switzerland
$38.4K
HI
432
Hudock Inc
Pennsylvania
$38K
NSB
433
Norway Savings Bank
Maine
$37K
SIAP
434
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$31K
HWA
435
Heritage Wealth Advisors
Virginia
$30.7K
Credit Agricole
436
Credit Agricole
France
$30K +$30K +700 New
BMD
437
Better Money Decisions
New Mexico
$29K
CG
438
Cutler Group
California
$28K -$10.8K -263 -28%
CCC
439
Crescent Capital Consulting
Louisiana
$28K
ADL
440
Asset Dedication LLC
California
$27K
WT
441
Whittier Trust
California
$26K
BCA
442
Berman Capital Advisors
Georgia
$26K +$2.16K +51 +9%
LF
443
Lee Financial
Texas
$26K +$13K +300 +99%
ST
444
Sageworth Trust
Pennsylvania
$25K
RMC
445
Resources Management Corp
Connecticut
$21K
PCG
446
Private Capital Group
Connecticut
$21K +$633 +15 +3%
NSIM
447
North Star Investment Management
Illinois
$20K
ST
448
Smithfield Trust
Pennsylvania
$20K
CFA
449
Carroll Financial Associates
North Carolina
$20K
BFG
450
Baron Financial Group
New Jersey
$19.2K