534 hedge funds and large institutions have $6.28B invested in UGI in 2022 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 200 increasing their positions, 165 reducing their positions, and 94 closing their positions.

Holders
534
Holders Change
-26
Holders Change %
-4.64%
% of All Funds
8.45%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
76
Increased
200
Reduced
165
Closed
94
Calls
$8.61M
Puts
$7.62M
Net Calls
+$989K
Net Calls Change
-$4.54M
Name Market Value Shares Shares
Change
Shares
Change %
CWP
426
Concord Wealth Partners
Virginia
$51K 1,398 +46 +3%
Bessemer Group
427
Bessemer Group
New Jersey
$51K 1,428 +101 +8%
FHA
428
First Horizon Advisors
Tennessee
$49K 1,364 -670 -33%
DMBA
429
Deseret Mutual Benefit Administrators
Utah
$49K 1,366
Koshinski Asset Management
430
Koshinski Asset Management
Illinois
$42.2K 1,164
Northwestern Mutual Wealth Management
431
Northwestern Mutual Wealth Management
Wisconsin
$41K 1,144 -128,084 -99%
QCG
432
Quadrant Capital Group
Ohio
$41K 1,127 -594 -35%
LS
433
Livforsakringsbolaget Skandia
Sweden
$40K 1,100
LWCFA
434
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$40K 1,102
KFI
435
Key Financial Inc
Pennsylvania
$39K 1,083
GLLW
436
Graves Light Lenhart Wealth
Virginia
$37K 1,019
Fifth Third Bancorp
437
Fifth Third Bancorp
Ohio
$36K 986 -365 -27%
BWP
438
Baldwin Wealth Partners
Massachusetts
$35K 956
CFGS
439
Concourse Financial Group Securities
Alabama
$32K 870 -2,935 -77%
HI
440
Hudock Inc
Pennsylvania
$32K 900
NSB
441
Norway Savings Bank
Maine
$31K 864
TCWA
442
Ten Capital Wealth Advisors
Washington
$28K 777
HNB
443
Huntington National Bank
Ohio
$28K 765
T
444
TOBAM
France
$27K 752 +683 +990%
SIAP
445
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$26K 720
HWA
446
Heritage Wealth Advisors
Virginia
$26K 720
Credit Agricole
447
Credit Agricole
France
$25K 700
WT
448
Whittier Trust
California
$24K 650 +50 +8%
UB
449
UMB Bank
Missouri
$23K 621 -94 -13%
MBFW
450
Morton Brown Family Wealth
Pennsylvania
$23K 627 -50 -7%