527 hedge funds and large institutions have $6.62B invested in UGI in 2022 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 200 increasing their positions, 155 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
527
Holders Change
-7
Holders Change %
-1.31%
% of All Funds
8.91%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
69
Increased
200
Reduced
155
Closed
69
Calls
$7.56M
Puts
$7.24M
Net Calls
+$322K
Net Calls Change
-$667K
Name Holding Trade Value Shares
Change
Shares
Change %
DMBA
426
Deseret Mutual Benefit Administrators
Utah
$53K
EWA
427
EverSource Wealth Advisors
Alabama
$53K +$51K +1,310 +2,519%
CFGS
428
Concourse Financial Group Securities
Alabama
$50K +$15.9K +406 +47%
Northwestern Mutual Wealth Management
429
Northwestern Mutual Wealth Management
Wisconsin
$44K
PTC
430
Private Trust Company
Ohio
$44K +$44K +1,141 New
KFI
431
Key Financial Inc
Pennsylvania
$43K
LWCFA
432
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$43K
LC
433
Lindbrook Capital
California
$42K -$85.1K -2,179 -67%
Fifth Third Bancorp
434
Fifth Third Bancorp
Ohio
$41K +$2.68K +69 +7%
NFSG
435
Newbridge Financial Services Group
Florida
$41K +$18.6K +477 +83%
WAM
436
Wolverine Asset Management
Illinois
$39K -$1.56M -40,541 -98%
GLLW
437
Graves Light Lenhart Wealth
Virginia
$39K
BWP
438
Baldwin Wealth Partners
Massachusetts
$37K
AF
439
Allworth Financial
California
$35K +$30K +784 +598%
HI
440
Hudock Inc
Pennsylvania
$34K
ECM
441
Estabrook Capital Management
New York
$33.2K +$25.6K +663 +335%
NSB
442
Norway Savings Bank
Maine
$33K
TCWA
443
Ten Capital Wealth Advisors
Washington
$30K
SIAP
444
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$28K
HWA
445
Heritage Wealth Advisors
Virginia
$28K
Credit Agricole
446
Credit Agricole
France
$27K
HNB
447
Huntington National Bank
Ohio
$25K -$4.98K -127 -17%
HNWAG
448
High Net Worth Advisory Group
Florida
$25K
Bessemer Group
449
Bessemer Group
New Jersey
$24K -$30K -793 -56%
BWL
450
Bogart Wealth LLC
Virginia
$24K