507 hedge funds and large institutions have $5.54B invested in UGI in 2022 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 151 increasing their positions, 201 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
-20
Holders Change %
-3.8%
% of All Funds
8.77%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
57
Increased
151
Reduced
201
Closed
71
Calls
$10.6M
Puts
$3.85M
Net Calls
+$6.73M
Net Calls Change
+$6.41M
Name Holding Trade Value Shares
Change
Shares
Change %
TWA
426
TCI Wealth Advisors
Arizona
$22K +$7.01K +215 +47%
SWM
427
Spire Wealth Management
Virginia
$21K -$243K -7,493 -92%
HNB
428
Huntington National Bank
Ohio
$21K
HNWAG
429
High Net Worth Advisory Group
Florida
$21K
Bessemer Group
430
Bessemer Group
New Jersey
$21K +$99 +3 +0.5%
ADL
431
Asset Dedication LLC
California
$21K +$21K +642 New
BWL
432
Bogart Wealth LLC
Virginia
$20K
MBFW
433
Morton Brown Family Wealth
Pennsylvania
$20K
UB
434
UMB Bank
Missouri
$19K
FF
435
FourThought Financial
Florida
$19K
WT
436
Whittier Trust
California
$19K
TFP
437
Tilia Fiduciary Partners
North Carolina
$17K
HCP
438
Hexagon Capital Partners
Arkansas
$17K +$9.38K +287 +123%
UCB
439
United Community Bank
South Carolina
$16.7K
A
440
AustralianSuper
Australia
$16.6K +$761 +23,527 +5%
ST
441
Smithfield Trust
Pennsylvania
$16K
NSIM
442
North Star Investment Management
Illinois
$15K
AF
443
Advisornet Financial
Minnesota
$14K +$8.53K +260 +156%
GCM
444
Gladius Capital Management
Illinois
$14K +$14K +424 New
CCA
445
Column Capital Advisors
Indiana
$13K
CAL
446
Capital Advisors Ltd
Ohio
$13K +$3.06K +97 +31%
EWA
447
EverSource Wealth Advisors
Alabama
$12K -$31.1K -983 -72%
FIA
448
FNY Investment Advisers
New York
$12K
LF
449
Lee Financial
Texas
$10K
AWM
450
AllSquare Wealth Management
New York
$10K