536 hedge funds and large institutions have $6.49B invested in UGI in 2022 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 186 increasing their positions, 172 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
536
Holders Change
+29
Holders Change %
+5.72%
% of All Funds
8.65%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
85
Increased
186
Reduced
172
Closed
48
Calls
$14.6M
Puts
$2.03M
Net Calls
+$12.6M
Net Calls Change
+$5.88M
Name Holding Trade Value Shares
Change
Shares
Change %
VNA
426
Valley National Advisers
Pennsylvania
$49K
Rockefeller Capital Management
427
Rockefeller Capital Management
New York
$49K +$45.7K +1,255 +1,379%
DA
428
Denali Advisors
California
$48.2K +$3.71K +100 +8%
CWP
429
Concord Wealth Partners
Virginia
$48.1K +$48.1K +1,298 New
Dimensional Fund Advisors
430
Dimensional Fund Advisors
Texas
$44.8K +$498 +13,437 +1%
CSPIA
431
Cary Street Partners Investment Advisory
Virginia
$43.2K +$43.2K +1,165 New
LWCFA
432
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$40.9K
ECM
433
Estabrook Capital Management
New York
$35.2K +$3.3K +89 +10%
KFI
434
Key Financial Inc
Pennsylvania
$35K
T
435
TOBAM
France
$34K +$8.31K +227 +32%
Canada Pension Plan Investment Board
436
Canada Pension Plan Investment Board
Ontario, Canada
$32.9K -$1.44M -38,900 -98%
NSB
437
Norway Savings Bank
Maine
$32K
IGWM
438
ICA Group Wealth Management
Colorado
$29.1K +$29.1K +785 New
BAMF
439
BI Asset Management Fondsmaeglerselskab
Denmark
$28K +$28K +754 New
AF
440
Advisornet Financial
Minnesota
$27.1K +$11.2K +303 +71%
HWA
441
Heritage Wealth Advisors
Virginia
$26.7K
PTC
442
Private Trust Company
Ohio
$26K +$678 +18 +3%
Credit Agricole
443
Credit Agricole
France
$25.9K
SCA
444
Stonebridge Capital Advisors
Minnesota
$25.6K +$15.9K +430 +165%
ADL
445
Asset Dedication LLC
California
$24K
HNB
446
Huntington National Bank
Ohio
$23.7K
HNWAG
447
High Net Worth Advisory Group
Florida
$23.6K
MBFW
448
Morton Brown Family Wealth
Pennsylvania
$23.3K
BWL
449
Bogart Wealth LLC
Virginia
$22.8K
DMBA
450
Deseret Mutual Benefit Administrators
Utah
$22.5K -$17.8K -479 -44%