520 hedge funds and large institutions have $6.03B invested in UGI in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 192 increasing their positions, 178 reducing their positions, and 59 closing their positions.

Holders
520
Holders Change
-16
Holders Change %
-2.99%
% of All Funds
8.32%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
53
Increased
192
Reduced
178
Closed
59
Calls
$8.04M
Puts
$2.49M
Net Calls
+$5.56M
Net Calls Change
-$7.06M
Name Market Value Shares Shares
Change
Shares
Change %
VNA
426
Valley National Advisers
Pennsylvania
$41K 1,199
CSPIA
427
Cary Street Partners Investment Advisory
Virginia
$40.5K 1,165
GWM
428
Geneos Wealth Management
Colorado
$40K 1,150 -382 -25%
LWCFA
429
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$38.3K 1,102
Northwestern Mutual Wealth Management
430
Northwestern Mutual Wealth Management
Wisconsin
$37.3K 1,072 -428 -29%
MC
431
Machina Capital
France
$34.5K 992 +992 New
ECM
432
Estabrook Capital Management
New York
$33K 950
Fifth Third Bancorp
433
Fifth Third Bancorp
Ohio
$30.3K 872 +375 +75%
IGWM
434
ICA Group Wealth Management
Colorado
$27.3K 786 +1 +0.1%
BWM
435
BerganKDV Wealth Management
Minnesota
$25.8K 742 +486 +190%
HWA
436
Heritage Wealth Advisors
Virginia
$25K 720
AF
437
Advisornet Financial
Minnesota
$24.7K 711 -19 -3%
SHIM
438
Stone House Investment Management
Pennsylvania
$24.6K 708 +708 New
Loomis, Sayles & Company
439
Loomis, Sayles & Company
Massachusetts
$24K 698 +698 New
SCA
440
Stonebridge Capital Advisors
Minnesota
$24K 690
PTC
441
Private Trust Company
Ohio
$23.4K 672 -18 -3%
HNB
442
Huntington National Bank
Ohio
$22.2K 638
KFI
443
Key Financial Inc
Pennsylvania
$22K 634 -449 -41%
ADL
444
Asset Dedication LLC
California
$22K 642
MBFW
445
Morton Brown Family Wealth
Pennsylvania
$21.8K 627
BWL
446
Bogart Wealth LLC
Virginia
$21.3K 614
DMBA
447
Deseret Mutual Benefit Administrators
Utah
$21.1K 608
Credit Agricole
448
Credit Agricole
France
$20.9K 600 -100 -14%
WT
449
Whittier Trust
California
$20.9K 600
TFP
450
Tilia Fiduciary Partners
North Carolina
$17.7K 509